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U.S. Recession Territory And FTX Accumulation
Atlanta Fed forecasts negative GDP growth for Q2. FTX buys BlockFi but passes on Celsius.
Dylan LeClair
and
Sam Rule
Jun 30
9
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U.S. Recession Territory And FTX Accumulation
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Mining Hash Price Bear Market
Hash rate is down over the last month, hash price is near all-time lows and public miner equity continues to underperform bitcoin.
Dylan LeClair
and
Sam Rule
Jun 29
9
1
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Mining Hash Price Bear Market
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Bitcoin Magazine PRO Contagion Report Preview
Become a premium subscriber to Bitcoin Magazine PRO to get access to this special report and all of the Bitcoin Magazine PRO research. We will release…
Dylan LeClair
and
Sam Rule
Jun 29
6
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Bitcoin Magazine PRO Contagion Report Preview
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Bitcoin Magazine PRO Contagion Report
We’re releasing this special edition “Contagion Report” across both PDF and Substack options. Click the “Read Now” button below to access the full…
Dylan LeClair
and
Sam Rule
Jun 29
6
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Bitcoin Magazine PRO Contagion Report
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Growth Deceleration and The Dollar Wrecking Ball
June PMI data for the United States and the eurozone show economic contraction underway and that the worst is yet to come. What does it mean for…
Dylan LeClair
and
Sam Rule
Jun 23
13
1
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Growth Deceleration and The Dollar Wrecking Ball
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Voyager Announces Large Exposure To 3AC
Voyager lent 52% of loan book to Three Arrows Capital and sees its stock fall 48.75% today.
Dylan LeClair
and
Sam Rule
Jun 22
9
2
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Voyager Announces Large Exposure To 3AC
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SBF To The Rescue: BlockFi and Voyager
As the crypto market contagion spreads, FTX loans out hundreds of millions to two of the largest yield-generating shops in the space. What does this…
Dylan LeClair
and
Sam Rule
Jun 21
10
2
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SBF To The Rescue: BlockFi and Voyager
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What’s Next for Bitcoin?
Analysis of the 200-week moving average and bitcoin derivative markets
Dylan LeClair
and
Sam Rule
Jun 20
28
3
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What’s Next for Bitcoin?
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3AC And The Leaning Tower Of Babel
Every issue this week has been focused on the contagion developing around the bitcoin/crypto lending market, given the recent insolvency of notorious…
Dylan LeClair
Jun 17
10
2
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3AC And The Leaning Tower Of Babel
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Fears of Further Contagion
Over the last week, we have extensively covered the contagion that has taken hold in the broader crypto market, highlighting the events leading to the…
Dylan LeClair
Jun 16
14
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Fears of Further Contagion
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Three Arrows Capital Faces Liquidation
Major news shuttered crypto markets late Tuesday night, as alleged rumors of insolvency at Three Arrows Capital, a giant in the crypto fund space, look…
Dylan LeClair
Jun 15
8
1
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Three Arrows Capital Faces Liquidation
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Celsius and stETH - A Lesson on (il)Liquidity
In today’s issue we will again focus on the ever-changing dynamic occuring with the company Celsius, who has halted all activity on its platform in the…
Dylan LeClair
Jun 14
29
4
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Celsius and stETH - A Lesson on (il)Liquidity
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