A shortish video discussing current market price action using a lot of the concepts from the Market Frameworks Report series, most specifically, Following the Market’s Footprints: Order Flow Explained. 1.5-2x speed is recommended...
Very few things follow a linear uptrend, and global liquidity is no different. The timing of a potential cooldown in China’s recent liquidity expansion could put pressure on markets in the near term. But we do still expect the broader uptrend in liqu...
“[Inflation] has proven darn near impossible to beat without significant economic weakness.” This point is worth reiterating, and one we raised in our Markets Year Ahead report: “Unfortunately, the best antidote for stubbornly high inflation is a r...
As we see the pull towards the Ethereum ecosystem increases, the need for interoperability between chains is more prevalent than ever. In our zk-bridge report, we highlighted a few projects working on developing a bridging solution aimed at proving t...
It’s interesting to note that the volume and users on SudoSwap hasn’t picked up much in the past few weeks. This is despite the launch of the SUDO token, which is now transferrable and can be traded. One likely reason for this is that majority of l...
The “No Landing” camp is getting larger by the day as more market pundits are starting to believe a recession won’t be in the cards this year. This begs the question: is the worst actually behind us? This argument has some merit as we’re seeing *pot...
At the start of February, the range of the rolling 30 day correlations among all unique asset pairs in the Delphi L1 index was tightly concentrated above +0.5. Ever since, however, the dispersion has been steadily increasing. Viewed another way, usi...
Increasingly, China is softening its once-hawkish stance on crypto. Bloomberg ran a piece yesterday on Hong Kong’s efforts to woo crypto businesses back to help reestablish the city’s ‘financial center of Asia’ bona fides. Notably, this push has be...
Coinbase had an ominous tweet an hour ago, just a date of Feb 23rd and a blue dot. Around the same time, Optimism released this: Is Coinbase launching their own L2 based off of the Optimism codebase? Tomorrow we’ll find out. If it does, expect the n...