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 Fear Hits 10 Near $62.5K as $97M Launderer Jailed, Stellar Eyes Quantum

Bitcoin Fear Hits 10 Near $62.5K as $97M Launderer Jailed, Stellar Eyes Quantum

Bitcoin News Bitcoin slid toward $62,500 as the Crypto Fear and Greed Index collapsed to a reading of 10, a level of extreme pessimism rarely seen outside major cycle troughs. The gauge sat at 8 a day earlier and at 47, neutral terri

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Kalshi Adds Employer Disclosure as Kraken Lands FIFA World Cup Amid Regulatory Heat

Kalshi Adds Employer Disclosure as Kraken Lands FIFA World Cup Amid Regulatory Heat

Crypto News U.S. prediction market leader Kalshi will soon require traders to disclose their employer before accessing certain sensitive contracts, a direct response to mounting insider-trading concerns. The CFTC-regulated platform plans to roll out an online disclosure form within weeks

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Polymarket Insider Trial Set for December as Securitize Eyes $5 Trillion Tokenized Market

Polymarket Insider Trial Set for December as Securitize Eyes $5 Trillion Tokenized Market

Crypto News A Manhattan court has scheduled a December 7 trial for Gannon Ken Van Dyke, the 38-year-old active-duty U.S. Army soldier accused of leveraging classified military intelligence to place winning wagers on the prediction market Polymarket. Van Dyke, who pleaded not guilty in Ap

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Bitcoin Stalls Near $62.6K as Strategy Adds 1,550 BTC, Humanity Hack Drains $32M

Bitcoin Stalls Near $62.6K as Strategy Adds 1,550 BTC, Humanity Hack Drains $32M

Bitcoin News The recent Bitcoin rebound off Friday's sub-$60,000 plunge looks more like a relief rally than a genuine turn, analysts caution. Traders argue the asset must reclaim the $79,000-$80,000 zone before the move qualifies as

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SBI Shinsei to Pay 20% Interest in Crypto Vouchers; Gate Opens SpaceX IPO Access

SBI Shinsei to Pay 20% Interest in Crypto Vouchers; Gate Opens SpaceX IPO Access

Crypto News SBI Shinsei Bank, the banking arm of Japan's SBI Group, will launch a cryptocurrency rewards program for depositors this fall. Under the plan, customers receive vouchers worth 20% of their deposit interest payments, redeemable for assets including <a href="https://en.coinotag

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W Group Acquires Spyker Stake as Bitrue Report Flags Institutional Shift to Real Yield

W Group Acquires Spyker Stake as Bitrue Report Flags Institutional Shift to Real Yield

Crypto News Volodymyr Nosov, founder and president of W Group and crypto exchange WhiteBIT, has acquired a significant stake in Dutch luxury sports car manufacturer Spyker, folding the storied marque into the W Group ecosystem. The transaction pushes the fintech and digital-asset group b

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Bitcoin Futures Reset Near $59K as Standard Chartered Holds $100K Target, $4.4B Exits ETFs

Bitcoin Futures Reset Near $59K as Standard Chartered Holds $100K Target, $4.4B Exits ETFs

Bitcoin News Bitcoin rallied toward $64,000 on Monday, yet the move unfolded against a notably weaker futures backdrop, raising questions about whether the rebound can hold. Aggregated open interest slid to 255,000 BTC from 282,000 B

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Coinbase Debuts Stablecoin-Backed Credit Card as China Curbs Yuan's 3.1% Rally

Coinbase Debuts Stablecoin-Backed Credit Card as China Curbs Yuan's 3.1% Rally

Crypto News Coinbase has teamed with payments company Cardless to roll out a credit card backed by stablecoin reserves, aimed at applicants who fall outside conventional underwriting. The product targets holders of digital assets who cannot secure an unsecured line through banks but main

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Bitcoin Rebounds Toward $63K as Sovereign Funds Buy Dip, Kidnap Plotter Faces 20 Years

Bitcoin Rebounds Toward $63K as Sovereign Funds Buy Dip, Kidnap Plotter Faces 20 Years

Bitcoin News A federal court in Hartford, Connecticut, has accepted a guilty plea from Saif Faiq, identified as a chief organizer of a 2024 Bitcoin-linked kidnapping and extortion scheme, prosecutors confirmed Monday. Faiq, who enter

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Ethereum Hits 7-Year Valuation Low as BitMine Adds $214M, Treasury Tops $9.3B

Ethereum Hits 7-Year Valuation Low as BitMine Adds $214M, Treasury Tops $9.3B

Ethereum News On-chain data shows Ethereum has slid to its cheapest valuation in roughly seven years, with its MVRV Z-Score falling to the lowest reading since December 2018. The metric, which compares market value against the aggre

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Strategy Shifts STRC to Twice-Monthly Dividends, SBF Seeks Trump Pardon, Aave Survives $300M Bailout

Strategy Shifts STRC to Twice-Monthly Dividends, SBF Seeks Trump Pardon, Aave Survives $300M Bailout

Crypto News Strategy shareholders voted at the company's annual meeting to move dividend payments on STRC, its largest perpetual preferred stock, from monthly to semi-monthly. Management framed the change as a way to stabilize the security's price near its $100 par value, dampen cyclical

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MetaMask Debuts AI Agent Wallet as Copper Tops $6.63, Yuga Rescues 68 NFTs

MetaMask Debuts AI Agent Wallet as Copper Tops $6.63, Yuga Rescues 68 NFTs

Crypto News MetaMask has rolled out Agent Wallet, a self-custodial wallet built for AI agents that can autonomously trade across DeFi protocols while keeping users in command of their funds and approvals. The product gives autonomous so

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