bobbyong

Had the chance to visit Moo Deng in Bangkok last week. She was just lazing around has grown up and a lot bigger now.

Took a look at the token price this morning and ouch, down 40% in the last 30 days. Luckily I did not buy the token!

May's crypto aggregate is out.

In May, we finally see ETH staging a rebound. Pectra upgrade took place and it has been good for ETH. The SEC also issued a statement stating that protocol staking does not involve the “offer and sale of securities”. Since late-April, Ethereum ETFs have experienced ~$1.5 billion in inflows.

We also see many more public listed companies trying to replicate what Michael Saylor did with Strategy. For example, Consensys announced a $425 million into Nasdaq-listed SharpLink Gaming to hold ETH in its corporate strategy. As at end-May, Galaxy Digital estimates that there’s at least ~$12.7 billion in outstanding corporate debt used to finance bitcoin treasuries, of which Strategy accounted for ~$8 billion.

Strategy’s market cap is currently trading at ~70% higher than the size of its Bitcoin treasury, while Japan’s Metaplanet (3350.T) market cap is ~5.7x larger than its Bitcoin holdings. Something for all of us to monitor is the mNAV metric and what happens when a company who has borrowed heavily sees their mNAV falls significantly below 1.

For the full writeup, read it here:

So viele von euch haben mir gesagt, dass wir unbedingt Multicharts auf GeckoTerminal haben müssen, da es sonst schwer ist, gleichzeitig mehrere Charts zu verfolgen und zu degen.

Ich freue mich, sagen zu können, dass wir auf euer Feedback gehört haben und Multicharts eingeführt haben. Habe bis zu 16 Charts auf einem Bildschirm! Teilt mir eure Bildschirme mit!

ICYMI: We recently introduced our new mascots, Gekko and Rex, as part of CoinGecko’s first brand refresh.

But we didn’t stop at a redesign.

To help tell their story, we created an animated film.

Here’s how it came together 👇

Nur im Krypto-Bereich sehen wir degenerierte Spieler, die 100 Millionen Dollar verpatzen und behaupten, dass das nicht viel Geld ist und dass Geld nicht real ist. Es gibt so viele positive Dinge, die man mit 100 Millionen Dollar tun kann, anstatt einfach mit maximalem Hebel zu handeln und alles zu verlieren. Nun, zumindest verliert er nur sein eigenes Geld und nicht das Geld anderer Leute wie SBF.

Sollte nicht überrascht sein, dass Alts überall fallen. Es ist der letzte Tag im Mai, um "verkaufe im Mai und geh weg" auszuführen.

Bei unserem People-Manager-Training heute haben wir etwas Neues über effektives Feedback gegeben. Ich wusste nie, dass es ein Feedback-Gebungsrahmen namens COIN für Kontext - Beobachtung - Einfluss - Nächste Schritte gibt. Wie passend, dass wir das bei CoinGecko verwenden können!

Celebrating Bitcoin Pizza Day with Bitcoin hitting ATH in the office today. Here we go again 🚀

Published my April crypto aggregate.

In April, it's all about President Trump's "Liberation Day" tariffs. The uncertainty around trade policies caused a significant dip, but the subsequent pause has seen markets recover.

The increased volatility has seen gold being the most crowded trade now and tokenized gold like XAUT and PAXG has benefited as well.

Buying the dip in April would have been a winning strategy but I expect more volatility to come in May and for all of us to exercise caution with the age-old investment adage to “sell in May and go away”.