ETHE News and Press, Grayscale Ethereum Trust (ETH) - Units From 06/16/22

Total crypto market cap is now below $900 billion, a whopping 70% decline off the November 2021 peak. Ethereum finds weak support here, but more solid demand should appear down at the $650 level. Trading at a severe discount to its holdings' value, ETHE is an expensive and complex...

Though we are seeing the makings of some favourable readings in many on-chain, derivatives, technical and sentiment indicators, the macro and liquidity environment moving forward remain a significant headwind for crypto assets. Rather than signaling a bottom, many of these metrics are per...

When money is virtually free for borrowers and near-nil yielding for investors, many people do dumb stuff with money. But when rates rise sharply, the riskiest bets blow up, and investors get reminded that capital options are far from equal. Return of principal matters most in the...

What's Working is "Risk On" and What's Not Working are Bonds and Defensive Sectors. Enterprise Tech is Starting to Show Signs of Strength. Energy Continues Higher, Despite Higher Supply from OPEC+. For further details see: Is Tech Looking Better? Retail Sure Isn't; Energ...

Investment assets can be classified into those with an inherent vs fiat money return. Both are valued according to a common principle linked to real GDP growth described herein. In addition to showing how these assets are valued, this post discusses investment implications given s...

Davos 2022, the annual meeting of The World Economic Forum, came to an end with many experts painting a bleak outlook for the global economy. Wall Street analysts, economists, and industry leaders agree that a global recession is likely. A close evaluation of some of the topics di...

On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. The Fed is raising rates and reducing liquidity by allowing assets on its bal...

John Paulson’s 13F portfolio value increased marginally from $3.24B to $3.25B this quarter. Paulson & Company added SPDR Gold Trust ETF while reducing Pacira BioSciences and TIM S.A. They also dropped Shell plc and TotalEnergies SE. The top three positions are at 43% of...

Since its peak at the end of 2021, nearly $8 trillion in market cap has been knocked off the S&P 500 alone. As home prices were leaping over the past few years, households sustained spending by borrowing against their rising equity. It’s spooky that this cycle has combi...

The bottom fell out of the crypto market recently. We think most altcoins are likely doomed, but that the big dogs Bitcoin and Ether can prosper. We anticipate a rally now, followed by more weakness, followed by a true larger-degree move up in each of them. For further detai...