Collective Shift Collective Shift

Join Matt and Nick as they break down the busy week ahead in the macro economy; Stripe’s return to crypto payments; Morgan Stanley bitcoin ETF rumours; altcoin updates; and more.
Key Takeaways 
The crypto market continues to slide, with ETH a notable outperformer among the majors.This week’s policy update from the U.S. Federal Reserve will likely impact investor sentiment. Other macro factors to monitor are the U.S. Treasury’s refinancing announcement and the weakening Japanese yen.Major payment company Stripe announced it will once again support crypto payments. Support will initially be for the USDC stablecoin.Morgan Stanley is reportedly preparing to allow its 15,000 brokers to recommend that customers buy spot bitcoin ETFs on an unsolicited basis. Accessibility to these ETFs should only expand as the year continues and should increase demand for BTC.Among the altcoin updates covered: Hedera and BlackRock confusion; Jupiter Mobile Initiative; and Stacks rolling out long-awaited ‘Nakamoto’ upgrade.

Join Matt and Nick as they break down the Bitcoin halving; the rollercoaster week for cryptocurrency prices; worsening sentiment towards altcoins; Hong Kong approving spot Bitcoin and Ethereum ETFs; and more.
Key Takeaways 
Bitcoin (BTC) dominance rose to three-year highs amid what was one of the most volatile weeks for cryptocurrencies in recent memory.Bitcoin’s fourth halving came and went. There are now roughly 450 BTC being mined per day.Hong Kong approved the launch of spot ETFs for BTC and ETH. While Hong Kong’s ETF market is miniscule, relative to the U.S., these approvals help investors gain convenient exposure to BTC and ETH.Among the altcoin updates covered: Solana’s network update, Arbitrum BOLD and Jupiter’s LFG Launchpad (Round 2).

Join Matt and Nick as they explain the recent volatility in crypto markets; the Bitcoin halving; why SEC vs Uniswap Labs is among crypto’s most important legal battles to date; Ethereum’s next upgrade; and more.
Key Takeaways 
The market experienced some of the highest volatility of this bull market so far, triggered by Iran’s attack on Israel. This volatile price action flushed out hundreds of millions of dollars in positions.The next Bitcoin halving is set for April 20. Very hard to predict which way prices will go in the days after the halving.Uniswap Labs said it received a Wells notice from the SEC, indicating that it will likely be sued in the coming weeks or months. Should the lawsuit be filed, it has the potential to be among the most important legal cases to date with regard to altcoins in general.Among the altcoin updates covered: Monad Labs’ monster investment round and EigenLayer’s mainnet release.

Join Matt and Nick as they discuss the U.S. government’s massive Bitcoin holdings, PayPal’s continued push into the stablecoin market, VanEck’s outlook for Ethereum L2 tokens, and more.

Key Takeaways 
The crypto market fell slightly last week. Notably, BTC fell by less than major altcoins such as ETH and SOL.Speculation that the U.S. government will sell some BTC increased after onchain activity from connected addresses. The U.S. government holds roughly 200,000 BTC and has previously signalled its intent to sell over time.PayPal dramatically improved the accessibility of its PYUSD stablecoin and Ripple announced its upcoming expansion into the lucrative stablecoin market.VanEck published a report in which it predicted that the combined market cap of L2 tokens would hit $1T by 2030. Despite this, it remains “generally bearish” on the long-term value drivers of L2 tokens.Expect talks about ‘fee switches’ to increase in the weeks ahead, particularly in relation to Uniswap (UNI) and Aave (AAVE).The tokens for Ethena (ENA) and Wormhole (W) launched last week and initial airdrops were distributed.

Join Matt and Nick as they break down Bitcoin’s record price growth, Ethereum’s thriving L2 ecosystem, why this week may be the biggest yet for altcoins, and much more.
Key Takeaways 
Bitcoin (BTC) recorded its seventh consecutive monthly gain for the first time. Short-term consolidation would be unsurprising. Still expecting higher prices by year-end.FTX co-founder Sam-Bankman Fried was sentenced to 25 years for seven counts of conspiracy and fraud charges. This event should help the industry and asset class move on from the dark days of late 2022.Concerns over KuCoin arose after U.S. authorities charged the mid-tier exchange. While fears have been allayed somewhat, users should strongly consider withdrawing—at least while we wait for the dust to settle.Ethereum’s L2 ecosystem is thriving on the back of the ‘Dencun’ upgrade, with Base being the biggest beneficiary.This week may be the biggest yet for airdrops. Among the projects set to launch tokens are Wormhole (W), Ethena (ENA) and Zeus Network (ZEUS).

Join Matt and Nick as they break down the crypto market rebound and BlackRock’s historic Ethereum announcement. They also cover an Ethereum ETF update, Solana network issues, important altcoin updates, and more.
Key Takeaways 
Bitcoin (BTC) rebounded after the U.S. central bank’s policy update was not as bad as risk-seeking investors had feared. Three rate cuts of 25 basis points are still expected this year.BlackRock, the world’s largest asset manager, launched a tokenised fund on Ethereum in partnership with Securitize. Plans to do the same on other blockchains.The Ethereum Foundation reportedly received a confidential inquiry from an authority in the U.S. Hard to read into this too much with such little information.Among the altcoin updates covered: Stacks approves upcoming ‘Nakamoto’ upgrade, Solana’s UX issues and Optimism’s prover goes live on testnet.