While crypto Twitter argues about memecoins and the next AI narrative, something quieter has been happening. People are buying tokenized gold.
Gold didn't suddenly get...
We believe the recent downturn in cryptocurrencies has been driven largely by ETFs experiencing outflows, which reduced key sources of institutional liquidity, alongside major...
If you’ve been following crypto headlines recently, the shift can sound strange. Bitcoin miners talking about AI. Data centers. High-performance computing. Long-term compute contracts.
At...
What changed in the economics of mining? Bitcoin mining once rewarded scale almost by default. More machines meant more hash rate, and favorable cycles...
While American crypto investors argue with the SEC on X, European institutions have been quietly doing something else: buying.
Rising crypto ETP volumes in Europe...
We observe that escalating geopolitical tensions and macro risk aversion are contributing to liquidity constraints that are weighing on both crypto and traditional markets.
Recent...
We fully endorse CFTC Chairman Michael Selig’s view that the pending U.S. crypto market-structure bill has the potential to establish America as the global...
