CoinShares Perspectives is a short bi-weekly report outlining the key themes and trends our team is tracking - from macro to crypto to the frontier of innovation.
In this week's edition, our chairman Danny Masters discusses the prospect of a sustained bitcoin rally and what JP Morgan's thawing on bitcoin and all things crypto might bring. The trading desk covers bitcoin options markets following the largest contract expiry and expectations around volatility. Our Head of Product Townsend Lansing shares his observations on the state of financial regulation and what it means for crypto investment products. Lastly, our CSO, Meltem Demirors, outlines our upcoming CoinShares Crypto Credit Summit from Nov. 17 to Nov. 19 2020 and invites all readers to join us!
Access the Archives
Crypto moves quickly. If you'd like to catch up on prior versions, you can find them below.
Vol 4: Week of 19 October 2020 | We highlight the growing trend of bitcoin in public company treasuries, a potential CME Ether futures and options launch, observations of who is actually buying bitcoin these days, the growing financialization of compute and connectivity.
Vol 3: Week of 5 October 2020 | We discuss Europe's move towards a unified compliance approach, bitcoin markets trending towards "boring" for once, and the potential impact of the US election on the crypto landscape.
Vol 2: Week of 21 September 2020 | We cover negative interest rates, central bank digital currencies, and what's happening with DeFi and crypto credit markets.
Crypto Meets Macro Investment Perspectives
With this series, we zoom out and examine the role of cryptoassets through a macro lens.
Crypto Trends Report 2019
Discover the trends, companies, macro forces and more that are impacting crypto markets.