The total crypto market cap has increased by $1 Trillion over the 30 days. $1 Trillion. Bitcoin and ETH comprise 72% of this, with other coins contributing 28%.
Over the same period, we’ve seen ~$147B in market cap increase from all the companies we track in our index. Coinbase alone is up by ~$29B.
Now the question is the sustainability of such drastic upswings. We have seen these massive swings play out before. In 2020, crypto ended the year at a total market cap of $700M, jumping to $1.3T in February 2021 and as high as $2.9T in November 2021. As we all know there were many negatives factors driving these crazy price movements, the most dominant one being unhealthy leverage from groups like Celsius, Nexo, BlockFi, etc.
The market we’re in today appears to be healthier on the surface, now that what we call the “Great Purge” has taken place, getting rid of many negative actors. We’ll see how this plays out as the US regulatory dynamics continue to develop.