bobbyong
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Had the chance to visit Moo Deng in Bangkok last week. She was just lazing around has grown up and a lot bigger now.
Took a look at the token price this morning and ouch, down 40% in the last 30 days. Luckily I did not buy the token!
Took a look at the token price this morning and ouch, down 40% in the last 30 days. Luckily I did not buy the token!
May's crypto aggregate is out.
In May, we finally see ETH staging a rebound. Pectra upgrade took place and it has been good for ETH. The SEC also issued a statement stating that protocol staking does not involve the “offer and sale of securities”. Since late-April, Ethereum ETFs have experienced ~$1.5 billion in inflows.
We also see many more public listed companies trying to replicate what Michael Saylor did with Strategy. For example, Consensys announced a $425 million into Nasdaq-listed SharpLink Gaming to hold ETH in its corporate strategy. As at end-May, Galaxy Digital estimates that there’s at least ~$12.7 billion in outstanding corporate debt used to finance bitcoin treasuries, of which Strategy accounted for ~$8 billion.
Strategy’s market cap is currently trading at ~70% higher than the size of its Bitcoin treasury, while Japan’s Metaplanet (3350.T) market cap is ~5.7x larger than its Bitcoin holdings. Something for all of us to monitor is the mNAV metric and what happens when a company who has borrowed heavily sees their mNAV falls significantly below 1.
For the full writeup, read it here:
In May, we finally see ETH staging a rebound. Pectra upgrade took place and it has been good for ETH. The SEC also issued a statement stating that protocol staking does not involve the “offer and sale of securities”. Since late-April, Ethereum ETFs have experienced ~$1.5 billion in inflows.
We also see many more public listed companies trying to replicate what Michael Saylor did with Strategy. For example, Consensys announced a $425 million into Nasdaq-listed SharpLink Gaming to hold ETH in its corporate strategy. As at end-May, Galaxy Digital estimates that there’s at least ~$12.7 billion in outstanding corporate debt used to finance bitcoin treasuries, of which Strategy accounted for ~$8 billion.
Strategy’s market cap is currently trading at ~70% higher than the size of its Bitcoin treasury, while Japan’s Metaplanet (3350.T) market cap is ~5.7x larger than its Bitcoin holdings. Something for all of us to monitor is the mNAV metric and what happens when a company who has borrowed heavily sees their mNAV falls significantly below 1.
For the full writeup, read it here:
Ja tu to palaidi garām: Mēs nesen iepazīstinājām ar mūsu jaunajiem maskotiem, Gekko un Rex, kā daļu no CoinGecko pirmā zīmola atsvaidzināšanas.
Bet mēs neapstājāmies pie dizaina maiņas.
Lai palīdzētu pastāstīt viņu stāstu, mēs izveidojām animētu filmu.
Šeit ir, kā tas viss sanāca kopā 👇
Bet mēs neapstājāmies pie dizaina maiņas.
Lai palīdzētu pastāstīt viņu stāstu, mēs izveidojām animētu filmu.
Šeit ir, kā tas viss sanāca kopā 👇
Tikai kriptovalūtā mēs redzam deģenerētus azartspēlētājus, kuri nejauši tērē 100 miljonus dolāru un apgalvo, ka tas nav daudz naudas un ka nauda nav reāla. Ir tik daudz pozitīvu lietu, ko var izdarīt ar 100 miljoniem dolāru, nevis vienkārši izmantot maksimālo sviru tirdzniecībā un visu zaudēt. Nu vismaz viņš zaudē tikai savu naudu, nevis citu cilvēku naudu, piemēram, SBF.
Shouldn’t be surprised that alts are dumping all across the board. It’s the last day of May to execute “sell in May and go away”
At our people manager training today and learned something new about effectively giving feedback. Never knew there was a feedback giving framework named COIN for Context - Observation - Impact - Next Steps. How apt for us to use at CoinGecko!
Published my April crypto aggregate.
In April, it's all about President Trump's "Liberation Day" tariffs. The uncertainty around trade policies caused a significant dip, but the subsequent pause has seen markets recover.
The increased volatility has seen gold being the most crowded trade now and tokenized gold like XAUT and PAXG has benefited as well.
Buying the dip in April would have been a winning strategy but I expect more volatility to come in May and for all of us to exercise caution with the age-old investment adage to “sell in May and go away”.
In April, it's all about President Trump's "Liberation Day" tariffs. The uncertainty around trade policies caused a significant dip, but the subsequent pause has seen markets recover.
The increased volatility has seen gold being the most crowded trade now and tokenized gold like XAUT and PAXG has benefited as well.
Buying the dip in April would have been a winning strategy but I expect more volatility to come in May and for all of us to exercise caution with the age-old investment adage to “sell in May and go away”.
Pieraksties, lai skatītu citu saturu