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RECAP: INSTITUTIONS UNLEASHED
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RECAP: INSTITUTIONS UNLEASHED

OCTA: Bitcoin & Proxies: The Rise of Institutions

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InvestAnswers
Jul 11, 2023
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NUGGETS OF ALPHA

  • The global crypto market cap is $1.19T

  • The price of Bitcoin is ~$30,600 with market dominance of 50.0%

  • The price of Ethereum is $1,873.23, with market dominance of 18.9%

  • Crypto venture capital investment has fallen to only $500M invested YTD

  • BTC price has been consolidating between $29.6k and $31.4k for the past 19 days

  • The NUPL indicator has been in a range of optimism for further BTC upside

  • For every vehicle the Rivian sells, Tesla sells 35 vehicles

  • U.S. cyclical employment ex-manufacturing turned year-over-year negative in June

  • Redbook Retail Sales fell for the first time since COVID

  • Algorand's largest DeFi protocol recently shut down operations

  • Consumers will have to pay $220B in interest on the $1T of credit card debt

  • The Fear & Greed index fell from 62 to 57 over the last seven days

  • BTC is up 9.43% over the last 90 days, and the QQQ is up 15.94%

  • Only 11.5% of Bitcoin supply is left on exchanges - scarce AF!

  • ETHE discount has moved from 55 to 45 in 2 weeks and a lot more to go

  • BTC remains the top crypto for investors this week, with inflows totaling $133M

  • Vanguard bought over $500M of RIOT & MARA


  • The crypto market did not fair well against Bitcoin this week

  • SOL was the one dark green exception gaining 17% versus BTC over the last week

  • The best-performing assets are Bitcoin proxies 


  • SOL, again, is the one dark green patch in crypto - this Token will do real well this next bull run

  • AVAX has been

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