Sign in Subscribe

Seran Dalvi

GameStop Tumbles, Crypto Follows

GameStop Tumbles, Crypto Follows

ByteFolio Issue 111; One of the reasons attributed to crypto strength over the past year, is the hope for interest rate cuts. On Friday, the US released its jobs data, and the economy is still too strong for cuts. US treasuries fell (black) along with Bitcoin and Gold, which both

Ethereum ETFs Won’t Match Bitcoin ETFs

Ethereum ETFs Won’t Match Bitcoin ETFs

ByteFolio Issue 110; When the Bitcoin ETFs were launched in the USA, the Bitcoin funds, including Grayscale, held 837,000 BTC, worth $40 billion at the time. Around 622,000 of those BTC were held by Grayscale, and the rest in the non-US ETFs. Grayscale alone held 75% of the

Before Bitcoin, We Had Silver

Before Bitcoin, We Had Silver

ByteFolio Issue 108; I couldn’t help but notice the BTC Silver (XAG) pair emerging in recent days. It’s an interesting development because pre-Bitcoin, silver was the asset of choice for those forecasting the end of the dollar and debasement. But, as Bitcoin grew in size and credibility, rising

Bitcoin Dominance

Bitcoin Dominance

ByteFolio Issue 107; Many find it surprising that Ethereum (ETH in blue) has continued underperforming Bitcoin this cycle. There was a relative high in late 2021 (red), but that was below the levels seen in 2018. Bitcoin has done more than twice as well as ETH over the past 6.

The Evolution of Finance: Real-World Assets Tokenization

The Evolution of Finance: Real-World Assets Tokenization

ByteFolio Issue 106; In the realm of cryptocurrency, trends come and go in cycles. It began with the emergence of DeFi, followed by subsequent trends such as GameFi, NFTs, AI/Computing, DePIN, and now, Real-World Assets (RWAs). What sets RWAs apart is their potential magnitude, with the tokenization industry projected

When’s Alt-season?

When’s Alt-season?

ByteFolio Issue 105; Crypto breadth has slumped. The recent peak occurred on 13 March, shortly before halving, and has dropped back to less excitable levels. At this point, there are still few downtrends by bear market standard, because it takes time for the 280-day moving averages to turn down. That

Halving Doubts

Halving Doubts

ByteFolio Issue 104; Bitcoin’s 840,000th block passed without incident. The new block reward is 3.125 BTC, which has dropped from 6.25 BTC last cycle, 12.5 BTC pre-2020, 25 BTC pre-2016, and 50 BTC pre-2012. They don’t pay the miners like they used to. As