Latest from Joshua de Vos
One year after 10/10 flash crash, bitcoin and ether liquidity have rebuilt, but altcoins still face risks
Bitcoin and ether order books are deeper than before the crash, while altcoin liquidity keeps eroding and spot trading remains well below its October 2025 peak.
Crypto Long & Short: Tokenized equities: the model underneath the trade
In this week's Crypto Long & Short, CoinDesk's Joshua DeVos writes that demand for tokenized equities is accelerating fast, from $16 billion to more than $590 billion in perpetual futures in a single year, but that the headline growth hides the question that matters most. Two tokens can trade under the same ticker while granting entirely different rights, and the structure underneath, whether it conveys real ownership or a synthetic claim, determines the risks and protections a holder actually has.
Crypto for Advisors: Crypto ETFs
Global crypto ETFs saw significant outflows in May, but diversified exposures showed relative resilience; we explore what the data signals for long-term investors.
Crypto Long & Short: Bitcoin vs. gold: 26% relative undervaluation
In this week’s Crypto Long & Short Newsletter, Dovile Silenskyte provides an alternative to the “bitcoin as a risk asset” narrative. Then, Joshua de Vos shares insights and analysis on global exchanges.
Crypto for Advisors: Crypto’s Performance Q1
Q1 digital asset review: geopolitical conflict and Fed caution led to declines, but institutional flows and regulatory clarity returned in March, building a durable foundation for Q2
Crypto for Advisors: The digital assets exchange-traded product landscape
Digital asset ETPs are rapidly integrating into traditional portfolios ($184B AUM), driven by U.S. bitcoin ETF adoption.
Crypto Long & Short: Markets at Highs, Crypto Still Waiting
In this week’s Crypto Long & Short Newsletter, Josh Olszewicz of Canary Capital writes about equities, liquidity and crypto’s early — but still tentative — signs of a bullish turn. Then, Joshua de Vos examines ten major blockchain ecosystems and the trends to watch as we head into 2026.
