There it is 1st of Dec 3 weeks to Christmas so we are set for our santa claus rally? Well looking at CME OI and Grayscale GBTC discount we are pricing in an ETF VERY soon. We held 1.5tn market cap this week with BTC at 37k and ETH at…

An eventful week with the courts pathing a path fwd for our industry. Of course Binance was all over the headlines with their record fine and CZ stepping down. Under the hood we however also had a number of significant events a new L2 Blast launch showing signs of airdrop…

It’s ABC’s 2nd anniversary, 2 years of weekly recaps and market insights can you believe how quickly time flies. Well actually it felt like a decade in terms of events we went from 69k to 16k BTC and lots and found many friends along the way. We had some of…

Can you start feeling the bull market vibes? Everytime something ETH happens market goes higher, this week we had ETH catch up +16% vs BTC +6% helping us push market cap close to 1.5tn again. Isn’t it odd that exactly 2 years ago we hit the ATH of 69k and…

Apologies this week’s a short one as I’m in between meetings for Hong Kong Fintech Week. It’s one that is marked with anniversaries Bitcoin Whitepaper turned 15 years and not even a year ago after FTX spectacular implosion SBF got found guilty and will have to spend significant time in jail. Our industry is on the path to recover, would this be seen as one of the shortest bear markets? I promise next week you’ll be getting a proper weekly again.

Another very bullish week with BTC +20% ETH+15% and overall market cap back at 1.3tn. Excitement was led by more BTC ETH chatter and some very bullish reports and mainstream adoption of the next cycle narrative. Market structure also seems to be shifting with CEM open interest reaching new ATH…

A week of price volatility after the fake ETF headline still having us up significantly BTC +7% and SOL even +18% as FTX estate started staking their tokens. On the flipside RUNE gave back the gains from the previous week when the network resumed -9% and Aptos flat after a…

A down week with BTC -3% ETH -5% as correlation with global macro increases impacted by the horrible war in the middle east. This newsletter is about crypto but it’s saddening to see what’s happening so I’m bringing back the BTC piece symbol. Impacting our space a donation address Crypto…

A mixed week with BTC +2% and ETH -2% as we start into October. Seasonality would suggest a good month for crypto but then we also defied the usually down September slightly in the green so who knows. In the news all eyes are on the SBF trial that kicked…