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RECAP: BITCOIN EUPHORIA
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RECAP: BITCOIN EUPHORIA

OCTA: Bitcoin Euphoria & Cryptos Rocket Ride

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InvestAnswers
Nov 24, 2023
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NUGGETS OF ALPHA

  • Crypto exchange balances have dropped by ~124,000 BTC over the past six months

  • The Nasdaq 100 Stock Index closed at its highest in nearly two years

  • The Grayscale GBTC discount went under 10% for the first time in years

  • Binance faces historic penalty of over $4B with the U.S. DOJ settlement

  • Kraken vows to ‘vigorously defend’ SEC lawsuit amid Congressional support


Today we’ll discuss how Bitcoin can serve as a hedge by allocating just 1% of your portfolio to it–and how it has an astounding impact on performance.


  • ETH lost 5% to BTC last week

  • SOL & ADA eked out a 2% gain

  • AVAX & FTT did well last week

  • RNDR & TAO are popping up the charts fast

  • BNB was down 1%, which we will talk about later


  • BTC +1% on a week many thought was desperate

  • SOL +3%

  • AVAX and ADA are up significantly


The daily active user (DAU) rankings are rapidly changing due to Solana's decentralized physical infrastructure capability, whereas other chains are moving onto Solana now. Solana now has 461K DAUs, followed by Ethereum with 360K.

Despite Polygon's 357K DAUs, the token's performance has not been good.

Crypto will be like other industries, with only a few winners that

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