Institutional Investment
加密多空:牌照、流动性与交易所品质的地理转移
在本周的《加密货币多空通讯》中,Joshua de Vos 分享了来自Benchmark最新报告的见解,探讨了交易所格局如何趋于成熟并更加注重执行力,但随着区域许可差异化、流动性分散及透明度不均,市场呈现出越来越不平衡的态势。随后,我们将通过Andy Baehr的“氛围检查”一文,展望数字资产市场在2025年最后几周的可能走向。



2025年第二季度:从资产负债表到基准指标
CoinDesk 数据分析师 Joshua de Vos 解析了 7 月份的数字资产报告,探讨了企业财务采用情况、占据新闻头条的数字资产以及基准指标在资本决策中的作用。

Institutional Investors Will Be Scared Away From Crypto for Some Time: Strategist
Who is going to stand to benefit from the FTX collapse? "People with big names and very large balance sheets," says Opimas CEO and founder Octavio Marenzi, referencing Fidelity and BNY Mellon. Plus, his outlook on institutional investment in crypto.

Oasis Pro CEO: 'Choppy' Short-Term Trading Ahead for Bitcoin
Oasis Pro Markets LLC CEO Pat LaVecchia discusses his take on bitcoin's next move and why he expects price action in the next six months to be "choppy." Plus, insights into institutional investor sentiment.

Bitcoin Down 36% Over the Past 8 Weeks, Where's it Headed to Next?
Josh Olszewicz, head of research at investments manager Valkyrie, discusses the possible forces driving BTC's 36% decline in the past two months and where he sees a positive upside. Plus, insights into Valkyrie's ETFs and the role of institutional investors in the crypto market rout.

ETF Trends CIO: Institutional Demand for Crypto ‘Absolutely Still There’
Bitcoin has traded in a sideways range over the past week. ETF Trends CIO & Director of Research Dave Nadig discusses his take on bitcoin’s buying opportunities and trajectory in the future. “There’s very little question that institutional demand is still there,” Nadig said.


