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Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Jan 24, 2025 |

The Ethereum community has experienced significant turmoil in recent weeks, driven largely by widespread dissatisfaction with the Ethereum Foundation, which is seen as overly inactive and lacking ambition. However, the community now seems to be regaining its footing as many voices have spoken out, and it appears those concerns are being heard. I cannot recall a similar moment where the culture has shifted so dramatically for the better in such a short time—about a week. As a matter of fact, this development is highly encouraging.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: QQQ’d MicroStrategy

Dec 16, 2024 |

MicroStrategy, the U.S.-based intelligence software provider, has been included in the Nasdaq 100 index. This inclusion is expected to trigger a significant one-time purchase, as well as continuous accumulation by ETFs and other index-linked investment vehicles. Meanwhile, the U.S. Federal Reserve is widely expected to cut interest rates this week, while momentum continues to drive both the U.S. equities market and, arguably, the crypto market.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #51 – Trump’s Win: A Game Changer for Crypto

Nov 7, 2024 | ,

Donald Trump’s reelection as President of the United States is a game changer for the crypto market, setting the stage for transformative years ahead. We are confident that this will reshape the industry. However, in the immediate term, the rally seems to be driven more by the derivatives market than by the spot market. We would like to see some of this speculative excess ease, paving the way for a more sustainable move higher.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #48 – Uniswap’s Unichain Is Net Positive, End of Story

Oct 17, 2024 | ,

Over the past week, my X feed has been flooded with doomsday predictions claiming that Uniswap launching its own Ethereum rollup will be the final blow to Ethereum. This is absolutely not the case. In the short term, it will have no impact on the activity of Uniswap’s mainnet application. In the longer term, it will actually support Ethereum’s rollup-centric roadmap by being an interoperable liquidity hub. As rollups are about to start paying for blobs, Ethereum’s transactional revenue is still sustained even as activity moves from mainnet to rollups.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #42 – Where Do We Go From Here?

Sep 6, 2024 |

We turned bearish on Monday due to a worsening economic outlook, characterized by weaker growth and tightening liquidity in September. While the month will be challenging, it’s premature to declare the bull market over. We expect either further downward movement or sideways trading this month, but anticipate a strong recovery starting in October and continuing beyond.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: We Roll

Jul 22, 2024 |

Now we roll. The crypto market, especially Bitcoin, has experienced substantial gains in recent weeks, but that is just the beginning. Many other positive factors are on the horizon. Additionally, it looks like U.S.-based Ethereum spot ETFs will launch tomorrow, which should put an end to Ethereum’s underperformance relative to Bitcoin.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption

Crypto Portfolio: Adding Ethereum Alpha with ETF Launch and Institutional Onchain Adoption

Jul 11, 2024 |

In our crypto portfolio, we are adding exposure to a token characterized by strong revenue generation, net profits comparable to technology equities, no inflation or token unlocks, and a prime position to benefit from the growing trend of Real-World Assets (RWAs). Additionally, its high correlation with and outperformance of Ethereum suggest positive impacts from the upcoming Ethereum ETFs.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #35 – Keep Altcoins at an Arm’s Length From Your Portfolio

Jul 4, 2024 |

The crypto market has favored Bitcoin and Ethereum this year, while some investors have risked everything on cryptocurrencies with little potential. Given the market’s momentum-driven nature and the upcoming Ethereum spot ETFs, we see no reason for this trend to change going forward. Additionally, we examine unlocks, from which Bitcoin and Ethereum are also spared.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #34 – The U.S. Ethereum Spot ETFs Are Not Priced In

Jun 27, 2024 |

The market’s outlook on the upcoming Ethereum spot ETFs is overly pessimistic. We anticipate a net inflow of $15 to $20 billion within the first year, as Ethereum possesses qualities that appeal to Wall Street. This should drive its value significantly higher, not only in dollar terms but also relative to Bitcoin.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #29 – What to Expect from the Ethereum Spot ETFs?

May 24, 2024 |

Ethereum’s market outlook is highly bullish following the approval of its spot ETFs, expected to attract $15 to $20 billion in net inflow within a year, despite initial outflows from the Grayscale Ethereum Trust. With a friendlier regulatory environment and unique attributes like deflationary supply and staking rewards, Ethereum’s price is projected to reach $6,500 by October. The ETH/BTC ratio is anticipated to hit at least 0.065 later this year.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Nugget: Here Comes the Ethereum Spot ETF

Crypto Nugget: Here Comes the Ethereum Spot ETF

May 21, 2024 | ,

President Biden and his administration have made a complete 180 to attract pro-crypto voters. Now, the approval of the Ethereum spot ETF seems more likely than ever. We estimate a 95% chance of approval this year, most likely as early as this week. These ETFs, combined with a more favorable U.S. regulatory environment for crypto, will propel us to new heights.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #28 – U.S. Election Puts Crypto on the Map

May 16, 2024 |

There have been no recent updates regarding the SEC’s impending decision on an Ethereum spot ETF. Nevertheless, the upcoming U.S. Presidential Election and Trump’s unexpected pro-crypto stance are exerting pressure on President Biden to adopt more crypto-friendly policies.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: Your Move, Gary Gensler

May 13, 2024 |

This is the final week before the U.S. Securities and Exchange Commission (SEC) must make a decision on the Ethereum spot ETF. Given the potentially transformative impact of an Ethereum spot ETF, the next two weeks are critical for the entire industry. There have been several developments regarding this matter in the recent weeks.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #27 – Rollups Leave Ethereum in the Dust

May 9, 2024 |

Ethereum’s rollups are poised to realize its potential as a decentralized global computer; however, these same rollups are undermining Ethereum’s current strongest narrative as an appealing yield-generating asset. The promises of rollups will only counterbalance this undermining of Ethereum’s narrative as a productive asset in a few years.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #25 – Ethereum Restaking: Potential is Not Risk-Free

Apr 26, 2024 |

Restaking of Ether, with initiatives like EigenLayer, has the potential to significantly enhance Ethereum, benefiting holders, stakers, developers, and the broader ecosystem. However, these benefits are not without their drawbacks. Engaging in restaking carries substantial risks for the individual holders involved and also poses systemic risks to the Ethereum network as a whole.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #21 – Avalanche Is Slowly But Surely Dying

Mar 28, 2024 |

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.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: Larry Fink vs. Gary Gensler

Mar 25, 2024 |

A showdown is unfolding in the crypto world, specifically between BlackRock’s CEO, Larry Fink, and Gary Gensler, the Chair of the US Securities and Exchange Commission. Moreover, echoing our view from last week’s Crypto Crisp, we are not anticipating significant volatility in the upcoming weeks, especially considering the recent net outflows from Bitcoin spot ETFs.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #20 – Ethereum Will Never Be the Same

Mar 21, 2024 |

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.”

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #19 – Liquid Staking Protocols Are Ethereum’s Saver

Mar 14, 2024 |

Ethereum’s transition to a Proof-of-Stake consensus mechanism has been a significant boon, instantly positioning it as the most productive cryptocurrency among its peers. However, this success comes with a vulnerability; if future Ethereum spot ETFs gain the ability to stake Ether, Ethereum’s fate could largely fall under the control of traditional finance. The most feasible countermeasure to this scenario lies in the full adoption of liquid staking protocols.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: Two Scenarios

Mar 4, 2024 |

Looking ahead to the next week in the crypto market, we envision two potential scenarios. One possibility is that Bitcoin reaches a new all-time high, with Ethereum quickly on its heels. On the other end of the spectrum, the market could experience a minimum 10% decline as it sheds excess leverage. Intriguingly, it is possible that both events could unfold.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Crisp: QQQ’d MicroStrategy

Crypto Crisp: Finally, Uniswap

Feb 26, 2024 |

Over the past week, Ethereum, the second-largest cryptocurrency, emerged as the top performer in an otherwise subdued crypto market. During this period, Bitcoin experienced a decrease in net inflow into exchange-traded products, including Bitcoin spot ETFs, compared to the previous week. On Friday, the Uniswap Foundation suggested a new fee mechanism, potentially enhancing its token significantly.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

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

Feb 22, 2024 |

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.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #15 – 90% Likelihood of an Ethereum Spot ETF Approval This Year

Feb 15, 2024 |

We have a high level of confidence that the US will witness the launch of an Ethereum spot ETF within this year, assigning a 90% probability to this event. Our optimism is grounded in five key reasons. We have every reason to believe that an Ethereum spot ETF will be just as successful as the Bitcoin spot ETFs have already been.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #13 – Why So Bearish, Anon?

Feb 1, 2024 |

It seems that a significant portion of the crypto market turned bearish following Jerome Powell’s speech yesterday. However, we remain bullish. We believe the speech did not bring about significant changes; liquidity is still expected to increase, Bitcoin is experiencing substantial ETF inflows, and the crypto market is on the verge of embracing three powerful narratives.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #12 – Our biggest position: Ethereum

Jan 25, 2024 |

Everyone is looking forward to the Bitcoin halving, yet there is little focus on Ethereum’s equivalent of a triple halving. In our crypto portfolio, Ethereum takes the spotlight. We predict that Ethereum will evolve into a widely-utilized digital commodity, coupled with a decreasing supply and the ability to generate dividends – a truly unique asset, not just in crypto, but beyond.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.

Crypto Moves #60 – What’s Actually Going On in Ethereum-land?

Crypto Moves #10 – Next, Ethereum

Jan 11, 2024 |

While the approval of the Bitcoin spot ETF did not spark a significant reaction in the market for Bitcoin, Ethereum emerged as the clear winner, securing a substantial 15% gain over Bitcoin post-ETF approval. Our expectation is that Ethereum stands to reap further rewards in the coming months, while Bitcoin experiences slow bleeding.

To read the full article, sign up for a 14-day FREE trial of the Crypto or Professional plan.


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