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Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs

Crypto Crisp: Hong Kong Rhymes With Bitcoin and Ethereum ETFs

Over the weekend, geopolitical tensions sent Bitcoin and Ethereum tumbling, but the crypto market quickly rebounded, arguably thanks to Hong Kong’s new ETF approvals and the upcoming Bitcoin halving. Despite this recovery, ongoing Iran-Israel tensions could still disrupt the market.

Crypto Moves #21 – Avalanche Is Slowly But Surely Dying

Crypto Moves #21 – Avalanche Is Slowly But Surely Dying

Avalanche, despite its standing as the 10th largest cryptocurrency and a significant player among Layer 1 blockchains with smart contract capabilities, faces a grim outlook. With a nearly $40 billion fully diluted market capitalization, its onchain activity is declining, lagging behind competitors like Solana and Ethereum’s rollups. There is simply not much to celebrate for AVAX holders.

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Crypto Moves #21 – Avalanche Is Slowly But Surely Dying

Crypto Moves #20 – Ethereum Will Never Be the Same

A week has passed since Proto-Danksharding was implemented on the Ethereum blockchain. This upgrade has transformed Ethereum and its rollup ecosystem, setting the stage for expansion into brand new territories. Our advice? It is not wise to go against this trend by placing bets on so-called “Ethereum killers.”

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Crypto Moves #21 – Avalanche Is Slowly But Surely Dying

Crypto Moves #16 – Why We Are Long Ethereum Layer 2s

We are incredibly optimistic about the Ethereum Layer 2 space. We are backing this conviction up with a selection of rollup tokens in our portfolio. It appears the wider market has not yet caught on to the fact that rollups could soon render almost all other Layer 1 cryptocurrencies redundant, largely thanks to leveraging Ethereum’s unmatched network effect. These tokens also stand out as some of the rare cryptocurrencies that could genuinely become yield-generating in the not-so-distant future.

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