RESEARCH & ANALYIS (3/3)
Bellow i have attached the last report from top institutional fund A16z & leading crypto exchange Coinbase.
As you can see according to analysis of A16z fund, they compare current adoption numbers of crypto to internet in 1995.
Again let me say it: WE ARE STILL EARLY!!!
The graph in 2nd half of the picture is the official data from Coinbase. The graph represents Institutional vs Retail trading volume ratio for Coinbase.
Coinbase is by volume 2nd biggest exchange and according to their last report they have in custody 259B$.
As you can see in last 2 quarters retail investors have vanished, while institutional activity did pick up.
This leads us to my hypothesis which i wrote about several weeks ago. Gamblers aka short term investors are leaving the industry, while smart money is accumulating.
With all the numbers i've represented remember nobody knows where short term prices are headed. My goal as a crypto strategy manager is just to position us into best fundamentaly and low risk profile projects. Your job as a follower is not to get shaken out from the volatility in these markets. HODLing is harder than most people think.
$ATOM remains our favourite project with most strong fundamentals. Remember $DOT has aproximately 40% more devs, while it's market cap is more than 3x bigger. But in terms of Ecosystem size $ATOM has the 2nd biggest ecosystem.
It's just a matter of time till $ATOM will be a top 5 crypto.
Happy stacking & thanks for your trust in these crazy bloody times. Hopefully my research and analysis gives you a clearer picture.