After all the noise around the US ETF approval, the BTC price is back to where it started the year. The froth has come out of the market and valuation remains compelling. Meanwhile macro uncertainties – whether in China or the US – continue to argue for portfolio diversification. We comment on Helium, a highly disruptive real-life use case.
- Technical Analysis De-frothed, 4-year Moving Average makes a new high
- On-Chain Activity eases post ETF approvals, valuation cheap
- Macro Why capital will continue to leave China, Texas border fallout
- Cryptoverse MATIC revisited, Telefonica hooks up with Helium