Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

1 Mar 2024

The bitcoin demand-supply squeeze continues...

JUST IN: 🇺🇸 Spot Bitcoin ETFs bought 10,050 BTC yesterday, while miners only produced ~900 BTC I am not sure everybody undertands what's going on and the implications... Source: Bitcoin Archive

29 Feb 2024

Bitcoin ETFs have smashed their daily trading volume record with $6.28 billion so far.

More than double the previous record of $3b. Source: JSeyff, Bitcoin archive

27 Feb 2024

Buybacks win again! New all-time highs for the Buyback Achievers ETF

$PKW as it resolves higher from a multi-year base. Source: Alfondo de Pablos, J-C Parets

27 Feb 2024

The 9 new Bitcoin ETFs traded a record $2.4b on Monday, with BlackRock's trading $1.3m.

This is the highest volume day since the $BTC ETFs launched. Source: Bloomberg, Eric Balchunas, Bitcoin Archive

27 Feb 2024

JUST IN: BlackRock’s Bitcoin ETF just broke $1 Billion in trading volume for the day!

Source: Bloomberg, Eric Balchunas, Bitcoin Archive

26 Feb 2024

The bitcoin supply squeeze explained in a few sentences and one chart

272,000 Bitcoin bought in the last 28 days by ETFs. Meanwhile only 25,200 $BTC were mined! Yes, GBTC outflows are still a concern, but at some point that will have to end. Assuming this number stays consistent (or possibly even increases) with roughly ~2 million BTC on exchanges (based on today's liquidity), that would mean that in about 8 months time there would literally be ZERO BTC available for sale!!! And not mention the halving in 3 months will cut this amount to just 12,600 BTC mined in the same amount of time. (Source: CryptoZombie)

21 Feb 2024

Here are the top 10 ETFs with the most inflows (top) and outflows (bottom) for all 4,500 US ETFs.

Inflows IBIT is #3 and FBTC is #7 Outflows GBTC is #2 And remember, the spot BTC ETFs started trading on January 11! Source: Bianco Research

19 Feb 2024

BREAKING 🚨: Black Swan ETFs

Black Swan ETFs have plunged 99% after doomsday dream scenario fails to play out Source: Barchart, Bloomberg

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks