the eye of the hurricane?
After the major drop, we are in a somewhat uneasy calm—it feels like the eye of the hurricane. I expect a stabilization through the end of the year, followed by a somewhat deeper decline. I highly doubt it will fall back…
Morning Brief
Crypto prices, ETF flows, derivatives, and the US macro that moves them, with today's agenda and the topic of the day: a two-minute read to start the day.
Weekdays at 8:00, Buenos Aires time.
The crypto market is seeking a floor at $76,000, while analysts evaluate whether Zcash (ZEC) is emerging as the definitive standard for privacy-compliant
BTC seeks support at $75k as the Fed keeps rates steady. Today, we analyze why Zcash (ZEC) stands out as the definitive choice for compliant institutional privacy.
It finally arrived
New bot, 60.000 - 90.000
Analysis and Position Management in Bitcoin (BTC)
A medium-term decline is highly likely; however, today Bitcoin rose by nearly 4% to approximately 80,100. If it does not surpass 82,000 soon, it is very likely to pull back—perhaps to 79,000. I currently have an open sho…
Two hacks in a week, and the market is pricing more fear than damage
Binance's $6.3B loss is now tied to Lazarus, and Mercado Bitcoin lost $46M yesterday. The market is down 2% and Fear & Greed is at 26, but ETF outflows of ~$400M are a fraction of last week's inflows. What I'm watching t…
Still feeling the hangover from the Binance hack?
Pyongyang denies being responsible for the $6.3 billion theft from Binance, but the FBI suggests otherwise. Meanwhile, the market remains in intensive care, with the total crypto market cap down 2% over the last 24 hours…
Fed day with the 10Y near 5%
10Y at 4.995% and country risk at 753 bp on Fed day. Decision at 15:00 AR. Key closes and today's agenda.