Important week ahead for TradFi:
|26th-July / Tuesday||Google and Microsoft Earnings|
|27th-July / Wednesday||FOMC Meeting, Meta Platforms Earnings|
|28th-July / Thursday||Advanced GDP Reading, Apple and Amazon Earnings|
Global M2 Deviation vs. Crypto Market Cap
Ok, two more charts and some thoughts…this time on crypto….
Is the accepted narrative of the BTC Halving cycle what drives the BTC cycle (and all crypto) or is it the macro?
Im starting to think it’s all about the macro
This is global M2 YoY vs Crypto market cap #Bitcoin
— Raoul Pal (@RaoulGMI) July 22, 2022
Institutional Loans in Crypto
1/ Institutional Loans in Crypto
Massive deleveraging has occurred recently due to the failure of many centralized lenders.
@CelsiusNetwork has a mere $98M of outstanding loans, @coinbase bonds trade at a 10%+ yield and leading market makers (MMs) have had trading cap reduced
— iWitty (@ianw888) July 22, 2022
How To Do Market Analysis
Market Analysis (for businesses or specific market types)
What I understood from reading this fine work ✅✅
— rakkitbay (@cremapucks) July 25, 2022
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