David Kim

David Kim

Expert in macro market analysis and portfolio management. Develops institutional investment strategies.

David Kim is a strategy analyst focused on macro market analysis and institutional portfolio management within the cryptocurrency space. David examines correlations between traditional finance (equities, bonds, currencies) and digital assets, with particular attention to M2 money supply dynamics, DXY movements, and US Treasury yield impact on Bitcoin pricing. His work produces 3-12 month investment theses for long-term holders and institutional allocators. David tracks Bitcoin and Ethereum spot ETF flows, corporate treasury adoption (MicroStrategy, Tesla, sovereign wealth funds), and regulatory developments across US, EU, and APAC jurisdictions. Published under COINOTAG editorial AI policy v1.2.
Macro Economics
Portfolio Management
ETF Flows
Correlation
FED Policy
Institutional Adoption
12 makale

Articles written by David Kim

Bitcoin Held Near $64,000 as US Inflation Cooled görseli

Bitcoin Held Near $64,000 as US Inflation Cooled

Bitcoin stayed near $64,000 after July CPI eased to 3.4%, while VanEck and Bitwise saw signs the bear market is maturing.

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Bitcoin Sees September Rate-Hike Odds Fall to 42% görseli

Bitcoin Sees September Rate-Hike Odds Fall to 42%

Bitcoin rose after September rate-hike odds fell to 42%, with $65K, $67,500 and ETF inflows shaping the move.

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Bitcoin (BTC) Rate-Hike Odds Fall to 40% After Weak July Jobs görseli

Bitcoin (BTC) Rate-Hike Odds Fall to 40% After Weak July Jobs

Bitcoin News Bitcoin (BTC) remains caught below its main trend gauges after a surprisingly weak U.S. labor report lowered the chance of a September Federal Reserve rate increase. The Bureau of Labor Statistics said July nonfarm payrolls fell by 23,000, the first net loss in the current r

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Bitcoin (BTC) Trails $2.7 Trillion Gold and Silver Rally görseli

Bitcoin (BTC) Trails $2.7 Trillion Gold and Silver Rally

Bitcoin gained only 0.7% as gold and silver added an estimated $2.7 trillion, while yen intervention and Fed policy shaped macro positioning.

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XRP Clarity Act Needs 60 Senate Votes After Thune Delay görseli

XRP Clarity Act Needs 60 Senate Votes After Thune Delay

XRP News Senate Majority Leader John Thune must now decide whether to file a cloture motion, the procedural step that would let XRP (XRP) move closer to statutory U.S. market-structure rules. In the latest session, Thune did not make that fil

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Bitcoin Faces 56.9% Chance of September Fed Rate Hike görseli

Bitcoin Faces 56.9% Chance of September Fed Rate Hike

Crypto News Bitcoin (BTC) is facing a renewed macro policy test after derivatives pricing as of Aug. 4, 2026, placed the probability of a September Federal Reserve hike at 56.9%, above the 43.1% chance assigned to a pause. The reading, drawn from 30-day federal funds futures, does not re

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Bitcoin's CLARITY Act Stalls Over 616-Page Senate Ethics Draft görseli

Bitcoin's CLARITY Act Stalls Over 616-Page Senate Ethics Draft

Crypto News Bitcoin (BTC), the digital asset most directly affected by U.S. market-structure legislation, is facing a delayed regulatory pathway after Senate negotiations on the CLARITY Act became deadlocked over ethics rules for public officials. The measure, formally known as the Digita

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CVX (CVX) in Focus After Trump Criticizes Chevron's $12.1B Profit görseli

CVX (CVX) in Focus After Trump Criticizes Chevron's $12.1B Profit

CVX News CVX (CVX), the digital-asset ticker tracked by COINOTAG, moved into the political spotlight Monday after President Donald Trump criticized Chevron Corp.'s $12.1 billion second-quarter profit and demanded lower retail gasoline prices. Trump said on Monday, Aug. 3, that ExxonMobil

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USDC Issuer Circle Wins NYDFS Trust Charter 11 Years After BitLicense görseli

USDC Issuer Circle Wins NYDFS Trust Charter 11 Years After BitLicense

USDC News Circle, the issuer of USD Coin (USDC), has received approval from the New York State Department of Financial Services to operate as a limited-purpose trust company, a regulatory step that moves the stablecoin provider beyond issuan

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Bitcoin’s 20% Japan Tax Rate Applies Only to Registered Trades görseli

Bitcoin’s 20% Japan Tax Rate Applies Only to Registered Trades

Crypto News Bitcoin (BTC) holders in Japan will not receive a blanket 20% capital-gains treatment under the country’s newly enacted crypto tax framework, because Diet committees attached a supplementary resolution stating that separate taxation applies only to a subset of transactions. T

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Bitcoin Faces CLARITY Act Delay With 60 Senate Votes Needed görseli

Bitcoin Faces CLARITY Act Delay With 60 Senate Votes Needed

Crypto News The legislative path for the CLARITY Act, the market-structure bill most closely watched by Bitcoin (BTC) participants, narrowed after the Senate’s Monday calendar omitted a floor vote. With the chamber set to begin its August 10 recess, senators have roughly 72 hours of usab

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XRP Market Faces 80-Day Senate Delay on CLARITY Act görseli

XRP Market Faces 80-Day Senate Delay on CLARITY Act

XRP News For XRP (XRP), the debate over US market-structure legislation has become a sentiment issue rather than a binary switch. Chris Giancarlo, who chaired the Commodity Futures Trading Commission from 2017 to 2019, argued that crypto buil

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