We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is because the news on tokenisation of assets remains unrelentingly bullish. In the macro section, we look at the less bearish case for the continued increase in global bond yields, while reporting on a more conciliatory view on the spending spree in AI. Perhaps all is not as gloomy as we’re frequently told.
One of the stars of crypto this year has been Hyperliquid [HYPE). But is it now looking stretched? We take a look at the narrative and the numbers.
We also start a new section: Meet The Protocol! We’ve gone for the celebrity interview approach to help you understand what some of these fascinating projects are doing. First up is Maple Finance. Let us know what you think.
- Market Consolidating the bounce, clues in price action, breadth
- On-Chain Equities going on chain – Base, Kraken/LSE, SEC; Bitcoin’s Quantum Problem revisited
- Macro The sky is not falling on our heads – bond market and AI
- Meet The Protocol! Maple Finance [SYRUP] – who are you?
- Cryptoverse Is HYPE over-hyped?
