Cryptocurrency valuations retreated in February 2025, in sync with rising macro risks and falling tech stock prices. A hack of a major cryptocurrency exchange and a drop in meme coin trading activity may have also weighed on the market.
JinseFinanceMicroStrategy has spent a total of more than $16.5 billion on buying Bitcoin, and the $16.5 billion comes mainly from two sources.
JinseFinanceAlthough Ethereum has underperformed Bitcoin so far this year, it still outperforms the smart contract platform crypto industry index.
JinseFinanceGrayscale Research believes that Polymarket has the potential to become a “source of truth” by leveraging the transparency and record-keeping of blockchain technology, market incentives, and the collective wisdom of users.
JinseFinanceThe US regulatory approval of crypto ETFs has saved Grayscale from danger, but it has also introduced more powerful competitors. The landscape of crypto asset management has undergone tremendous changes due to the entry of traditional asset management companies.
JinseFinanceOne way investors value assets in the smart contract platform crypto space is by analyzing their fee-generating ability over time.
JinseFinanceGrayscale Bitcoin Trust (GBTC) sees sharp outflow decline after announcing mini Bitcoin ETF, instilling investor confidence.
Xu LinGBTC is different from other Bitcoin ETFs because it existed as a Bitcoin investment fund before it became an ETF.
JinseFinanceGrayscale Research’s analysis shows that traditional balanced portfolios can achieve higher risk-adjusted returns with a modest allocation to cryptocurrencies (approximately 5% of total financial assets).
JinseFinancePart Three: 3AC, Grayscale, Genesis, and DCG
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