Daily Market Brief

Daily Market Brief 241202

Michael Saylor’s Bitcoin Jam: New Album Just Dropped

Daily Market Brief

Daily Market Brief 241129

Who’s Selling BTC?

Daily Market Brief

Daily Market Brief 241128

Stablecoin Milestones Prove Ethereum Is Thriving

Daily Market Brief

Daily Market Brief 241127

Brazil Joins Race For Strategic Bitcoin Reserve

Daily Market Brief

Daily Market Brief 241126

Is ETH Finally Back?

Daily Market Brief

Daily Market Brief 241125

Global SOL ETPs

Daily Market Brief

Daily Market Brief 241122

Bitcoin’s New High, SEC’s New Low

Daily Market Brief

Daily Market Brief 241121

Can BTC Price Double Before Year-End?

Daily Market Brief

Daily Market Brief 241120

IBIT Options Debut With Bullish Bias

Daily Market Brief

Daily Market Brief 241119

Three Public Equity Headlines Signaling Crypto’s Growing Momentum

Daily Market Brief

Daily Market Brief 241118

Pennsylvania Bets on Bitcoin

Daily Market Brief

Daily Market Brief 241115

“Elections Have Consequences”

Daily Market Brief

Daily Market Brief 241114

Crypto Asset Managers Arca & BlockTower Announce Strategic Merger Plan

Daily Market Brief

Daily Market Brief 241113

ETH ETF Has Started To Catch A Bid

Daily Market Brief

Daily Market Brief 241112

Bitcoin Rallies To Uncharted Territory

Daily Market Brief

Daily Market Brief 241111

Who’s Next for SEC Chair?

Daily Market Brief

Daily Market Brief 241108

Crypto Influence Shifts Senate Power

Blockchain Focus

Hyperliquid: The HYPE Begins

Are you HYPEd enough?

Daily Market Brief

Daily Market Brief 241107

What To Expect Following Trump’s Victory

Daily Market Brief

Daily Market Brief 241106

Volatile Election Betting Odds Explained

Daily Market Brief

Daily Market Brief 241105

How Soon Will We Know the Next President?

Daily Market Brief

Daily Market Brief 241104

Trump's Lead Narrows in Final Days Before Election

Daily Market Brief

Daily Market Brief 241101

MICROSTRATEGY UNVEILS AMBITIOUS $42B PLAN TO EXPAND BITCOIN HOLDINGS DESPITE REVENUE DIP

Daily Market Brief

Daily Market Brief 241031

Thoughts On Bhutan’s $65mn BTC Transfer To Binance

Daily Market Brief

Daily Market Brief 241030

Bitcoin ETF Daily Turnover Signals Continued Strong Inflows

Daily Market Brief

Daily Market Brief 241029

Rising GOP Trifecta Odds Could Pave Way for Crypto Bill Passage

Daily Market Brief

Daily Market Brief 241028

Microsoft to Become The Next Microstrategy?

Daily Market Brief

Daily Market Brief 241025

Trader Enthusiasm Drives Faster Election Signals

Trade Ideas

Three Reasons Why Parabolic Run Lies Ahead

Our thesis rests on three main factors: 1) global liquidity, 2) regulatory friendliness, 3) low expectations.

Daily Market Brief

Daily Market Brief 241024

Stripe Makes Historic $1.1B Stablecoin Platform Acquisition

Daily Market Brief

Daily Market Brief 241023

PTJ Foresees Minsky Moment, Bullish on Gold, BTC, and Commodities

Weekly Hot Take

Structured Products: From Holding to Earning

"Never Just Hold Your Bitcoin!"

Daily Market Brief

Daily Market Brief 241022

Rebutting Polymarket Myths

Daily Market Brief

Daily Market Brief 241021

Bullish Institutional BTC News: ETF NAV and Options

Daily Market Brief

Daily Market Brief 241018

Improving Expected Value of US Election

Daily Market Brief

Daily Market Brief 241017

What Matters in Crypto According to a16z

Daily Market Brief

Daily Market Brief 241016

Grayscale’s GDLC ETF Filing To Open Doors For Altcoin ETFs?

Daily Market Brief

Daily Market Brief 241015

Harris Campaign Fumbles Crypto Narrative

Daily Market Brief

Daily Market Brief 241014

MSTR Valued at 2.5x BTC: Is It A Bubble?

Daily Market Brief

Daily Market Brief 241011

“Labor Market Matters More” Thesis

Daily Market Brief

Daily Market Brief 241010

Why Satoshi Mystery Matters

Weekly Hot Take

Token 2049/Breakpoint: Cautious Optimism Amidst the Chaos

Takeaways from Token2049 in Singapore: Cautious optimism amongst investors, excessive money spending in primary markets, and Solana's resurgence.

Daily Market Brief

Daily Market Brief 241009

Crypto.com Joins the Fight, Arguing Cryptos Aren’t Securities

Daily Market Brief

Daily Market Brief 241008

FTX Repayment Approval Sparks Retail Hype, But Is It Justified?

Trade Ideas

What is the BTC Options Market Implying About Election Day?

The report analyses the "election premium" in Bitcoin's implied volatility for the November 2024 U.S. presidential election.

Daily Market Brief

Daily Market Brief 241007

Trump’s Rally, Memecoin Surge, and Satoshi Speculation

Daily Market Brief

Daily Market Brief 241004

SWIFT’s Live Trials To Mark Another Key Crypto Adoption Milestone

Weekly Hot Take

IBIT Options: Growth Potential & Price Impact

Concerns that ETF options will drive the BTC price down by enabling the 'indefinite selling of BTC exposure' are misguided, as selling paper BTC exposure is not the same as selling BTC itself.

Daily Market Brief

Daily Market Brief 241003

Crypto ETF: Can XRP Fare Better Than SOL?