crypto-ish analyst This Blog Could Be Your Life: uncletupelo.eth@protonmail.com
Still Be Around - crypto in '2023. (CP CC vol: 2023 outlook - 1/17/23)
2023 Outlook - still here, who won’t be?Cut the BS - Focusing on BTC & ETH:Summary: In a departure from our usual Crypto Chronicle format, in this report, we walk investors through our outlook for BTC and ETH in 2023. We focus on these crypto assets because they are the largest by market cap and will likely be the standard-bearers for the rest of the crypto ecosystem in terms of an eventual recovery. It's probably an understatement to say that 2022 was a tough year for digital assets, wi...
Still Be Around - crypto in '2023. (CP CC vol: 2023 outlook - 1/17/23)
2023 Outlook - still here, who won’t be?Cut the BS - Focusing on BTC & ETH:Summary: In a departure from our usual Crypto Chronicle format, in this report, we walk investors through our outlook for BTC and ETH in 2023. We focus on these crypto assets because they are the largest by market cap and will likely be the standard-bearers for the rest of the crypto ecosystem in terms of an eventual recovery. It's probably an understatement to say that 2022 was a tough year for digital assets, wi...
Color Me Impressed: BTC up 40% in c23. (CCvol 26 - published 2/7/23)
Summary: Despite the recent run-up in crypto asset prices, with BTC and ETH both up ~37-38% YTD, we see reasons to be skeptical of the rally's sustainability over the near-term. Centralized exchange volumes remain subdued in the wake of the FTX collapse and while BTC/ETH network activity has improved slightly over the past few weeks, it remains well below 2021 levels. In our view, crypto assets have been swept up in the recent macro narrative of a return to looser monetary conditions/low...
Color Me Impressed: BTC up 40% in c23. (CCvol 26 - published 2/7/23)
Summary: Despite the recent run-up in crypto asset prices, with BTC and ETH both up ~37-38% YTD, we see reasons to be skeptical of the rally's sustainability over the near-term. Centralized exchange volumes remain subdued in the wake of the FTX collapse and while BTC/ETH network activity has improved slightly over the past few weeks, it remains well below 2021 levels. In our view, crypto assets have been swept up in the recent macro narrative of a return to looser monetary conditions/low...
Gary's Wang: Breaking Down FTX/Alameda Fraud. Published (11/18/22)
Summary: In this week's Crypto Chronicle, we focus almost entirely on the FTX/Sam Bankman- Fried saga that has unfolded over the last 2 weeks. We provide a deep dive (or at least as deep as we can get for now) on how we got here, then walk investors through our outlook for how this situation could impact the crypto markets and players going forward. News is coming out seemingly hourly on the issue, so we caution investors not to jump to conclusions too quickly on any one data point, but ...
Gary's Wang: Breaking Down FTX/Alameda Fraud. Published (11/18/22)
Summary: In this week's Crypto Chronicle, we focus almost entirely on the FTX/Sam Bankman- Fried saga that has unfolded over the last 2 weeks. We provide a deep dive (or at least as deep as we can get for now) on how we got here, then walk investors through our outlook for how this situation could impact the crypto markets and players going forward. News is coming out seemingly hourly on the issue, so we caution investors not to jump to conclusions too quickly on any one data point, but ...
