News with the tag "BNB-USD"

Summary Once riding high on Bitcoin ETF approvals, institutional interest, and political optimism, the crypto market has suffered an $800 billion wipeout, record ETF outflows, and a sharp decline in investor confidence. Hopes for a crypto-friendly Trump administration have faded, with little regulat...

Summary TLT is a proxy for long-term US Treasury bonds. How many stories have you read about ballooning US government deficits, the potential for President Trump’s tariffs to drive inflation higher? Yet, bond prices are going up and bond yields are going down. Many analysts have said Trump’s lighter...

Summary Senator Cynthia Lummis’s leadership of the Senate Banking Subcommittee on Digital Assets marks a pivotal shift in U.S. financial policy, signaling Washington’s commitment to integrating cryptocurrency and blockchain into the mainstream economy. The SEC's formation of a new digital asset task...

More on ether The Bull Case For Ethereum Crypto ETFs: Latest Wave Of Filings Digital Assets - Evolution, Correlations With Other Asset Classes Ethereum added as a new long idea at Hedgeye

Summary Bitcoin outperformed despite AI-driven volatility. Solana continues to dominate among layer 1s across key fundamental metrics. Despite declining 1% this month and outperforming most L1s aside from SOL, Ethereum sentiment remains weak. Bitcoin ( BTC-USD ) outperformed despite AI-driven volati...

Summary We have reached the "Fartcoin" stage of the market cycle - Fartcoin is only the latest memecoin; there have been other memecoins before. We have thought quite a bit about cryptocurrencies, and for the most part, they resemble collectibles. We are leaving the Fartcoin stage of the market and ...

Summary Trump's presidency could bring significant regulatory changes. Key appointments, such as the newly appointed SEC Chair Paul Atkins, known for his deregulatory stance, may end the "regulation by enforcement" era. Policies like SAB 121 - which restricts banks from holding crypto assets off-bal...

Summary The S&P 500 had a 2.39% return in Q4, outperforming bonds, with large caps and growth stocks leading over small caps and value stocks. Bitcoin is viewed as a compelling value opportunity due to its stable creation process, first-mover advantage, and low correlation with traditional markets. ...

Summary Osprey BNB Chain Trust offers unique exposure to Binance Coin, but trades at a significant premium to its net asset value (NAV). BNB shows strong network metrics with high daily active addresses and trading volumes, but its valuation is high at 500x annualized fees. OBNB's shares are overval...

Summary After a spectacular November, most Smart Contract Platforms experienced significant price corrections in December. The average daily revenues for SCPs reached $17M in December 2024, the highest since April. The public DA layer market has grown increasingly competitive as other players like A...