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Could Uptober Be Upended?

Could Uptober Be Upended?

ByteFolio Issue 127; 💡This issue covers The Open Network (TONCOIN), Stacks (STX), Ethereum (ETH), Celo (CELO), and Arkham (ARKM). During this morning’s analyst call, Uptober came up. Given how the Uptober thesis had become so widespread, I asked for views on how likely an autumn Bitcoin rally was this

Ethereum ETFs Won’t Match Bitcoin ETFs

Ethereum ETFs Won’t Match Bitcoin ETFs

ByteFolio Issue 110; When the Bitcoin ETFs were launched in the USA, the Bitcoin funds, including Grayscale, held 837,000 BTC, worth $40 billion at the time. Around 622,000 of those BTC were held by Grayscale, and the rest in the non-US ETFs. Grayscale alone held 75% of the

The Evolution of Finance: Real-World Assets Tokenization

The Evolution of Finance: Real-World Assets Tokenization

ByteFolio Issue 106; In the realm of cryptocurrency, trends come and go in cycles. It began with the emergence of DeFi, followed by subsequent trends such as GameFi, NFTs, AI/Computing, DePIN, and now, Real-World Assets (RWAs). What sets RWAs apart is their potential magnitude, with the tokenization industry projected

When’s Alt-season?

When’s Alt-season?

ByteFolio Issue 105; Crypto breadth has slumped. The recent peak occurred on 13 March, shortly before halving, and has dropped back to less excitable levels. At this point, there are still few downtrends by bear market standard, because it takes time for the 280-day moving averages to turn down. That

Holding Stablecoins Equals Opportunity Cost in a Crypto Bull Market

Holding Stablecoins Equals Opportunity Cost in a Crypto Bull Market

ByteFolio 99; After making a high of $73.6k, Bitcoin retraced to its weekly low of around $64.7k before quickly exceeding $68k again. This is a market-wide retracement, where the total crypto market cap declined from $2.7 trillion on 14 March to $2.5 trillion today. Unsurprisingly, the

Bitcoin Reaches a New All-Time High

Bitcoin Reaches a New All-Time High

ByteFolio Issue 98; A new day, a new all-time high. After a quick profit booking on 5 March, Bitcoin is currently inches away from hitting $72k per coin. The momentum behind the BTC price is largely fuelled by demand from Bitcoin ETFs, which saw positive net flows of 117,462

Cash on the Blockchain

Cash on the Blockchain

ByteFolio Issue 93; President Nayib Bukele has been re-elected as El Salvador’s president with an impressive 85% share of the vote. Having imprisoned 2% of the adult male population, identified as gang members with their facial tattoos, the crime rate has collapsed, making El Salvador a safer place to