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

Trump Agrees to CLARITY Act Ethics Provision, Bill Text Due Within Days görseli

Trump Agrees to CLARITY Act Ethics Provision, Bill Text Due Within Days

CLARITY-ACT News President Donald Trump has agreed to the ethics provision in the CLARITY Act, the sweeping U.S. crypto market-structure bill, clearing what negotiators had called the final obstacle to a Senate floor vote. The provision restricts senior government officials from profitin

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NEAR Holds Near $1.92 as US Misses GENIUS Act Stablecoin Rule Deadline görseli

NEAR Holds Near $1.92 as US Misses GENIUS Act Stablecoin Rule Deadline

NEAR News NEAR Protocol (NEAR) held near $1.92 as US regulators let the GENIUS Act’s one-year rulemaking deadline pass without a single final rule in place. Five federal bodies — the Treasury, the Office of the Comptroller of the Currency, the Federal Reserve, the FDIC and the National C

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Ripple Payments Secures EU MiCA License for XRP Rails Across 30 Countries görseli

Ripple Payments Secures EU MiCA License for XRP Rails Across 30 Countries

XRP News Ripple Payments Europe, the regulated payments arm tied to the XRP ecosystem, has been added to the European Union's MiCA register, lifting the bloc's tally of authorized crypto service providers to 294. The listing confirms the firm

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EU Extends MiCA Review to September 30 to Weigh DeFi Under MiFID II görseli

EU Extends MiCA Review to September 30 to Weigh DeFi Under MiFID II

MICA News The European Union is weighing whether to pull staking, crypto lending, decentralized finance and tokenized real-world assets under MiFID II, the bloc’s traditional securities rulebook, in a review launched immediately after the Markets in Crypto-Assets Regulation (MiCA) came i

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4,000 XRP Holders Swayed Ripple’s SEC Court Win, Deaton Reveals görseli

4,000 XRP Holders Swayed Ripple’s SEC Court Win, Deaton Reveals

XRP News Nearly 4,000 XRP holders helped tip Ripple’s courtroom fight against the US Securities and Exchange Commission, attorney John Deaton has revealed. Deaton, who represented those retail holders as a friend of the court, says Judge Anal

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BitPay Secures MiCA License to Serve Crypto Payments Across All 27 EU States görseli

BitPay Secures MiCA License to Serve Crypto Payments Across All 27 EU States

MICA News Payments firm BitPay secured authorization under the European Union's Markets in Crypto-Assets framework, MiCA, on July 16, clearing the company to run regulated crypto and stablecoin payment services across all 27 member states. The Netherlands Authority for the Financial Mark

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XRP in Spotlight as CLARITY Act Senate Odds Surge to 79% görseli

XRP in Spotlight as CLARITY Act Senate Odds Surge to 79%

XRP News The Digital Asset Market Clarity Act has stalled in the U.S. Senate over an ethics provision that would bar senior federal officials — including the president — from holding personal crypto positions while in office, a clause complicated by President Trump's estimated $1 billion

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FTT Slips to $0.21 After Senate Rejects SBF Pardon Bid görseli

FTT Slips to $0.21 After Senate Rejects SBF Pardon Bid

FTT News The United States Senate has unanimously passed a resolution declaring that FTX founder Sam Bankman-Fried should under no circumstances receive a presidential pardon or commutation, a symbolic rebuke that rippled through holders of the exchange's native <a href="https://en.coino

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Lummis Presses CLARITY Act to Senate Floor After 10 Months of Drafting görseli

Lummis Presses CLARITY Act to Senate Floor After 10 Months of Drafting

CLARITY-ACT News Republican Senator Cynthia Lummis of Wyoming is pressing Congress to pass the CLARITY Act, the crypto market-structure bill, before the Senate breaks for its August recess. Speaking on July 15, Lummis argued that clearing the legislation is critical to signal market stab

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CLARITY Act Draws Senate Democrat Opposition Over Trump Crypto Ethics Clause görseli

CLARITY Act Draws Senate Democrat Opposition Over Trump Crypto Ethics Clause

CLARITY-ACT News Three U.S. Senate Democrats moved to publicly oppose the Digital Asset Market Clarity Act on Tuesday, hardening resistance to the crypto market structure bill at a Capitol Hill press conference. Senators Chris Murphy, Chris Van Hollen and Jeff Merkley argued there are, i

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CLARITY Act Folds US Crypto Firms Into Bank Secrecy Act Under 20 AML Provisions görseli

CLARITY Act Folds US Crypto Firms Into Bank Secrecy Act Under 20 AML Provisions

CLARITY-ACT News The proposed CLARITY Act would fold United States digital asset service providers directly into the Bank Secrecy Act, introducing roughly 20 provisions covering anti-money-laundering, sanctions and law-enforcement authority. Under the framework we are reviewing, exchange

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CLARITY Act Gains Second Law Enforcement Backer as 34,000-Officer FLEOA Endorses Bill görseli

CLARITY Act Gains Second Law Enforcement Backer as 34,000-Officer FLEOA Endorses Bill

CLARITY-ACT News The Federal Law Enforcement Officers Association has endorsed the CLARITY Act, becoming the second major law enforcement group to back the digital-asset market-structure bill ahead of a Senate vote. In a July 10 letter to the Senate Banking Committee, the association — w

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