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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Morgan Stanley's Late Entry Into Staked Crypto ETPs Tests Whether Brand Beats a Head Start
MSSE and MSOL arrive nine months after the Bitcoin trust that started it, into a market where Ethereum is down more than a third this year and every basis point of fee is now a selling point.
Robinhood's Prediction Markets Surpass Crypto Revenue for First Time
Event contracts generated $156M in Q2, topping crypto's $100M as Robinhood deepens its infrastructure bet on Rothera
Crypto Holds Steady as Macro Selloff Tests Risk Appetite
Bitcoin trades near $64,000 after Fed holds rates, dollar strengthens.
The Bitcoin Experiment’s Five-Year Report Card: $35.4 Million
Five years in, Bitcoin remittances in El Salvador are growing, but still account for just 0.7% of flows, exposing a gap between bold policy ambitions and on-the-ground behaviour.