Premium Investor Report #231

In This Issue
- My portfolio updates.
- Rebecca shares her thoughts on the BTC ETF timeline, ETH staking sustainability, the Georgian government working with Tether to build Bitcoin infrastructure, Binance breaking up with Euro banks & KuCoin’s mandatory KYC.
- Altcoin Alpha by David.
- Airdrop of the week by Jesse.
- Jesse has a deep dive on LUKSO Network.
- Sam has a report for you on NFT secondary collections (Azuki under fire).
- In case you missed it by Rebecca.
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Lark’s Portfolio
Hey! Still away from the normal crypto grind, so no buys and sells this week.
So let’s instead talk about narratives. What have been the biggest ones in 2023, and which am I personally keeping a close eye on.
Liquid Staking: This has been the breakaway narrative in 2023. Direct staking assets like Lido, Frax and RocketPool have seen big growth and steady market interest. Staked IOU assets like stETH have seen broad adoption throughout Defi. And increasingly we are seeing increased use cases as LSDfi brings in new and novel use cases like stablecoins backed by staked coins such as Lybra and Prisma. This corner of the market will likely maintain market interest for some time as
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