Sui Chung

@NTmoney All true, however like its analog cousin oil there is a point at which appreciation dampens demand for the industrial outputs. In part scaling networks counteract this but this is theoretical. We will have to wait and see how this plays out IRL

The alpha is in understanding ETH supply/demand dynamics In theory, ETH max supply is infinite In practice, thanks to stablecoins, RWAs, DeFi, NFTs, prediction markets, decentralized social and identity, the ETH inflation rate will be lower than the BTC inflation rate for the next 115 years

Wonder what the stock exchange will say when I show up like this for a bell ringing....

Always enjoy chatting and learning from Suzanne McGee of @Reuters reuters.com/legal/governme…

New quiz series. Name the sporting venue

Lets call @Vanguard_Group position what it is. Dogma masquerading as fundamental investment analysis

Little History ✅️ No cashflow ❌️ (applying BTC proposition to all crypto) Can create havoc within a portfolio✅️ (however this is truistic_ anything van create havoc, the quantum of hqvoc depends on allocation %_ no one is saying 30%+)

"It’s an immature asset class that has little history, no inherent economic value, no cash flow, & can create havoc within a portfolio.” @Vanguard_Group

Delivering crypto and as many of its features, like staking, to investors of all stripes in as many wrappers as possible, its why I and the @CFBenchmarks get up for work

100% correct @NateGeraci _ however you'd be surprised the number of investors we speak to at @CFBenchmarks that are excited by stablecoins, but when asked about settlement blockchains like ETH, SOL they respond "no, we arent interested in crypto" a lot of education still needed

Hands up if you are enjoying your July 4th bbq crypto chat (am assuming that the conversation at each gathering will turn to crypto at least once at some point....)

As we wrap up the first half of the year, uncertainty still lingers. Pascal St-Jean shares why he believes #Bitcoin is well-positioned—regardless of whether the market turns risk-on or risk-off in the second half. Listen to the full episode here: youtube.com/watch?v=Pu3RGm… @3iq_corp @gxselby @TheSquareMile @MarkPilipczuk

Crypto's typically strong correlation to risk assets may be on the verge of a grand decoupling. Hear @Matt_Hougan’s perspective on where correlations are headed. Full episode here: podcasts.apple.com/us/podcast/mat…

In the following clip, Roger Bayston explains why diversification in digital asset portfolios will take the spotlight in 2025. Listen to the full episode here: open.spotify.com/episode/6iC6Bs… @FTI_US @MarkPilipczuk @TheSquareMile @gxselby

Kudos to th3 mighty @krakenfx for bringing important research to th3 broader crypto investing public. blog.kraken.com/crypto-educati…

The #cryptocurrency market is a fast-evolving and fascinating space. In our latest research paper, A Factor Model for Digital Assets, we explore the key drivers of #digitalasset returns: Our analysis highlights seven primary factors: ✅ Market: Measured as a Bitcoin-Ethereum weighted index ✅ Size: Derived from market capitalization ✅ Value: Captured as the combined ratios of fees to Total Value Locked (TVL) and Daily Active Users (DAUs) to market capitalization ✅ Momentum: Based on short-term historical returns ✅ Growth: Focuses on fees and DAU growth over time ✅ Downside Beta: Captures sensitivity to market downturns ✅ Liquidity: Quantified based on token turnover However, the inherent volatility of the market means these factors can shift over time and vary across assets. Looking ahead, we see exciting opportunities for further exploration. More advanced macroeconomic and crypto-specific regime models, could deepen our understanding of how market dynamics evolve during periods of stability and change. Check out our paper to learn more, and share your thoughts in the comments: cfbenchmarks.com/blog/cf-benchm… #blockchain #bitcoin #Ethereum

In this clip from our Quarterly Attribution Report podcast, CFB’s Head of Research, Gabe Selby, breaks down the major policy pivots shaking up the markets: ✅ Monetary Shift: We’ve seen two rate cuts since September, with more potentially coming ✅ Regulatory Shift: A potential pro-crypto wave may hit the U.S. following Trump’s reelection—ushering in a new era of innovation and opportunity These seismic shifts are already showing up in the price action—watch the video for Gabe’s insights! Curious to learn more? Catch the complete episode now: open.spotify.com/episode/6E3Bxc… @gxselby @MarkPilipczuk @TheSquareMile #digitalassets #crypto #cryptocurrency #cryptotrading #bitcoin #ether #ethereum #Blockchain

For decades, traditional financial markets have relied on robust frameworks to help investors manage their portfolios with precision. In the #crypto space, such concepts have not been available — until now. We’re proud to introduce A Factor Model for Digital Assets, our latest research paper that explores advanced quantitative approaches to crypto investing. Here’s what you’ll find: ✅ A review of mathematical frameworks for assessing #cryptocurrency risk factors ✅ Innovative tools bridging the gap between traditional finance and #digitalasset markets, empowering institutional investors to identify risks, optimize portfolios, and enhance decision-making ✅ Custom factor models: Market, Size, Value, Momentum, Growth, Downside Beta and Liquidity - designed to highlight the key drivers of digital asset performance, inspired by traditional finance methodologies Our pioneering research authored by Cristian Isac and Thomas Erdosi provides the structure, insight, and confidence needed to navigate the evolving crypto landscape with confidence. Download our paper to find out more: blog.cfbenchmarks.com/content/files/… @therdosi

Michael Saylor, the founder of MicroStrategy, has made waves in the #crypto space. What's fueling his current success? Hear what CFB’s Research Analyst @MarkPilipczuk has to say in this insightful podcast clip. Listen to the full episode here: youtube.com/watch?v=b4P_cK… This recording is for informational purposes ONLY and should not be considered investment advice. This recording is not intended to persuade or incite you to buy or sell any financial products noted within, including but not limited to Exchange-Traded Funds, mutual funds; equities, other instruments that reference any index provided by CF Benchmarks Ltd or cryptoassets. Any commentary, interviews and discussions are opinions only and should not be considered a personalized recommendation. Please contact your financial adviser or professional before making an investment decision. Note: Some of the underlying instruments cited within this recording may be restricted to certain customer categories in certain jurisdictions. #digitalassets #cryptocurrency #CryptoInvestor #Bitcoin #finance @falconxnetwork

From #Bitcoin’s post-$100K momentum to #Ethereum’s resurgence and #DeFi standout gains, our latest Weekly Index Highlights delivers a concise but comprehensive summary. It covers the latest #crypto trends for the period December 2 to December 8, 2024. Explore the detail here: blog.cfbenchmarks.com/weekly-index-h… #DigitalAssets #Blockchain

Larry Fink met the UK gov today. Care to guess what number #Bitcoin was on the agenda? ft.com/content/b2279b…