Crypto Market Outlook in Second Half 2022

With some of the hot air now taken out of digital assets – is it time to take a closer look, or is the crypto winter here to stay?

In this webinar CFRA's Senior Analysts John Sonsalla and David Holt, blended cryptocurrency views through a policy and fundamental lens to help investors cut through the noise, manage risk, and assist in their investment decision-making. During this session, we covered:

Deciphering Washington – separating near-term headwinds from long-term tailwinds
Prospects for meaningful policy changes (e.g., spot Bitcoin ETF, stablecoin regulation) that will reshape the investment landscape
Policy implications for issuers, miners, exchanges, and the traditional financial sector
The driving forces (i.e., macro and asset-specific factors) behind recent bouts of volatility
Key events (i.e., Ethereum Merge) to monitor that potentially drive outperformance (or underperformance) in the coming months
General market and fundamental backdrop of equities to gain exposure based on risk tolerance

Speakers

	Ken Leon Moderator, Director of Equity Research Ken Leon is Director of Equity Research at CFRA. He is responsible for analytical research as well as client servicing. As a subject matter expert, his research industries include Diversified Banks and the Housing Market, with coverage of Homebuilding, Home Improvement Retail, Home Furnishings and Real Estate Investment Trusts (REITs). Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments. He is active with most media networks and leading print media, and is sought for his investment views on the large banks and housing market trends. Ken holds both a Bachelor of Science degree and an MBA from New York University. He was also licensed as a Certified Public Accountant in the State of New Jersey.
	John Sonsalla Head of Strategy and Senior Financial Services Analyst John Sonsalla is Head of Strategy and Senior Financial Services Analyst, covering banking, payments, fintech, cryptocurrency, and capital markets, among other issues. John’s experience spans finance, policy, and politics with roles held at Credit Suisse, the U.S. House of Representatives, and the largest federal government relations firm. He has also worked on and managed campaigns and party conventions at the federal, state, and local levels. John received his MBA from The Wharton School at the University of Pennsylvania and his B.A. from the School of Public Affairs at American University.
	David Holt Senior Equity Analyst David Holt is a Senior Equity Analyst at CFRA. He is responsible for coverage in the Technology sector, most notably Processors, Payments, and IT Services. David also held the position of Equity Analyst at S&P Global Market Intelligence. David has a bachelor’s degree in Business Administration and an MBA from the University of Alaska Fairbanks.

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Crypto Market Outlook in Second Half 2022

Ken Leon

John Sonsalla

David Holt