Latest from Aoyon Ashraf
Asia Morning Briefing: Asia Wakes Up to an AI BTC-Nvidia Tailwind That’s Already Starting to Sputter
Yesterday’s Amazon-driven risk rally is colliding with a sharp wobble in Nvidia, putting the AI-BTC-beta trade that lifted crypto back under scrutiny.
Aptos' APT Underperforms Wider Crypto Markets
Price consolidation continues near key support as volume activity remains elevated above weekly averages.
Asia Morning Briefing: BTC Steadies as Polymarket Traders Lean Toward December Rate Cut
Rising odds of a Fed pivot helped calm crypto markets, while QCP and Glassnode point to a reset in leverage, fading sell pressure, and early signs of a bottoming structure as traders hedge both downside and late-year upside.
TON Rallies 8% as Telegram Ecosystem Expands With AI Launch, Tokenized Stocks
Recent developments include the launch of Confidential Compute Open Network (COCOON) and the integration of tokenized US stocks and digital collectibles.
BNB Rebounds Above $860 After Testing Key Support
The recovery lifted BNB above multiple resistance zones, but the relatively low volume behind the move may limit follow-through as traders watch the $870 level.
Celestia’s TIA Token Rises as ‘Matcha’ Upgrade Preps Network for Cross-Chain Future
The event is being called its biggest software upgrade yet, which boosts the network’s capacity and improves token economics.
ETF Outflows, Stablecoin Flows and DAT Reversals Signal Crypto Capital Flight: NYDIG
Spot bitcoin ETFs have seen persistent outflows ($3.55 billion in November), and stablecoin supply has declined, indicating capital is leaving the market, NYDIG Said.
On-Chain Stocks Could Misprice Over Weekends, Triggering Arbitrage Risks: RedStone
This gap could create a "price dislocation" between on-chain and traditional markets, leading to potential losses or arbitrage opportunities.
Chainlink Is ‘Essential Infrastructure’ for Tokenized Finance, Says Grayscale Research
Grayscale's report comes shortly after it filed to convert its Chainlink Trust into an exchange-traded fund (ETF) that would trade on NYSE Arca.
'Liquidity Crisis': $12B in DeFi Liquidity Sits Idle as 95% of Capital Goes Unused
This inefficiency disproportionately affects retail liquidity providers, with 50% losing money due to impermanent loss, and net deficits exceeding $60 million, a new report finds.
