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ํ๋ ๊ณต๋ถํ๋ ์ฑ๋ Market, Macro, TA
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Ma'lumot yuklanmoqda...
Ma'lumot yuklanmoqda...
Since my inaugural Glassnode guest research report on the state of Bitcoin three years ago, there has been much progress in how we think about value drivers and measures for the network. This piece revisits long-standing valuation methodologies as well as introduces more novel valuation models for Bitcoin to form a two-layer valuation framework.
Liquidity concerns upon a debt ceiling agreement may cause near-term headwinds but net positive growth of liquidity within the market cycle is around the corner - and that's all that matters.
์ต๊ทผ ํฌ๋ฆฝํ ์์ฅ์ ์ฌ๋ฌ ์ฌ๊ฑด๋ค์ด ๋ฐ์ํ๋ฉด์, ๋ง์ผ๋ฉ์ด์ปค(Market Maker) ๋ฐ ๋ง์ผ๋ฉ์ดํน(Market Making)์ ๋ํ ๊ด์ฌ์ด ๋์์ก์ต๋๋ค. ๊ทธ๋ฌ๋ ๋๋ถ๋ถ์ ๊ฒฝ์ฐ ๋ง์ผ๋ฉ์ดํน์ ์์ธ ์กฐ์, ํนํ ํํ ์ค ๋คํ(Pump and Dump)์ ์ฐฝ๊ตฌ๋ก ์ค์ธ๋์ด ์์ผ๋ฉฐ, ๋ง์ผ๋ฉ์ด์ปค๋ค์ ๊ธ์ต์์ฅ์์ โ์ค์ ๋กโ ์ด๋ค ์ญํ ์ ํ๋๊ฐ์ ๋ํ ์ฌ๋ฐ๋ฅธ ์ ๋ณด๊ฐ ๋ถ์กฑํโฆ
์จ์ฒด์ธ ๋ฐ์ดํฐ๋ ๋ฌด์์ธ๊ฐ?
The Top 300 Global Crypto VC firms by fund size and investment activity
Two big suprises from the announcement: Arbitrum Orbit and Self-Enforcing governance
Welcome back, anon! Seems like the January/February up only-market is gone, and weโre back to ranging. $BTC is only down 15% from the local 2023 top, but several altcoins are down 30-60% from their top this year (including my $CANTO-bag ;)) Before we jump into todayโs newsletter, letโs have a word from our sponsor.