Cosima Research
@CosimaResearch
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Institutional Digital Asset Research @CosimaCapital on Twitter
www.cosimacapital.co
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Cosima Research
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Cosima Research
https://www.youtube.com/watch?v=ijMwL4O2hzg
YouTube
Senate Agriculture, Nutrition and Forestry Committee examines digital assets — 2/9/2022
The Senate Agriculture, Nutrition, and Forestry Committee holds a hearing on examining digital assets. Witnesses testifying at the hearing include: Rostin Behnam, Commodity Futures Trading Commission chairman, Sandra Ro, Global Blockchain Business Council…
407 views
Cosima Research
https://www.ftxpolicy.com/testimony-feb-9th
288 views
Cosima Research
https://www.cnbc.com/2022/02/10/forbes-spac-binance-led-by-the-worlds-richest-crypto-billionaire-is-taking-a-200-million-stake-in-forbes-.html
CNBC
Binance, led by the world’s richest crypto billionaire, is taking a $200 million stake in Forbes
The move shows the increasing influence of the crypto industry with the sector's first big investment in a traditional U.S. media property.
393 views
Cosima Research
https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html
CNBC
Inflation surges 7.5% on an annual basis, even more than expected and highest since 1982
The consumer price index was expected to increase 7.2% from a year ago, according to a Dow Jones economist survey.
331 views
Cosima Research
Kraken research: DAOs
294 views
Cosima Research
Kraken Intelligence's DAOs_ A community built on code.pdf
3.7 MB
431 views
Cosima Research
https://twitter.com/tavicosta/status/1491774325971587074?s=28
Twitter
Otavio (Tavi) Costa
Let's put this CPI number in perspective... Here are some price changes since January 2021: Nat gas +81% Oil +66% Agricultural commodities +24% Rent +13% Used car prices +44% Gasoline +36% Cattle prices +20% Lumber +15% Coffee +92% Hotel Prices +37% Then…
368 views
Cosima Research
https://insights.santiment.net/read/countries-and-rationalisation-of-market-extremes-6869?utm_source=twitter&utm_medium=post&utm_campaign=twitter_countries_and_rationalization_insights_santrends_021022/&fpr=twitter
insights.santiment.net
Countries and rationalisation of market extremes - Santiment Community Insights
The human mind is always looking for a reason at market extremes. A rational explanation of what's going on. And the reason is always found.
399 views
Cosima Research
375 views
Cosima Research
https://decrypt.co/92525/terra-washington-nationals-sponsorship
Decrypt
Terra Signs 5-Year, $40M Sponsorship Deal With MLB Team Washington Nationals - Decrypt
Using $40 million from DAO community members, Terra has committed to a five-year sponsorship deal with the Washington Nationals.
297 views
Cosima Research
https://www.theblockcrypto.com/post/133907/one-river-teams-up-with-coinbase-to-offer-crypto-accounts-for-investment-advisors
The Block
One River teams up with Coinbase to offer crypto accounts for investment advisors
Opening up crypto to the RIA world could be a big game changer, according to Coinbase's Greg Tusar.
415 views
Cosima Research
Forwarded from Glassnode
We have released a new on-chain 101 session discussing the #Bitcoin Reserve Risk oscillator.

We decompose this metric into each individual component:
- Market psychology
- Coin-day destruction
- Median Value of CDD
- HODL Bank

Watch our analysis here
https://www.youtube.com/watch?v=Qfm_XB3fhF0
YouTube
On-chain 101: Reserve Risk - A Macro Oscillator capturing HODLer Behaviour Onchain
This guide explores the Reserve Risk metric and the various components that go into its construction. Reserve Risk is a cyclical indicator that tracks the risk-reward balance relative to the confidence and conviction of long-term holders.

Topics for Discussion:…
275 views
Cosima Research
https://www.bloomberg.com/news/articles/2022-02-11/treasury-signals-crypto-miners-won-t-face-irs-reporting-rules
Bloomberg.com
Treasury Signals Crypto Miners Won’t Face IRS Reporting Rule
From crypto
302 views
Cosima Research
400 views
Cosima Research
https://www.forbes.com/sites/lawrencewintermeyer/2022/02/11/senate-bipartisan-agreement-with-industry-on-scope-of-crypto-regulation-for-cftc/?sh=44225f63f37d
Forbes
Senate Bipartisan Agreement With Industry On Scope Of Crypto Regulation For CFTC
The CFTC leadership from Chair Behnam with bipartisan agreement across the Senate Ag Committee and the crypto and digital assets sector is a rare moment. It should be embraced as a very positive signal and the harbinger for greater collaboration between policymakers…
478 views
Cosima Research
Each successive tightening is even more gradual than the last…
368 views
Cosima Research
https://blog.coinbase.com/vampire-attack-looksrare-vs-opensea-c3b4107cd4db
Coinbase
Vampire attack! LooksRare vs. OpenSea
With the launch of NFT marketplace LooksRare, whose $9B+ in January volume nearly tripled that of OpenSea. On top of that, within 30 days of launch LooksRare produced $307M in protocol revenue, vs OpenSea’s $110M over the same period
393 views
Cosima Research
Forwarded from Glassnode
Amidst macro headwinds, #Bitcoin investors have opted to close out leverage, buy put option insurance, and de-risk ahead of Fed rate hikes expected in March.

We also analyse whale, miner and investor on-chain supply dynamics to assess the prevailing accumulation and distribution trends. Finally, we introduce a number of #Bitcoin supply sinks including ETF holdings, wrapped $wBTC, and the coins held by the Mt Gox Trustee

Read more in The Week Onchain
318 views
Cosima Research
https://www.sec.gov/news/press-release/2022-26
341 views
Cosima Research
Jefferies- the monthly bit
320 views
Cosima Research
Jefferies_The_Monthly_Bit_BTC_Mining_Profitability_Takes_Another.pdf
544 KB
331 views