Highlights:
Again lots of news this week with a potential merger of three projects and BTC ETF inflows back on track. Kucoin being charged but most interesting in this complaint the CTFC reiterating that Ethereum (ETH) is a commodity. Also a lot of short interest in crypto related stocks and Bernstein putting out a report on public blockchains (and obviously their corresponding coins) being “legit”.
Here we go:
BTC:
https://www.theblock.co/post/285229/larry-fink-surprised-at-how-much-bitcoin-has-rallied
https://protos.com/critics-claim-buggy-bitcoin-lightning-network-is-slowly-dying/
https://www.theblock.co/post/285305/blackrock-spot-bitcoin-etf-250000-btc
https://www.theblock.co/post/285564/spot-bitcoin-etf-inflows-good-friday
ETH:
https://www.theblock.co/post/285262/ethereum-one-million-validators
https://www.theblock.co/post/285100/ether-spot-etfs-chance-of-may-approval-dropped-to-20-by-gsr
https://blockworks.co/news/bitwise-files-for-spot-ether-etf?
M&A in Crypto:
Kucoin:
CTFC reiterating ETH is a commodity:
However, Larry not concerned at all:
Crypto stocks:
Bernstein on public blockchains:
MK Opinion
Happy Easter. Enjoy and careful on the chocolate ;):
Coin | Other News:
The market for tokenized U.S. Treasury debt is booming:
$75million new Crypto VC fund:
The Benefits of Asset Tokenization:
Coinbase vs SEC:
Ripple (XRP) vs SEC:
Diamonds are forever….
Tokenized Gold:
Ethena (ENA):
Blast:
Nilam Resources and BTC:
BlackRock USD Institutional Digital Liquidity Fund (BUIDL):
A lot of false information around EU and banning wallets:
FCA and Finfluencers:
NEAR:
https://www.theblock.co/post/284678/near-foundation-chain-signatures
https://www.theblock.co/post/285565/chain-abstraction-near-protocol
SBF:
TreeCap Blockchain Technology Strategy: Secure Sustainable Investing
The crypto landscape in 2024 promises a dynamic and transformative journey. As institutional involvement grows, technology advances, and novel ideas emerge, the industry is set to overcome challenges and redefine the future of finance and technology. From maturing tokenization projects to the integration of blockchain into physical infrastructure, the future holds exciting possibilities for the crypto and blockchain space. Crypto: From Speculation → Utility → Fundamentals
Feb24 model portfolio return +54.7%*
* Returns until March2024 excluding: staking income, additions/deletions, rebalancing, core & satellite trading and including all fees. Source: CoinMarketCap.
If you have any questions, please reach out to me anytime:
mathijs@treecap.nl | Mobile: +31655003160
Tel: +31208204710 | Visiting Address: Beursplein 5 Amsterdam. The Netherlands
MKs Short Term Risk Report:
Justin Sun (TRON, Huobi)
SEC / Regulatory
USDT
US Gov / Celsius / Genesis unwind
Capital Markets in general (China, Credit Event / Yields, FED not delivering)
Escalation in the Middle East, Taiwan-China
Euphoria, Parabolic Gains, Meme coin Frenzy, excessive leverage
The week ahead by Nomura and Livesquawk:
https://www.nomuraconnects.com/focused-thinking-posts/the-economy-next-week/?
https://www.livesquawk.com/report/special_ls-focus-on-the-week-ahead
Upcoming Events:
Will be attending the following conferences/events:
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Agenda:
Tokens:
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Unlocks:
Have a wonderful Sunday, and thanks for reading!
No investment advice. The digital assets discussed within this newsletter are highly volatile and may result in partial or permanent loss of your investment. Before investing, please carefully consider your investment objectives, level of experience and risk appetite. It is important that you consult with your own advisors as to the legal, tax and financial implications of your investments.
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