Få fri adgang til alle lukkede artikler på ugebrev.dk hele sommerferien:
Tilmeld dig tre udgaver gratis af aktieanalysepublikationen ØU Formue, der udkommer igen til august
Beautiful BTC
Schoolbook range break out continues…
Source: LSEG Workspace
BTC volatility
BTC volatilities picking up some steam, but we are far from exuberant BTC volatility behavior.
Source: Velodata
Et tu ETH
ETH with a similar schoolbook break out continuation move. Chart 2 shows ETH volatility picking up. Note that ETH volatility has been much more mean reverting compared to the BTC volatility reset this year.
Source: LSEG Workspace
Source: Velodata
Nailing it
Standard Chartered have been nailing the BTC bull, over and over. Gentle reminder of what they pointed out in early July, in case you missed our BTC break out note from back then:
1. ETF inflows and corporate treasury buying of BTC are set to exceed the Q2 level (245k BTC) in Q3 and Q4.
2. Potential Q3 drivers include Fed Chair Powell’s early replacement and passage of the US stablecoin bill.
3. In Q4, we expect the market to brush off concerns about the BTC halving cycle.
4. We continue to see BTC rising to around USD 135,000 by end-Q3 and to USD 200,000 by end-Q4.
Source: Standard Chartered
Vær et skridt foran
Få unik indsigt i de vigtigste erhvervsbegivenheder og dybdegående analyser, så du som investor, rådgiver og topleder kan handle proaktivt og kapitalisere på ændringer.
- Vi filtrerer støjen fra den daglige nyhedscyklus og analyserer de mest betydningsfulde tendenser.
- Du får dybdegående og faktatjekket journalistik om vigtige erhvervsbegivenheder lige nu.
- Adgang til alle artikler på ugebrev.dk.
