Join Matt and Nick as they discuss Bitcoin's historic rise above $100,000 and the potential for a strategic Bitcoin reserve in the U.S. They also touch on the resurgence of older cryptocurrencies, President-elect Donald Trump’s latest pro-crypto appointments, and more.

Key Takeaways 

1. Bitcoin (BTC) surpassed $100,000 for the first time, a significant milestone for the leading cryptocurrency.
2. Older cryptocurrencies, or 'dino coins', are seeing renewed interest.
3. Whether the U.S. government establishes a strategic BTC reserve remains the most important variable affecting the rest of this bull market.
4. President-elect Donald Trump continued to make pro-crypto appointments last week by way of Paul Atkins and David Sachs. Atkins will be chair of the SEC and Sachs will be the White House A.I. & Crypto Czar.

Join Matt and Nick as they discuss the recent fluctuations in the crypto market, focusing on Bitcoin's near approach to $100,000 and the significant rally in altcoins, particularly XRP. They also explore Ethereum's ETF developments, MicroStrategy's continued Bitcoin accumulation, and more.

Key Takeaways 

1. Bitcoin (BTC) failed to surpass $100,000 despite MicroStrategy and Marathon buying more than $2B worth of BTC in recent days.
2. When measured against BTC, altcoins had one of their strongest weeks of the year. The standout performer was XRP, which nearly doubled in value over the past week.
3. The market is every chance to consolidate for at least a few weeks after such an aggressive rally. However, we still believe the market is poised for higher highs in 2025.
4. Hyperliquid (HYPE) executed the largest airdrop to date. At one stage, the median average of the HYPE airdrop was worth $30,000 USD.

Join Matt and Nick as they discuss how Bitcoin put in its strongest September in over a decade. They also cover U.S. Vice President Kamala Harris’ first comments about blockchain; crypto announcements from Visa and PayPal; altcoins; and more.

Key Takeaways 

• Bitcoin (BTC) put in its strongest September in over a decade. We now enter Q4, which is BTC’s best quarter based on past performance.
• BNY Mellon, the world’s largest custody bank, received approval from the U.S. SEC to custody the spot Bitcoin and Ethereum ETFs. It was also granted an exemption from SAB 121, essentially making it commercially viable for BNY Mellon to start offering crypto custody services.
• U.S. Vice President Kamala Harris said she wants the country to “remain dominant” in blockchain and other emerging technologies. While it is somewhat encouraging to see Harris finally mentioning crypto, we still lack any clear details about her crypto policies would be if she wins November’s election.
• PayPal and Visa each announced their latest crypto offering, a promising sign for adoption.
• While FTX distributions are likely to start in Q4, the process will likely extend into 2025. This story is not as bullish as many are making it out to be.
• Among the altcoin updates covered: Celestia’s $100M funding round, EigenLayer’s EIGEN token becomes transferable, and Ethena’s new stablecoin tied to BlackRock’s BUIDL fund.

The team discuss the Ethereum withdrawals and it's impact on the Market, Further, they dissect the new a16z crypto report, of which gaming is a major takeaway. 

1. U.S. inflation at 5% and continues to decline. Still very high.
2. Ethereum withdrawals are live. We predicted a positive/non-event, it was positive.
3. a16z released a crypto report. Gaming has x23 times more transactions than DeFi. 
4. U.S. legislators drafting new stablecoin bill. An attempt to ban non-fiat backed stablecoins.
5. Apple approves Uniswap's wallet app and Solana's Saga phone to start selling on May 8. 

Timestamps: 

00:00 Welcome

00:27 Markets

04:42 Ethereum

11:11 a16z Crypto Report

14:57 Uniswap Wallet

16:52 Solana's Saga Phone

19:33 Regulation

23:16 Stablecoins

27:40 Scaling

Join us as we reveal the top 5 key indicators for predicting the next big move in crypto! From gaming to developer activity, scaling blockchains to brand adoption of NFTs, we'll uncover where we are in the crypto cycle.

The Ethereum staking landscape has changed. Liquid staking derivatives (LSD) are the hot new thing. LSDs allow you to cover your ETH into a derivative of ETH, while still allowing you to earn rewards. Of course there are risks and there are rewards! 

In this episode, I cover what LSDs are, why you want to do it, the top 3 protocols (Lido, Coinbase and Rocket Pool) and, of course, the risks.

Bitcoin has had a monster 3 months, rallying 90% in 3 months. Whilst most people were bearish last year, we've seen the fundamentals had been really strong although the mainstream were saying otherwise. There are a lot of bullish factors playing into the market now with some tailwinds that should see us push to good prices coming into the halving. I take you through the ins and outs of what's going on and what to prepare for in April.

Our Head of Research, Matt, share the trends he expects to dominate the crypto market in the second quarter of 2023.

Major themes to watch include Ethereum staking, liquid staking (e.g. Lido, Rocket Pool), other smart-contract blockchains (e.g. Solana, Avalanche), layer-2 solutions (e.g. Arbitrum, Optimism, zkSync) and regulations.

Timestamps:

00:00 Intro

00:40 ETH Withdrawals

02:25 Liquid Staking

03:10 Lido V2

03:37 Rocket Pool Atlas Release

04:42 StakeWise V3

06:10 Solana & Avalanche

09:40 Layer 2

15:00 Binance Allegations

17:11 Outro

BTC pushes past $30k for the first time in 10 months. Bullish, but it won't last.

US treasury released a report on DeFi protocols- "The Dollar is used more for crime."

Binance continues to face regulatory heat with products removed from Australia. Not your keys..

There is a growing momentum of Cryptocurrency outside of the United States. Singapore, Japan, HK

Etheruem withdrawals should have happened by now. A likely non-event.

The team provided 1 underappreciated news event this week. 

Our Senior Research Analyst, Nick, explains why he covered Polygon (MATIC) in Collective Shift's new Monthly Altcoin Report.

He describes the importance of recent developments for Polygon such as the beta version of the Polygon zkEVM, Polygon partnering with Immutable to build Immutable zkEVM, new gaming partnerships, and more.

Monthly Altcoin Report (Pro Members): https://collectiveshift.io/investing/monthly-pro-altcoin-update-mar-2023/

Timestamps:

00:00 Intro

00:37 State of Polygon

00:51 Polygon zkEVM

04:05 Immutable zkEVM

07:30 Gaming Partnerships

08:25 Salesforce

10:10 Outlook

11:50 Outro

The BLUR NFT Marketplace has been dominating the NFT mindshare, overtaking Opensea by NFT trading volume and even forcing Opensea to reduce their fees! Is it mostly due to its token airdrop where users got over thousands of $$? 

Though not without its risks (wash trading, token use etc.) The BLUR NFT marketplace is proving to have stay power and is currently the preferred NFT marketplace over Opensea. 

In this episode, we give you an introduction to the BLUR NFT marketplace and show you how to buy an NFT. 

https://blur.io/

00:00 Welcome

00:40 Topics

01:33 Introduction to Blur

05:12 Risks

08:22 Website Overview

11:26 Airdrop

14:02 Trading

16:46 Wallets

18:06 Conclusion

Our Senior Research Analyst, Nick explains why Bitcoin has relatively safety in the market via increased regulatory clarity and fewer risk points than the rest of the crypto market.

In the first quarter of 2023, BTC was the world's top-performing asset. Year to date, BTC is +70% and remains 60% below all-time highs.

Timestamps:

00:00 Intro

00:36 Bitcoin Rally

01:39 Regulatory Status

04:40 Bitcoin's Purpose

07:34 What Next?

11:11 Bitcoin vs Other Cryptocurrencies

11:57 Outro

Our Head of Research, Matt, shares his takes on Binance and its CEO being sued by a U.S. regulator. This news made headlines globally and caused cryptocurrency prices to fall.

As the world's largest crypto exchange, Matt explains the significance of this news; what it means for Bitcoin (BTC), Ethereum (ETH) and the market; and whether more regulators will come after Binance.

Timestamps:

00:00 Intro

00:25 Binance vs CFTC

02:30 Implications for Crypto

04:25 More to Come?

07:00 Self-Custody Reminder

09:52 The Race to Regulate Crypto

11:38 Outro

Join Matt and Nick as they break down Token2049 and Solana Breakpoint 2024, two of the largest crypto conferences of the year. They also discuss the latest with World Liberty Financial (WLFI), the upcoming crypto project associated with Donald Trump and the Trump family.

Key Takeaways 

• The U.S. central bank cut rates for the first time in more than three years. Further cuts are expected by year-end and throughout 2025, ideal conditions for risk-on assets such as crypto.
• Donald Trump and other Trump family members shared limited information about World Liberty Financial and its WLFI token.
• Token2049 was likely the largest crypto conference to date. Key themes included DePIN and Crypto x AI.
• Solana Breakpoint was an overwhelming success. It featured Firedancer development updates, multiple project announcements, and more. Next year’s will be in Abu Dhabi from December 11–13.
• Among the altcoin updates covered: USDC stablecoin arrives on Sui and Maker officially rebrands to Sky.

The Arbitrum Token has launched! 

Arbitrum is a layer 2 Scaling solution on top of Etheruem, they released their governance token to help with decision making and decentralisation. Their website crashed while some smarter people managed to cash out 10's of thousands of tokens in illiquid markets! 

This is a guide to help with understanding where Arbitrum sits.

https://arbitrum.foundation/

Timestamps: 

00:00 Arbitrum is OUT

01:29 Topics

02:16 Topics

06:37 CHEATERS

08:19 Distribution

10:21 Arbitrum docs

14:08 Security Council

16:26 Stats

19:48 Collective Shift

21:30 Airdrops

23:15 Conclusion

24:22 Methods

In this episode, we take a closer look at the current state of the Bitcoin market, which has seen a 60% increase in value this year. We examine the four-year supercycle that Bitcoin tends to follow, as well as explore whether Bitcoin has already hit its bottom or if there is still room for growth.

This is a partial recording of our weekly Member Town Hall from March 27th, 2023. Below are some topics discussed between the team and the community.

• An update on the Banking crisis with an emphasis on the regional banks
• SEC pursues Coinbase, a pivotal turning point for the crypto industry
• Clever Marketing or the future, Bitcoin to $1M in 90 days
• Nasdaq to open crypto Custody in Q2 2023- Bullish
• News from Avalance, Zk Sync, Matic and Immutable Labs
• Terra's Do Kwon, reprimanded into custody. 

Timestamps: 

00:00 Welcome

00:55 Market recap

02:05 FED Rate

05:40 Banking Crisis

10:25 SEC vs Coinbase

19:00 Terra + Do Kwon

20:00 Bitcoin to $1M

25:00 Nasdaq

27:00 Microsoft

29:30 Zk Sync

30:20 IMX + Polygon

32:55 Avalanche

39:10 End of Public

Our Senior Research Analyst, Nick explains why Merit Circle is a project still worth monitoring even in the crypto bear market. With gaming touted as a sector that could spark the next wave of adoption of cryptocurrencies, NFTs and blockchain technology, now is an opportune time to be monitoring projects such as Merit Circle.

Timestamps:

00:00 Intro

00:28 Overview

00:50 Merit Circle

02:46 Game Developers Conference

03:31 Flow of Value

05:28 Analysis

09:50 Outlook

11:41 Outro

What happens when you need an aggregator that aggregates all the other aggregators!? 

Well, the team at DefiLlama had the same thought. So they built the DefiLlama Meta-Aggregator! 

As I explained in this video, think of a pyramid, at the bottom are all the different Liquidity provider pools or AMMs, one level above them is an aggregator that finds the best route for your swaps. There can be multiple aggregators looking at different AMMs or liquidity pools. This Meta-Aggregator goes to the third level, finding you the best aggregator that finds you the best swap.

It's a great tool, I use it almost exclusively for all my EVM swaps. Give it a go!

https://swap.defillama.com/

https://defillama.com/

Matt (Head of Research) explains the latest U.S. bank collapses of Silvergate, Silicon Valley Bank (SVB) and Signature Bank. After these collapses, Bitcoin's price soared to 9-month highs of $25,000 and the broader crypto market also rallied.

He also shares his take on whether there will be more collapses or whether U.S. authorities have done enough to restore confidence in the banking system.

Matt's Article (Available For All Members): https://collectiveshift.io/bitcoin/bank-collapse-implications-and-why-btc-rallied/

Timestamps:

00:00 Intro

00:16 Collapses of Silvergate, SVB & Signature Bank

01:42 USDC Stablecoin Depeg

02:44 Why the Banks Failed

05:44 Case for Bitcoin

07:40 Liquidity Backstop

08:25 Will More Dominoes Fall?

10:03 Outro

Nick (Senior Research Analyst) explains a major Ethereum upgrade that will enable ETH stakers to withdraw their staked ETH. Withdrawals are expected to go live in April.

With many thinking this will cause ETH's price to tumble, Nick explains why he believes the enabling of withdrawals may actually be a good thing for ETH in the short term.

Timestamps:

00:00 Intro

00:27 ETH Withdrawals

01:42 Sources of Sell Pressure

02:57 De-Risking Effect

04:50 Other Arguments Why ETH Price Won't Collapse

08:44 Expected Date of ETH Withdrawals

09:35 Upcoming Ethereum Milestones

11:12 Outro

This is your February Bitcoin Update with Taylor from the Imperial Wealth Mining Store.

Key Takeaways:

• Bitcoin Hashrate continues to climb despite market and energy turmoil. 
• Miners are bullish on Bitcoin, Ordinals are a different story. 
• $2M in fees have been generated by ordinals on bitcoin.
• Imperial Wealth launched their mining facility in the US
• Terrawulf launched mining facility utilising nuclear energy with 8000 machines
• One Bitcoin miner solved a block and received $165k in BTC

TIMESTAMPS:

00:00 Welcome

00:48 BTC Mining

05:13 Ordinals 

08:10 Fees

11:38 Terrawulf

16:15 Marathon Digital

17:55 LUCKY $165K

21:56 Bitmain

24:58 BTC Price Prediction

This is a partial recording of our weekly Member Town Hall from March 17th 2023. Below are some topics discussed between the team and the community.

1. Operation Chokepoint 2.0 is well underway.
2. The FED will pivot, and markets now expecting only a 0.25% increase in rates. Bullish for risk assets.
3. Bitcoin dominance increases as Credit Suisse looks to be in the crosshairs. Hard asset anyone?
4. USDC regains 1:1 pegging to USD. The team stated not to panic in our recent post.
5. Arbitrum airdrop is here, Most members are eligible. The team covered this airdrop on our airdrop page.
6. Etheruem WIthdrawlas is set for April 14th. 
7. $200M lost as Euler Finance was exploited after 6 audits. Remember, it's the Wild West.
8. NFTs taking a back seat; Meta & Instagram shutter their projects while Starbucks sells out.

Timestamps: 

00:00 Intro

00:55 Market update

03:00 Bank Crisis

13:12 USA

17:15 USDC

19:00 Arbitrum

29:45 Arbitrum L3

32:10 Eular finance

35:15 NFTS

37:30 End of Public

Matt (Head of Research) explains why he covered Lido (LDO) in Collective Shift's new Monthly Altcoin Report.

Lido is the leading liquid-staking protocol on Ethereum, and other blockchains, and recently announced Lido V2. As the Ethereum staking market grows, Lido is poised to consolidate its dominance over its competitors.

Matt and Nick (Senior Research Analyst) discuss why Lido's competitors may still benefit even if they fail in gaining more market share.

Monthly Altcoin Report (Pro Members): https://collectiveshift.io/investing/monthly-pro-altcoin-update-feb-2023/

Timestamps:

00:00 Intro

00:27 Monthly Altcoin Report

00:54 Lido

01: 32 Liquid Staking

02:48 Lido V2 Upgrade

05:59 Lido's Dominant Market Power

08:29 Percentage of Supply Staked

11:18 Outro

Join Matt and Nick as they break down Trump’s new crypto project, World Liberty Financial, and Japan’s largest energy company expanding into Bitcoin mining. They also discuss certain altcoin updates related to Solana, EigenLayer, Ethereum Name Service, and more.

Key Takeaways 

• Crypto prices have rebounded, led by BTC. Notably, the ETH/BTC pair hit its lowest level since April 2021.
• World Liberty Financial, the upcoming DeFi project tied to the Trump family, is gearing up for launch. More details to come this week when Donald Trump appears on an X Space.
• A subcommittee of the U.S. House Financial Services Committee gathered for a 90-minute hearing devoted to DeFi for the first time. More crypto hearings will take place before the end of the month.
• Japan continues to adopt crypto and blockchain technology, with recent news highlighted by the country’s largest energy company announcing that it had started mining BTC with excess energy.
• Coinbase’s launch of cbBTC, a wrapped BTC token, may spur additional growth in the Bitcoin DeFi ecosystem.
• Among the altcoin updates covered: Solana Breakpoint 2024; Chainlink SmartCon 2024; EIGEN stakedrop; and ENS integrating into PayPal and Venmo.

Nick, Senior Research Analyst explains why he is excited about Coinbase's announcement of Base, a layer-2 blockchain built using Optimism's OP Stack solution.

Beyond explaining why this announcement is bullish for Optimism and Ethereum, Nick also breaks down the reasons why developers would want to build on the Base blockchain instead of others—even when Base isn't going to have a native token.

Monthly Market Report (Insider & Pro): https://collectiveshift.io/investing/monthly-market-update-btc-eth-hold-strong-yet-caution-lingers/

Timestamps:

00:00 Intro

00:43 Monthly Market Report

00:51 Base by Coinbase

01:57 Base Roadmap

03:04 Will Developers Build on Base?

04:45 Optimism vs OP Stack

06:58 Optimism, Arbitrum & Other Layer 2s

11:03 Inside Our Monthly Market Reports

11:33 Outro

The Collective Shift Mobile experience is here! 

Crypto on the go has never been easier with instant access to Collective Shift updates! 

This is your guide to get you started and takes you through discovering the application! 

Download here!

Timestamps: 

00:00 Mobile Experience

00:30 Download

01:30 Log In 

02:00 Dashboard

03:37 Filter

05:00 Ben Simpson

05:30 Multimedia

06:26 Comments

06:50 Notifications

07:18 Help Center

08:13 Chat to US

08:53 GO DOWNLOAD! 

This is a partial recording of our weekly Member Town Hall from [March 10th, 2023]. Below are some topics discussed between the team and the community.

1. Don't forget to download the Collective Shift Mobile App!
2. Crypto Crashes 15% following the continued banking crisis. The CS team predicted this.
3. Silvergate Bank files for Voluntary Liquidation. Operation Chokepoint continues.
4. Kucoin was sued by New York Attorney General. NYAG claims ETH is a security.
5. Uniswap launched its mobile wallet on iOS, while Apple is following.
6. NFTs in the news; Yuga Labs on Bitcoin, Amazon's digital collectibles &...
7. AI Art to be featured in the famous Louvre. You can buy it on OpenSea 

Timestamps: 

00:00 Welcome

01:00 Collective Shift Mobile

02:27 Market Prices

10:02 Silvergate

15:02 Eth is a Security?

21:15 Kucoin Sued

29:40 Yuga Labs

32:00 NFTs in the Louvre

38:40 Uniswap

41:42 End of public

We sat down with Illuvium Co-Founder and Game Designer Aaron Warwick to discuss Illuvium, how the games fit together, how development is tracking, and answer some member questions. 

Matt (Head of Research) shares the Collective Shift team's updated airdrop page. The airdrops page includes a list of crypto projects that have no token. It also has a section on the risks of airdrops and general strategies you can use to get more airdrops.

Matt and Nick (Senior Research Analyst) also reveal some of their 4 airdrop action items that they recently shared with Collective Shift members.

Airdrops Page: https://collectiveshift.io/airdrops/

Timestamps:

00:00 Intro

00:37 Airdrops Page

02:20 Blur

04:50 Arbitrum

05:09 StarkNet

05:14 Celestia

06:21 Airdrop Risks

08:44 OpenSea Token: Will It Launch?

11:33 Outro

Nick (Senior Research Analyst) explains how investors can get exposure to the metaverse category. Ways to get investment exposure to the metaverse include cryptocurrencies, indices, blockchains' native tokens and non-fungible tokens (NFTs).

He also explains what he wants to see from the metaverse sector in 2023. Whilst metaverses have received plenty of funding in recent times, they have yet to gain a significant amount of users.

Timestamps:

00:00 Intro

00:43 Metaverse Overview

01:57 Investing in the Metaverse Sector

03:42 Easiest Way to Get Exposure

06:43 Metaverse Index

08:08 Plumbing of the Metaverse

10:11 What's Ahead for the Metaverse Sector

11:39 Outro

Cryptocurrency is a digital or virtual currency that uses cryptography for security and operates independently of a central bank. It is a decentralized form of currency, meaning that it is not controlled by any single institution or government. 

Cryptocurrencies are based on a distributed ledger technology called the blockchain, which allows for secure and transparent tracking of transactions. 

Many cryptocurrencies, such as bitcoin, are based on a proof-of-work and proof-of-stake system, which rewards participants who contribute computing power to the network with the issuance of new units of the currency. 

Cryptocurrencies are becoming increasingly popular due to their potential for high returns on investment and their ability to provide a secure and decentralized means of conducting transactions.

Resource Link: https://collectiveshift.io/beginner/what-is-cryptocurrency/

This is a partial recording of our weekly Member Town Hall from March 03 2023.

Below are some topics discussed between the team and the community.

1. The Collective Shift Mobile Experience is here! The team is very proud!
2. Markets and FED Interest rates continue to be at the forefront of discussion.
3. Solana experiences MORE DOWNTIME. Does it still have a future? Nick & Matt; YES
4. Silvergate on the BRINK, Matt thinks BTC & Crypto prices will head lower
5. Gaming giant UNITY makes its bold entrance into Web3 Gaming; BULLISH

Matt (Head of Research) shares the low-cap altcoins he's thinking about investing in. Bitcoin and cryptocurrencies are in a bear market. Historically, Matt says this is the best time to be researching low-cap altcoins. When the market eventually recovers, investors who know the up-and-coming altcoins will be at an advantage. 

Timestamps:

00:00 Intro

00:25 Low-cap cryptocurrencies

01:20 StakeWise (SWISE)

03:45 Ethereum withdrawals

04:20 Liquid staking market

06:10 Layered staking in StakeWise V3

08:00 Other crypto investment categories

08:45 Non-fungible tokens (NFTs)

09:00 Decentralised finance (DeFi)

09:50 Outro

Nick (Senior Research Analyst) covers the metaverse sector. He breaks down the state of metaverses, which blockchains are attracting metaverse projects, and challenges facing metaverses built on blockchains. Examples of metaverses include Decentraland, Otherside and Minecraft.

Timestamps:

00:00 Intro

01:35 What the metaverse is

03:30 Why the metaverse matters

07:10 The metaverse market

08:05 Metaverse alliances

08:30 Increased usage by companies and governments

09:25 Types of metaverse

11:50 Challenges

14:45 Investment time horizons

15:50 Metaverse Report (Part 2)

16:25 Outro

Join Matt and Nick as they break down the crypto market sell-off, the state of crypto regulations in the U.S., Wells Fargo’s potential Bitcoin ETF push, and more. They also discuss certain altcoin updates including Arbitrum Stylus and Polygon’s token migration.

Key Takeaways

• The crypto market slid amid weakness in stock markets, with ETH temporarily hitting a year-to-date low under $2,200.
• Last week’s Bitcoin ETF flows totalled -$706M. Net outflows have now occurred for eight straight trading days.
• Wells Fargo reportedly plans to start actively pitching the spot Bitcoin ETFs to certain clients as of this month. Access to these ETFs should only keep improving over the coming months and years.
• Qatar announced a comprehensive framework for regulating crypto in a bid to attract global businesses.
• There are seven altcoin-specific conferences in the next seven weeks: Solana Breakpoint, Cardano Summit, Chainlink SmartCon, Ripple Swell, Stellar Meridian 2024, Cosmoverse, and Avalanche Summit LATAM.
• Among the altcoin updates covered: Arbitrum Stylus, MATIC to POL token migration, and Ripple USD (RLUSD).

Buying bitcoin is relatively simple and can be done through a variety of platforms. Centralised Exchanges are usually the easiest and fastest, they are online platforms where users can buy, sell, and store bitcoin using fiat currencies or other cryptocurrencies. Examples of well-known exchanges include Coinbase, Binance, and Kraken. In this video, we briefly explore 6 prominent exchanges.

Resource Link: https://collectiveshift.io/tools/where-to-buy-bitcoin-other-cryptocurrencies/

Coinbase announced their new Layer 2 Blockchain 'BASE'. Built using Optimism, It will be BIG.

BASE is minting a FREE NFT with 3 Days left. Do Not Fomo.

The fight continues between OpenSea and Blur. Who wins? YOU and ME, the consumers.

Hong Kong continues its pursuit of Blockchain innovation; while the US strangles innovation

Altcoins make headlines; Polygon cutting staff, RPL and Synthetix V3. Good and Bad

Web2 brands continue to experiment with Web3; Spotify this week. Matt is bullish on Music NFTs

00:00 Welcome!

01:35 Market Update

06:17 Hong Kong

09:45 CoinBASE- HUGE NEWS

23:00 Coinbase Competitors

27:00 OpenSea vs Blur

40:13 Polygon, Synthetix, RPL

44:10 End of Public

The above recording is from Feb. 24, 2023. Some article links are in the ‘Key Takeaways’ above.

1. BASE Blockchain
2. Spotify NFTs

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Matt (Head of Research) explains the recent regulatory news related to Kraken, Paxos and Binance, and why it caused Bitcoin, Ethereum and other cryptocurrencies to sell off.

He also explains why more regulation and enforcement action will continue affecting the crypto prices and the industry in the months ahead. Should investors worry? 

Timestamps:

00:00 Intro
00:30 Overview
01:20 Kraken U.S. Staking Ban
03:20 Paxos x Binance USD (BUSD)
05:05 Options for BUSD Holders
05:35 Regulations Affecting Crypto Prices
06:00 Upcoming Regulations
07:50 Are USD Stablecoins Safe?
10:05 Staking With Crypto Exchanges
11:40 Banking Challenges
12:25 Free Crypto Strategy Call

Nick (Senior Research Analyst) explains why he believes Cardano (ADA) is overvalued and shouldn't be ranked in the top 10 cryptocurrencies by market cap. He highlights its light on-chain activity and the lack of users of apps that are built on the Cardano blockchain. Nick also touches on some other blockchains and cryptocurrencies he believes are overvalued. #Cardano #Crypto #Blockchain

Timestamps:

00:00 Intro
00:45 Overview
01:37 Cardano (ADA)
02:35 Cardano vs Ethereum
03:18 Apps on Cardano
04:23 Total Value Locked (TVL)
04:40 Stablecoins
05:20 Why ADA Is #7 by Market Cap
07:40 Aptos (APT)
09:40 VeChain (VET)
11:05 Free Crypto Strategy Call

Kazakhstan Miners struggle with new regulation, new mining machines, increased power costs, acquisitions and mergers! This is an update on the Bitcoin & Crypto Mining industry from December 2022 & January 2023.

Miner revenues are down but total hashrate keeps climbing!

This is a partial recording of our weekly Member Town Hall from [Feburary, 17th, 2023]. Below are some topics discussed between the team and the community.

• Update on CPI
• Binance & Paxos in the Crosshairs
• Etheruem Withdrawals
• L2 Scaling 
• Blurr Token Airdrops
• Which 5 Crypto people would you over for dinner?

Timestamps:
00:00 Intro
02:40 Markets Update
03:00 Paxos & Binance
11:15 SEC Proposal
15:45 Ethereum
17:25 L2 Scaling
19:30 Blur Airdrop
32:00 Bonds on Polygon
34:20 End of Public

Matt, Head of Research explains why he believes Ethereum staking will be the major theme in crypto for 2023. We dive into restaking, distributed validator technology (DVT) and liquid staking (or pooled staking).

Projects mentioned that are tied to Ethereum staking include EigenLayer, SSV, Obol, Lido, Rocket Pool, StakeWise and Swell.

Nick, Senior Research Analyst breaks down his latest crypto gaming report with Matt, Head of Research. Topics included the state of crypto gaming in 2023; types of crypto games; and ways to invest in the sector (e.g. blockchains, gaming platforms, NFTs).

This is a partial recording of our weekly Member Town Hall from February, 10th , 2023. Below are some topics discussed between the team and the community.

1. Genesis and parent DCG reach agreement with Gemini
2. AI coins are pumping but is there actual value behind them
3. Long form discussion- rumors of crypto firms being targeted by US regulation or being cut off from banking rails
4. Alarms being sounded by industry leaders (Armstrong, Kraken, Nic Cartner, etc.)
5. Binance had USD rails cut off this week
6. Custodia Bank still in limbo

Are you ready to PLAY SOME GAMES!?

Join me as I explore my top 3 crypto games set to take the world by storm in 2023. From blockchain-based collectibles to decentralized gaming platforms, these games are not only fun to play but also offer the potential for real-world value! 

There are 6 Special Mentions and 3 of the top games I'll be keeping my eye on very closely! 

Watch now and see which games made the cut!

Check out the Collective Shift post of Crypto Gaming Part 1 

Join Matt and Nick as they break down August’s market performance, stablecoin supply hitting all-time highs, and the market outlook for September. They also discuss certain altcoins updates including outages for the TON blockchain and MakerDAO’s rebrand.

Key Takeaways 

• August was a rough month for crypto—led by BTC (-8.7%), ETH (-22.3%) and SOL (-21.1%)—while major U.S. stock indices managed to record their fourth straight monthly gain.
• Seasonality indicates that it will be more of the same in September, given it has historically been one of BTC’s worst months.
• Stablecoin supply hit all-time highs, indicating increased demand to use blockchains.
• Among the altcoin updates covered: TON struggles with network performance and MakerDAO rebrands to Sky.

This is a partial recording of our weekly Member Town Hall from [Feb, 03, 2023]. Below are some topics discussed between the team and the community.

• New ecosystems Aptos & Canto have seen prices rally, however, it doesn’t look sustainable.
• Bitcoin has seen a rise from an NFT group called ‘Ordinals’. People aren’t happy about it.
• The team individually share what 2023 looks like from their perspective; Bitcoin, Ethereum, Alt L1s
• Even in the bear market; there are multiple projects that soar; Jack Butcher & Cockpunch!
• NFTs aren’t going anywhere with Amazon getting their hands dirty & Rug Radio’s new drop.

Crypto Twitter (CT) is made up of individuals who follow crypto but are active on the social media platform Twitter. This community includes investors, traders, developers, and enthusiasts who use the platform to share news, analysis, and opinion about various digital assets and the broader crypto market. 

In this episode, we dive into 15 people I think you should be following in 2023! From bitcoin to Ethereum to even special mentions! 

These are the top 6 crypto trends for 2023 by the Collective Shift analysts. We look at important developments in the world of cryptocurrency, including the growth of stablecoins and the impact of crypto regulations. For detailed research, visit the resource link below.

Resource link: https://collectiveshift.io/?slug=things-to-watch-in-2023