One number that shook the coin market last night... coming out again today?

📋 Issue Brief How was the US price index? Consumer prices (3.7%) exceeded market expectations (3.6%) in the US in September, which was released the night before (Korea time), and both digital assets and stock markets were affected. If a market judges that inflationary pressures are high, it is likely that the Fed

Coin market tension rises... what is happening at Trump's White House?

📋 Can we find a breakthrough in the Issue Brief? “The company co-founded by Bo Heinz, who was a digital asset advisor in the White House, has received a multi-million dollar investment from Tether, the issuer of USDT, the world's largest stablecoin,” the WSJ reported.

Bank with 50 million customers to allow BTC, ETH and XRP trading

📋 Issue Brief Sparkasse, a German savings bank that serves 60% of the population and has 50 million active bank customers, announced that it will provide digital asset trading services on the 19th (local time). 5 types including BTC, ETH, XRP, Sol, and Pol

Are institutions returning to the coin market? BlackRock gets busy

📋 Issue Brief Issue Brief Today, I brought two issues related to BlackRock, the world's largest asset manager. The largest net inflow record this year First, BlackRock's Bitcoin spot ETF, IBIT, broke this year's largest net inflow record as of the 19th (local time). Net inflow volume only on this day 5

Bank with 50 million customers to allow BTC, ETH and XRP trading

📋 Issue Brief Sparkasse, a German savings bank that serves 60% of the population and has 50 million active bank customers, announced that it will provide digital asset trading services on the 19th (local time). 5 types including BTC, ETH, XRP, Sol, and Pol

Even with explosive stablecoin growth, is there still room to feed on?

※ With the upbeat server maintenance, I will take a day off from the data 📋 analysis corner in today's market letter. Issue Brief When stablecoin supply increases by 0.4%, payments surge by 45% According to a report by Blockchain Analysis company Allium, January-September this year

About 'Uptober', the idea that coins rise in October

Welcome to Uptober Every year closer to October, the digital asset industry senses a strange atmosphere of excitement and anticipation. This is because investors are waiting for the so-called uptober phenomenon that the digital asset market is strong every October. Actually X (old

Why to look at the 'MVRV' indicator when torn between buying and selling

💡 In October 2018, there was an amazing post on an overseas blog. I used the concept of realized cap developed by Nick Carter (partner of Castle Island Ventures) and it was a pretty accurate match for the highs and lows of Bitcoin.

'Down in June, rebound in July'... will it repeat this year?

📆 There is a narrative in the digital asset market that emphasizes several seasonal strengths. Typically, there is a so-called ‘Uptober‘ in which Bitcoin is strong in October, and a ’June decline, July rebound‘ in which it will rebound in July if it falls in June. Historical data of the upbeat aggregate index

Why do coins flinch when the yen rises? [Macro Bite]

You've probably heard the term “encarry trade” before while watching digital asset news. Due to the strength of the yen, it often appears in analyst articles that the digital asset market is under downward pressure. What does a digital asset have to do with the increasing value of Japan's yen?

Coins fall because of US Treasury yields? [Macro Bite]

If you look at economic news, there are some words that you must encounter once. One of them is U.S. Treasury bonds. Simply put, government bonds are loans that the government borrows from people, pays them interest for a set period of time, and promises to return the principal safely. In the world of investing, nothing is free.

The Fed's most trusted inflation gauge is not the CPI? [Macro Bite]

The Fed, which is responsible for U.S. monetary policy, has two responsibilities: price stability and maximum employment. I'll just take a quick look at the price here. The Fed uses a tool called a base rate to keep prices within its control. Borrow money if prices are too high