DAPP News and Press, VanEck Vectors¿ Digital Transformation E From 10/26/22

Summary Sentiment, positioning, network activity, network growth and other on-chain indicators continue to trend favourably and appear positive for the long-term outlook for crypto and digital assets. Bitcoin miners currently pose meaningful downside risk to crypto markets, given ...

Summary Digital assets are a new and distinct asset class that, despite considerable volatility, is rapidly maturing. To analyse digital assets, we apply the lens of traditional finance (“TradFi”). By combining this framework - informed by decades of experience in eq...

Summary Why big U.S. tech earnings may come in better than expected this quarter. Revenue at some tech cos are benefiting from higher inflation, which is helping to offset the strong U.S. dollar. How Apple's ad tracking policy has changed the targeted ad game. ...

Summary In a crypto bear market that has seen trillions in digital assets valuations disappear, crypto gaming continues to attract significant early-stage funding. Mobile gaming has grown to be a massive category for traditional gaming and has generated the majority of growth in r...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary Persistent inflation spurred the US Federal Reserve to raise interest rates aggressively in the third quarter, with 0.75% hikes in both July and September. Earnings estimates for equities had continued to climb during the early part of the year and only started to moderate...

Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...

Summary Major upgrades across smart contract platforms lay the groundwork for scaling blockspace availability without the $50 gas transactions that marked the last bull cycle. Smart contract platforms saw major protocol upgrades across multiple chains in September. These upgrades ...

Summary The tech-heavy Nasdaq Composite index relapsed and is back to where it was in July 2020. The massive valuation overshoot in the recent everything bubble – and hence the downside now – is hard to appreciate until quantified and compared historically. Last ...

Summary Few sectors escaped this year’s global equity selloff in Q3. Those most vulnerable to the punishing effects of the recent spike in interest rates have paid an especially heavy toll. Real estate, telecom, utilities and tech were the worst performers in most marke...