Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- us
- equities
- Food for Thoughts
- macro
- sp500
- Bonds
- Asia
- Central banks
- bitcoin
- markets
- technical analysis
- investing
- inflation
- europe
- interest-rates
- Crypto
- Commodities
- geopolitics
- performance
- ETF
- gold
- nvidia
- AI
- tech
- earnings
- Forex
- Real Estate
- oil
- bank
- Volatility
- FederalReserve
- nasdaq
- apple
- emerging-markets
- magnificent-7
- energy
- Alternatives
- switzerland
- trading
- sentiment
- tesla
- Money Market
- russia
- France
- ESG
- UK
- assetmanagement
- Middle East
- amazon
- china
- ethereum
- microsoft
- meta
- bankruptcy
- Industrial-production
- Turkey
- Healthcare
- Global Markets Outlook
- recession
- africa
- brics
- Market Outlook
- Yields
- Focus
- shipping
- wages
Can bitcoin be stopped?
Ask chatgpt... "...while Bitcoin’s use and accessibility can be curtailed through regulatory and technical measures, stopping it entirely would require a coordinated, global effort against its decentralized network—a task that seems nearly impossible given its current scale and adoption".
Why is altcoin season delayed?
Here's the view by Ki Young Ju on X: "Compared to the last cycle, the nature of capital flowing into Bitcoin has shifted. The current Bitcoin rally is primarily driven by demand from institutional investors and spot ETFs. Unlike crypto exchange users, institutional investors and ETF buyers have no intention of rotating their assets from Bitcoin to altcoins. Moreover, as they operate outside of crypto exchanges, asset rotation becomes inherently less feasible. While institutional investors might allocate funds to major altcoins via ETFs or investment vehicles, minor altcoins still rely on crypto exchange users to buy them. For altcoins to reach a new all-time high market capitalization, they will require a significant influx of fresh capital to crypto exchanges. The altcoin market cap below its previous ATH indicates reduced fresh liquidity from new exchange users. If Bitcoin retail FOMO reignites, exchange user activity might increase, potentially setting the stage for an altcoin season. However, Bitcoin's future growth is expected to come from ETFs, institutions, and maybe govts, rather than retail traders on crypto exchanges".
Data from glassnode show that some long-term BTC holders are offloading some of their bitcoins.
Long-term Bitcoin holders sold 128K $BTC, but U.S. spot ETFs absorbed 90% of the selling pressure. 🔥 Strong institutional demand is fuelling BTC’s rally, bringing it closer to the $100K milestone. 🚀💎 Source: Kyledoops
💥 BREAKING: Bernstein says MicroStrategy's treasury model is "unprecedented" and will attract BILLIONS in capital looking for Bitcoin exposure. They are raising $MSTR price target to $600
Meanwhile, MicroStrategy announced this morning they just bought another 55,000 Bitcoin for $5.4billion! The company now holds 386,700 Bitcoin which were acquired for $21.9 billion at an average of $56,761 per bitcoin. Source: Radar, Bitcoin Archive
15% of Micro Strategy $MSTR float is still short...
Source: www.zerohedge.com
Investing with intelligence
Our latest research, commentary and market outlooks