See the live Arbitrum price in EUR. Buy Arbitrum or add it to your Crypto Strategy.

Obetavne napovedi 🚀

V pričakovanju volitev v ZDA in veliki verjetnosti za zmago podpornika bitcoina, se za risk-on naložbe (kriptovalute) pričakuje zelena jesen. ✅

NEWS

Pojavila so se ugibanja, da bo Trump na konferenci ta teden naznanil uvedbo strateških rezerv države v Bitcoinu ob njegovem predsedovanju. 

Optimizem v kripto svetu spodbujajo zapleti v demokratskem taboru. Biden je v nedeljo izstopil iz tekme za naslednji predsedniški stolček, pričakuje se da ga bo v kandidaturi zamenjala Kamala Harris.

STANJE NA TRGIH

• Fear& greed index se vse bolj nagiba na ponovni pohlep vlagateljev  64/100 točk 📈📈
• Prihajajoča Altcoin sezona (alti outperformajo Bitcoin🚀)

Prejšnji teden so spot BTC ETFs doživeli pritok v vrednosti $1,2 milijard💰💰 kar je dobra popotnica tudi za jutrišnje lansiranje ETH ETF skladov. 

Blackrock in druščina so objavili podrobnosti o prihajajočih ETH ETF skladih. Večina bo v začetni fazi imela ničelno provizijo, med njimi pa ne bo ravno Blackrocka, ki bo že v začetku uvedel provizijo.

Skrbi vzbujajo visoke provizije prihajajočega Grayscale sklada, kar se lahko ob prenizkem povpraševanju odrazi v obliki odlivov, kot pri Bitcoin ETF skladu v začetku leta.  

Ob prihajajoči altcoin sezoni in potencialnem uspešnem začetku trgovanja z spot ETH skladi se nadejamo visokih rasti. Zato smo v strategiji povečali utež $ETH in sorazmerno zmanjšali utež $BTC. V strategijo smo dodali Arbitrum $ARB kot L2 rešitev na Ethereumu ter tokenizirano zlato $PAXG, ki imata velik potencial za rast.

#ToTheMoon 🌔

Mt. Gox Funds Distribution

The Mt. Gox trustee recently moved significant amounts of $BTC and $BCH, leading to a slightly bearish market reaction. Kraken, one of the five exchanges selected to receive Mt. Gox funds, has confirmed receipt of these funds. Payouts to creditors' accounts are expected within 7 to 14 days. This distribution marks the end of a long wait for Mt. Gox creditors, who have endured over ten years to reclaim their funds. The distribution could influence market dynamics, potentially increasing liquidity but also adding selling pressure. The impact of these distributions will be closely watched by market participants.

Arbitrum's Undervalued Potential

Arbitrum's token $ARB has dropped 68% from its all-time high despite significant ecosystem growth. Arbitrum has become a major player in the blockchain industry, particularly in decentralised exchanges (DEXs), where it ranks third in volume. With over 665 DeFi dApps and 966,000 active addresses, Arbitrum's ecosystem is robust. Despite its achievements, ARB might be undervalued compared to other networks. Market analysts believe that if Arbitrum maintains its key support levels, it could see substantial gains. Investors view Arbitrum as a potentially lucrative investment given its strong fundamentals and market position.

I conducted another study using a different method to reduce potential dilution risks and extract information directly from the market.

I took a larger sample of 200 assets based on market size, excluding stablecoins, from CoinMarketCap.

I calculated the ratio of Fully Diluted Market Cap / Market Cap.

Then, I calculated the average of this ratio.

I found that more than 75% of the assets had a ratio lower than the average, which was 1.92.

This means any asset with a Fully Diluted Market Cap to Market Cap ratio higher than 1.92 could be considered as having potential dilution risks.

You should review it better.

There are a lot of outliers

$APT $FIL $ARB $SUI $OP $TIA $PYTH $STRK $FET $SEI $JUP $DYDX $OCEAN $RSR

https://www.iconomi.com/user/MomenJaradat?postId=53d8c65d-4dc8-4fd2-8156-12634ce9eba2

In the Ethereum Layer 2 (L2) solutions space, the recent halt of block production on Consensys’ Linea network following a $6.8 million exploit has intensified calls for decentralising sequencers. Sequencers play a crucial role in L2 solutions, ordering and batching transactions before submitting them to the Layer 1 blockchain. However, their centralization has raised concerns about security and censorship. Experts argue that while decentralising sequencers is essential, building robust governance mechanisms and fault-proof systems is equally critical for achieving higher decentralisation levels.

$ETH price surged to nearly $4,000 following the SEC's announcement of spot ETH ETF approvals, with analysts predicting it could reach $6,200 to $10,000 by 2024. VanEck even forecasts an ETH price of $22,000 by 2030, driven by Ethereum's expanding financial ecosystem role. This positive market reaction indicates strong investor confidence and a potential for Ethereum to reach new heights.

Meanwhile, Arbitrum $ARB DAO is set to allocate over $200 million in crypto to blockchain-based game developers. Critics argue this sum is excessive for an industry with few successful hits, while supporters view it as a forward-looking investment. The debate underscores the precarious state of web3 gaming, with the potential for this funding to either revolutionise the sector or prove overly optimistic.

Monthly Structure Change 2024-5

✅ Add $CRO $HBAR $XLM

❎ Removed $ARB $IMX $STX

🔄 Rebalance Turnover 6.74%