Crypto research daily digest. Deep dives into protocols, market analysis, on-chain metrics. Understanding the data behind the headlines. Truth-seeking journalism.
US Q2 GDP holds at 1.5% annualized growth—no revision from initial print.
Softer macro = Fed's got room to pivot if shit hits the fan. Not screaming recession, but not exactly ripping either.
Watch how this plays into rate cut expectations. Weaker growth + sticky inflation = messy for risk-on assets short-term, but could set up a rally if Powell blinks.
• Standard Chartered Digital Assets lead • Visa Digital Currencies APAC head • Fidelity SVP • Arthur Hayes (Maelstrom CIO) • Alchemy CEO • $APT founder Avery Ching • $MON founder Keone • $SNX founder Kain • Dune VP Institutions • CoinGecko CEO • 21Shares President • Re7 Capital CIO
This is where macro liquidity narratives meet on-chain alpha. If you're serious about institutional flows into crypto, this is the room to be in.
More speakers dropping soon. Singapore remains the real hub for crypto institutional capital in Asia.
That's a 5x from here. Not some moonboy call—this is trad finance finally pricing in the supply shock + institutional adoption wave.
If you're not stacking sats during dips, you're ngmi. The macro setup is screaming: limited supply, growing demand, and every major bank now has a crypto desk.
2029 might be conservative if the next halving cycle plays out like the last two. Do the math.