WistCap Digital Vision

Ethereum Loses Ground - DIGITAL VISION SPECIAL

Our publication covering the state of Ethereum, is now out.

A number of investors have questioned our reluctance to hold ETH in our investment strategies, despite it being the second largest cryptocurrency by market cap by some distance.

In this article, we outline the reasons why ETH has underperformed, why the outlook continues to concern us and why we believe there are more attractive opportunities elsewhere.

Summary

🥊Shifting Demand Dynamics: The competitive landscape for Ethereum has transformed significantly.

🛣️Technological and Roadmap Challenges: Delays in roadmap promises hinder progress.

📉Evolving Network Metrics: Ethereum's transaction fees and staking yields have declined sharply.

⏳ETF-Driven Price Dynamics: Recent inflows from ETH ETFs have bolstered demand and price, temporarily.

https://bagster.substack.com/p/state-of-ethereum-digital-vision

Crypto returns to work - DIGITAL VISION 4

Our first DigitalVision letter of 2025 is out now!

The holiday season often follows a familiar script for many of us. As the festivities begin, things tend to spiral out of control. By the time Christmas is over, you’re left feeling sluggish, stuffed with food, and unsure of the day, or if it even matters. Then January arrives, and like clockwork, motivation kicks in. Gyms fill up, routines restart, and life gets moving again.

If this sounds like your last couple weeks, you’re not alone. But what I’m really describing is the recent price action in crypto. Just as they say “charts are a mirror of human emotion”, this past week in the market couldn’t have proved it better.

As we step into 2025, we’re kicking things off with a packed edition of Digital Vision. From the latest developments in crypto regulation to standout projects primed to shape the year ahead, we’ve got you covered.

🚫Cryptoverse: EU bans $USDT, Michael Saylor rethinks Ethereum ($ETH )

🚅Digital Insight: $PENGU claims meme coin supremacy, DePIN contenders $PEAQ and $GRASS shine

🤑DVDealings: Updates for the Flagship and DigitalVision strategies.

Click HERE to read DIGITAL VISION

Our weekly DigitalVision letter is fresh out...it's been a volatile few days, that's for sure...although perhaps unsurprising given the pace of the recent recovery.

After a sharp drop in Bitcoin dominance, alts enjoyed a much-appreciated rally, with some getting more love than others.

However, just as the parade was getting going, Bitcoin decided to make a small correction and alts completely fell apart.

But now, with Bitcoin back above $100K...is the party back on?

ALSO:

🚀CryptoVerse   Making the difference in a drisis – World Mobile (WMTx)

🦖Digital Insight Dino coins surge & Raydium fees drop as capital flows to Base

🤑DVDealings  How $PENDLE and $MKR shaped our strategy this week

Click on this link to read DIGITALVISION: https://bagster.substack.com/p/digital-vision-2

Our first DIGITALVISION newsletter is now available. In it we cover:

• ACROSS THE CRYPTOVERSE - news and developments that have caught our eye
• DIGITAL INSIGHTS. A focus on our research work
• DVDEALINGS. Our portfolio ideas and trades

This week we look at Raydium, $RNDR, Maple Finance (MPL), GameFi and DeSci, while taking you through the portfolio changes in both our strategies:

• WistCap Digital Vision (Crypto ex-Bitcoin)
• WistCap Flagship Long (all Crypto)

Enjoy!

$SOL $GALA $IMX $PYTH