Forwarded from Wu Blockchain News
On July 15, spot Bitcoin ETFs saw a total net inflow of $403 million, marking nine consecutive days of net inflows. Spot Ethereum ETFs recorded a total net inflow of $192 million, marking eight consecutive days of net inflows. — link
Forwarded from Birds of a Feather
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When deciding portfolio composition for ETH, I looked into its associated betas that historically showed upside reflexivity. $PEPE, $LDO, $OP, $ARB were the OG 'kneejerk' ETH betas of old.
I ultimately decided to stick purely with ETH as I suspected a large component of marginal buying would not come from natives but instead TradFi. So far ETH ETF inflows have hit record numbers, and ETH betas have by comparison barely kept up.
So far, so good.
I ultimately decided to stick purely with ETH as I suspected a large component of marginal buying would not come from natives but instead TradFi. So far ETH ETF inflows have hit record numbers, and ETH betas have by comparison barely kept up.
So far, so good.
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Crypto Mumbles
re: eth betas since the liquidity is not coming to us, we go to them instead then again tradfi is not really my domain, so i might be wrong as well i trust in the degeneracy of retail to slam sbet in hopes of mstr round 2 + eth's continued performance
the next best play after eth is either leveraged eth or sbet
no others
no others
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Crypto Mumbles
https://x.com/egirl_capital/status/1767814220656324677
bumping crossing the rubicon piece by dgs
https://www.egirlcapital.com/writings/XhZUcsakRjWCUTfHMHE2Sw
https://www.egirlcapital.com/writings/XhZUcsakRjWCUTfHMHE2Sw
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Forwarded from unfolded. DeFi
DEX volume is now ~50/50 between Solana and the Ethereum mainnet + rollup stack — link | AI comment
Forwarded from Wu Blockchain News
U.S. June PPI (YoY) came in at 2.3%, the lowest since September 2024, below the expected 2.5%. U.S. June PPI (MoM) was 0%, the lowest since January, missing the expected 0.20%.
Crypto Mumbles
eth maxis capitulated throughout the cycle and most have sold or rotated their holdings rn tardfi companies are busy scooping and flywheeling eth i wonder how high this goes when green candles start candling
green candles start candling
will we eventually break 4k this time?
will we eventually break 4k this time?
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