Latest from Joshua de Vos
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.
Crypto Long & Short: Licences, Liquidity and the Shifting Geography of Exchange Quality
In this week’s Crypto Long & Short Newsletter, Joshua de Vos shares insights from a recent Benchmark report on how the exchange landscape is maturing and becoming more execution-focused, but increasingly uneven as regional licensing diverges, liquidity fragments, and transparency advances inconsistently. Then, we take a look at where the digital assets market may be headed in the final weeks of 2025 with Andy Baehr’s “Vibe Check."
Crypto’s Black Friday
What began as a macro-driven unwind on crypto Black Friday rapidly evolved into a market-wide stress event — underscoring how tightly coupled liquidity, collateral and oracle systems have become, writes CoinDesk Data’s Joshua de Vos.
Crypto for Advisors: Crypto Treasuries, ETFs and Investments
Institutional demand and favorable policy drove Q3 crypto recovery. Ether ETF flows surpassed bitcoin. Altcoins surged as bitcoin dominance fell, marking a shift toward multi-asset institutional allocation.
