Deflation, Concerns of Risk Assets & SEC Trouble for Cryptos
Higher interest rate rumours lead to market woes, whilst emerging market bonds outperformed. The dollar strengthens but oil prices rise and gold prices fall. China's economy showed signs of slowing recovery with falling prices and exports.
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Bye Bye Blockhead Business, Hello brn
Blockhead Business takes a giant leap forward as BRN, a sophisticated research platform designed to empower institutional investors with actionable insights and a strategic edge in the dynamic digital asset landscape.
Fed Tells Markets - No Rate Cut in March, Deal With It
This week's financial digest explores the global markets' adjustment to the mantra of "higher for longer" interest rates, amid robust US economic data challenging rate cut expectations. The focus shifts to hedge funds' windfall from catastrophe bonds and the USD's resurgence to pre-Fed pivot levels
Multi-Factor Dangers of Crypto's Billion-Dollar "Restaking" Bet
Restaking is drawing significant attention, with platforms like EigenLayer drawing over $3 billion in ETH and token derivatives from speculators, alongside millions from investors chasing early adopter airdrops. However, the resurgence of speculative investment chasing high rewards raises concerns.
Important Arbitrage Trade Closes in the Spot Bitcoin ETF Era
The launch of 11 spot Bitcoin ETFs in the US has led to a 24% drop in open interest for Bitcoin futures, signaling a shift in investor preference from futures to direct crypto holdings.
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What High Bond Rates Mean for Bitcoin
Global bond yields are at levels Bitcoin has never traded through, draining liquidity from risk assets as gold emerges as the preferred safe haven and Japan’s rising rates threaten to unwind the carry trade.
Bitcoin Nears $70,000, Ether Jumps 18% as Treasury Liquidity Move, White House Meeting Trigger Short Squeeze
A Treasury bond buyback expansion, a new SEC crypto offering rule, and Trump's push for Congress to advance the Clarity Act landed within 48 hours, wiping out roughly $1.9 billion in mostly short positions.
Ionic Digital Posts First Public Earnings, With AI Leasing Now 90% of Revenue
The $35.3 million net loss was driven almost entirely by a non-cash bitcoin markdown and a tax provision, not by the underlying leasing business the company pivoted to after its Nasdaq debut.
Hana, SK Telecom's Two-Year Bet on BitGo Clears Korea's Regulator
Seoul is a rare expansion story in BitGo's rough first year as a public company.