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Price of ETH has outperformed BTC both in April (57%) and YTD (64%)
#1
Interesting read and May forecast:

"
Last month we published our first monthly market outlook with insights, analysis and perspectives on crypto and the broader financial markets. We received a very positive response to the April Outlook and as we head into May we’re pleased to offer you our latest thoughts on a variety of topics, including the overall stock market’s performance and what it means for crypto, why Ethereum’s price is outperforming Bitcoin’s and whether that will continue, and (of course) what impact we expect from the bitcoin mining reward “halving” anticipated on 12 May.
Summary
1. Market movements: BTC is outperforming gold, but Bonds are outperforming BTC
·       Crypto continued its rebound from its mid-March lows and at end of April bitcoin was up 22% for 2020
·       Bitcoin has also outperformed other assets that have generated a positive return for 2020 (eg gold +6%), but is underperforming long-dated US Treasuries (eg TLT ETF + 23%) and a few cryptoassets
2. Will Ethereum (ETH) continue to outperform bitcoin, or are improved fundamentals and Ethereum 2.0 already priced in?
·       Price of ETH has outperformed BTC both in April (57%) and YTD (64%)
·       Ethereum (ETH) has shown positive fundamentals in 2020 with rising ERC-20-based stablecoin use and progress towards Ethereum 2.0 rollout
·       Overall, holding ETH is probably riskier than holding BTC, but as the various forms of wrapped BTC (eg WBTC) gain momentum there is growing recognition that Bitcoin and Ethereum are more complementary than competitive
3. What is going on with the stock market, and what does it mean for crypto?
·       US GDP shrank by nearly 5% in Q1 and over 30 million Americans have now filed unemployment claims in the last six weeks, but the S&P 500 index gained 13% on the month and is now only down 10% year-to-date.
·       Amidst this environment, more and more evidence indicates that institutional and retail investors are looking to both gold and bitcoin as an alternative to buying stocks at present valuations.
4. Pre-halving hashrate has rebounded to near all-time highs and why there are more on-chain transactions than it seems at first glance
·       The third halving is coming soon in May, we looked into previous halving cycles. The hash rate has confirmed the rebound we announced in April, and is back to high levels of 2020.
·       Confirmed transactions have slowly increased throughout the month of April; we dive into what it really means and look back at the recent drop in March.
·       As the Bitcoin network became congested toward the end of April, we explain how mempool size and fees per transaction are related.
5. Key takeaways from bitcoin’s pre-halving price recovery
·       Stablecoin activity can act as a proxy of risk-on/risk-off behavior in the cryptocurrency markets, and throughout the last few months we’ve seen daily active addresses increase for Tether
·       There are some early pre-BTC halving signals of derivatives traders opening more short positions.
6. Why this halving will be different from previous halvings
·       In 2020 we have a much broader array of market participants, larger market players, more established exchanges, and a far more developed derivatives market
·       Miners are also relatively smaller market players now in 2020 than they were in the past
·       Bottom line: the 2020 halving will likely have less price impact than the 2012 and 2016 halvings
 


https://medium.com/blockchain/may-market...2c44a7aa0b
Cardano is the most promising 3 gen. crypto right now.


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#2
(2020-05-10, 03:36 PM)Carsten Wrote: Interesting read and May forecast:

"
Last month we published our first monthly market outlook with insights, analysis and perspectives on crypto and the broader financial markets. We received a very positive response to the April Outlook and as we head into May we’re pleased to offer you our latest thoughts on a variety of topics, including the overall stock market’s performance and what it means for crypto, why Ethereum’s price is outperforming Bitcoin’s and whether that will continue, and (of course) what impact we expect from the bitcoin mining reward “halving” anticipated on 12 May.
Summary
1. Market movements: BTC is outperforming gold, but Bonds are outperforming BTC
·       Crypto continued its rebound from its mid-March lows and at end of April bitcoin was up 22% for 2020
·       Bitcoin has also outperformed other assets that have generated a positive return for 2020 (eg gold +6%), but is underperforming long-dated US Treasuries (eg TLT ETF + 23%) and a few cryptoassets
2. Will Ethereum (ETH) continue to outperform bitcoin, or are improved fundamentals and Ethereum 2.0 already priced in?
·       Price of ETH has outperformed BTC both in April (57%) and YTD (64%)
·       Ethereum (ETH) has shown positive fundamentals in 2020 with rising ERC-20-based stablecoin use and progress towards Ethereum 2.0 rollout
·       Overall, holding ETH is probably riskier than holding BTC, but as the various forms of wrapped BTC (eg WBTC) gain momentum there is growing recognition that Bitcoin and Ethereum are more complementary than competitive
3. What is going on with the stock market, and what does it mean for crypto?
·       US GDP shrank by nearly 5% in Q1 and over 30 million Americans have now filed unemployment claims in the last six weeks, but the S&P 500 index gained 13% on the month and is now only down 10% year-to-date.
·       Amidst this environment, more and more evidence indicates that institutional and retail investors are looking to both gold and bitcoin as an alternative to buying stocks at present valuations.
4. Pre-halving hashrate has rebounded to near all-time highs and why there are more on-chain transactions than it seems at first glance
·       The third halving is coming soon in May, we looked into previous halving cycles. The hash rate has confirmed the rebound we announced in April, and is back to high levels of 2020.
·       Confirmed transactions have slowly increased throughout the month of April; we dive into what it really means and look back at the recent drop in March.
·       As the Bitcoin network became congested toward the end of April, we explain how mempool size and fees per transaction are related.
5. Key takeaways from bitcoin’s pre-halving price recovery
·       Stablecoin activity can act as a proxy of risk-on/risk-off behavior in the cryptocurrency markets, and throughout the last few months we’ve seen daily active addresses increase for Tether
·       There are some early pre-BTC halving signals of derivatives traders opening more short positions.
6. Why this halving will be different from previous halvings
·       In 2020 we have a much broader array of market participants, larger market players, more established exchanges, and a far more developed derivatives market
·       Miners are also relatively smaller market players now in 2020 than they were in the past
·       Bottom line: the 2020 halving will likely have less price impact than the 2012 and 2016 halvings
 


https://medium.com/blockchain/may-market...2c44a7aa0b

I will read this later. Just arrived home from a long and hard day.
Now the lock down is comming to an end and economy is starting again, all posponed work suddenly needs to be done in a minimum of time.
I am completely exhausted.
What is this thing that builds our dreams, yet slips away from us?

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#3
It's fine Hugues.

Yes but I don't think anything will be "normal" for a very long time. It's good that you have something to do. Not all have an income anymore.
Cardano is the most promising 3 gen. crypto right now.


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