Följ oss

Nyheter

Cryptoassets of the Month: LUNC, ATOM, and More

Publicerad

den

Every month, our research team will present the cryptoassets of the month that increased or dropped in value by more than 15%. With a data-driven approach, we highlight the most important developments and events causing price movements.

Every month, our research team will present the cryptoassets of the month that increased or dropped in value by more than 15%. With a data-driven approach, we highlight the most important developments and events causing price movements.

Terra Classic (LUNC)

192%

Terra Classic’s native token LUNC rose 192% over the past month in a rally mainly driven by speculation, as the network’s fundamentals haven’t changed since the collapse of the network’s algorithmic stablecoin UST in May. Notably, the cryptoasset is still 99.99% below its April all-time high price of $119. On Sunday, Bloomberg reported that South Korean prosecutors had asked Interpol to help arrest Do Kwon, Terra’s founder.

Cosmos (ATOM)

28%

The Cosmos Hub’s native token ATOM rose 28% in the past month as the ”App-Chain” thesis gained significant traction among developers and investors. For instance, the derivatives exchange dYdX announced on June 22 that it was moving away from Starkware (Layer 2 on Ethereum) to become an application-specific blockchain on Cosmos. Additionally, ATOM is likely rallying in anticipation of the upcoming week’s Cosmoverse conference, in which it is expected that Interchain Security will be introduced to expand upon ATOM’s utility and value accrual.

Bitcoin (BTC)

16%

Bitcoin traded down 16% over the past month as the uncertain macroeconomic environment still weighs heavily against risk assets, not just crypto. For reference, BTC’s 30-day rolling correlation to equities remains high by historical standards (0.58) but is down from June highs (0.82). Despite the risk-off environment, we have observed signs of accumulation among long-term holders (LTH). On September 14, the total supply held by LTH, defined as BTC that has been dormant for more than 155 days, reached a new all-time high of 13.62M BTC (71% of circulating supply).

Tezos (XTZ)

20%

Tezos’ native token XTZ traded down 20% over the past month, in line with the general market downturn. Tezos is a smart-contract platform that can evolve by upgrading itself without having to split (”fork”) the network into two different blockchains. On September 8, the French newspaper L’Équipe announced that it would launch an NFT collection powered by Tezos to commemorate this year’s Ballon d’Or, the most prestigious football award ceremony.

Polkadot (DOT)

20%

Polkadot’s native token DOT also decreased 20% over the past month. Polkadot’s downturn is notable considering that its main competitor, Cosmos (ATOM), has appreciated significantly over the same period. The state of both ecosystems suggests that developers prefer the Cosmos SDK framework over Polkadot’s Substrate. Another viable explanation is that Polkadot’s parachain auctions and mandatory shared security via DOT may defer projects which prioritize self-sovereignty and want to ship faster.

Solana (SOL)

21%

Solana’s native token SOL traded down 21% over the past month. Yesterday, the Solana Foundation released a report detailing the carbon footprint of Solana’s blockchain, showing that the network’s overall emissions rose 26% over the past six months. Regarding upcoming catalysts, Solana Mobile Stack, an open-source software toolkit for Android that enables native Android Web 3 dApps on Solana, is expected to ship in Q1 2023. If successful, this initiative could help onboard millions of people onto the network.

FTX Token (FTT)

22%

FTX Token (FTT) traded down 22% over the past month. FTT provides various benefits to users of the FTX crypto exchange. Yesterday, it was announced that trading firm Alameda will repay $200 million in loans to Voyager Digital, the bankrupt crypto lender. If all goes well, Voyager will send Alameda 4,650,000 FTT tokens (around $112 million at current prices), which were used as collateral for the loan. Hence, it should be no surprise to see further selling pressure in the coming weeks.

Aave (AAVE)

-23%

Aave (AAVE) traded down 23% over the past month as the repercussions of the TornadoCash ban were felt across all decentralized finance protocols. Notwithstanding, various exciting developments are occurring in Aave, like ”GHO” – a native, decentralized, and fully-collateralized stablecoin pegged to the US dollar. This past week, we also saw Aave trifle with the untapped derivatives market by revealing ShortAave, which will be a one-stop shop to open short positions on the platform by borrowing from Aave and swapping on Uniswap in one go.

Decentraland (MANA)

-24%

Decentraland (MANA) traded down 24% over the past month. Despite the negative market sentiment, adoption hasn’t slowed down. For instance, crypto bank Sygum will be the first Swiss bank to open a hub on the metaverse on September 27, as it will launch “Decentraland Hub” during a live streaming event on Decentraland. Tacobell is also partnering with Decentraland to offer US couples the chance to have a virtual wedding.

Ethereum (ETH)

-28%

Ethereum traded down 28% over the past month despite a successful Merge, which marked the network’s transition to Proof-of-Stake. Although the Merge is arguably one of the most positive developments in recent years, the overall macro uncertainty has triggered the current valuation retracement (not just in crypto) with the last CPI numbers. Additionally, investors were positioned overly optimistic in anticipation of the Merge, as proved by the millions of dollars in liquidations over the past week.

Uniswap (UNI)

-28%

Uniswap (UNI) traded down 28% over the past month. For quite some time, our thesis has been that Uniswap is the “Trojan Horse” to conquer the market making business, eating up the market share of liquidity provision on centralized exchanges. However, it will certainly have to be battle-tested, especially as new competitors enter the market. On September 13, a consortium of leading broker-dealers, global market makers and venture capital firms announced the launch of EDX Markets (EDXM), a first-of-its-kind exchange that will address latent demand for cryptoasset trading by enabling safe and compliant trading of cryptoassets through trusted intermediaries.

The Sandbox (SAND)

-28%

The Sandbox (SAND) also traded down 28% despite some impressive developments. The Sandbox made headlines this month by bringing the first Singaporean company into its metaverse. Singapore’s largest bank, DBS, is set to acquire land in the gamified metaverse to build new services with its clients. Renault South Korea also partnered with The Sandbox to provide its users with an innovative automobile experience in the virtual world.

Avalanche (AVAX)

-31%

Avalanche’s native token AVAX traded down 31% over the past month, underperforming the broad market. Despite a market capitalization of $5 billion, Avalanche had fewer weekly active developers over the same period than smaller networks such as Cosmos, Near, and Tezos. On a more optimistic note, Avalanche made headlines on September 13 when it was reported that private equity giant KKR would tokenize a portion of its second Health Care Strategic Growth Fund on Avalanche.

Fantom (FTM)

-32%

Fantom’s native token FTM traded down 32% over the past month. As Fantom is a smaller cap Layer 1 network, we should expect it to have a higher beta. Regarding fundamentals, last month, the Fantom Foundation introduced a proposal to reduce staking yield (currently at 13%) to reduce the current inflation rate and keep in line with the market average. In May, Fantom also underwent an upgrade dubbed SnapSync that lowered gas fees and led to faster transaction finality.

Research Newsletter

Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com

Disclaimer

The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.

Fortsätt läsa
Annons
Klicka för att kommentera

Skriv en kommentar

Din e-postadress kommer inte publiceras. Obligatoriska fält är märkta *

Nyheter

Fastställd utdelning i MONTDIV april 2025

Publicerad

den

Idag fastställdes utdelningen i MONTDIV april 2025. Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) fastställdes till 0,39465 kronor per andel. Utdelningen i MONTDIV april 2025 beräknas betalas ut den 12 maj 2025.

Idag fastställdes utdelningen i MONTDIV april 2025. Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) fastställdes till 0,39465 kronor per andel. Utdelningen i MONTDIV april 2025 beräknas betalas ut den 12 maj 2025.

Handla MONTDIV ETF

Montrose Global Monthly Dividend MSCI World UCITS ETF (MONTDIV ETF) är en europeisk börshandlad fond. Denna fond handlas på Nasdaq Stockholm.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel  NordnetSAVRDEGIRO och Avanza.

Fortsätt läsa

Nyheter

WELG ETF en satsning på healthcareföretag världen över

Publicerad

den

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) med ISIN IE000JKS50V3, strävar efter att spåra S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. Det S&P-utvecklade ex-Korea LargeMidCap Sustainability Enhanced Health Care-indexet spårar stora och medelstora företag från hälso- och sjukvårdssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) med ISIN IE000JKS50V3, strävar efter att spåra S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. Det S&P-utvecklade ex-Korea LargeMidCap Sustainability Enhanced Health Care-indexet spårar stora och medelstora företag från hälso- och sjukvårdssektorn. Aktierna som ingår filtreras enligt ESG-kriterier (miljö, social och bolagsstyrning).

Den börshandlade fondens TER (total cost ratio) uppgår till 0,18 % p.a. Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) är den billigaste ETF som följer S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care-index. ETFen replikerar det underliggande indexets prestanda genom fullständig replikering (köper alla indexbeståndsdelar). Utdelningarna i ETFen delas ut till investerarna (Årligen).

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) är en mycket liten ETF med 17 miljoner euro förvaltade tillgångar. ETFen lanserades den 20 september 2022 och har sin hemvist i Irland.

Investeringsmål

AMUNDI S&P GLOBAL HEALTH CARE ESG UCITS ETF DR – EUR (D) försöker replikera, så nära som möjligt, resultatet av S&P Developed Ex-Korea LargeMidCap Sustainability Enhanced Health Care Index (Netto Total Return Index). Denna ETF har exponering mot stora och medelstora företag i utvecklade länder. Den innehåller uteslutningskriterier för tobak, kontroversiella vapen, civila och militära handeldvapen, termiskt kol, olja och gas (inkl. Arctic Oil & Gas), oljesand, skiffergas. Den är också utformad för att välja ut och omvikta företag för att tillsammans förbättra hållbarhet och ESG-profiler, uppfylla miljömål och minska koldioxidavtrycket.

Handla WELG ETF

Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D) (WELG ETF) är en europeisk börshandlad fond. Denna fond handlas på flera olika börser, till exempel Deutsche Boerse Xetra.

Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRONordnet, Aktieinvest och Avanza.

Börsnoteringar

BörsValutaKortnamn
gettexEURWELG
XETRAUSDWELZ
XETRAEURWELG

Största innehav

Denna fond använder fysisk replikering för att spåra indexets prestanda.

NamnValutaViktSektor
ELI LILLY & COUSD10.29 %Health Care
UNITEDHEALTH GROUP INCUSD7.99 %Health Care
NOVO NORDISK A/S-BDKK6.32 %Health Care
ABBVIE INCUSD6.12 %Health Care
ASTRAZENECA GBPGBP5.26 %Health Care
ROCHE HOLDING AG – GENUSSSCHF4.18 %Health Care
MERCK & CO. INC.USD3.93 %Health Care
NOVARTIS AG-REGCHF3.70 %Health Care
ABBOTT LABORATORIESUSD3.43 %Health Care
SANOFIEUR2.58 %Health Care

Innehav kan komma att förändras

Fortsätt läsa

Nyheter

Amundi noterar ETF för globala företagsobligationer

Publicerad

den

Amundi Global Corporate Bond UCITS ETF investerar globalt i företagsobligationer med fast ränta, denominerade i lokal valuta och har en investment grade-rating. De måste ha en återstående löptid på minst ett år.

Amundi Global Corporate Bond UCITS ETF investerar globalt i företagsobligationer med fast ränta, denominerade i lokal valuta och har en investment grade-rating. De måste ha en återstående löptid på minst ett år.

Andelsklassen är valutasäkrad mot amerikanska dollar och delar ut avkastningen.

NamnISIN
Kortnamn
KostnadUtdelnings-
policy
Amundi Global Corporate Bond UCITS ETF USD Hedged DistLU2996613266
USBG (USD)
0,17%Utdelande

Produktutbudet inom Deutsche Börses ETF- och ETP-segment omfattar för närvarande totalt 2 405 ETFer, 198 ETCer och 256 ETNer. Med detta urval och en genomsnittlig månatlig handelsvolym på mer än 21 miljarder euro är Xetra den ledande handelsplatsen för ETFer och ETPer i Europa.

Fortsätt läsa

21Shares

Prenumerera på nyheter om ETFer

* indicates required

21Shares

Populära