Seasonal Tailwinds Emerging for Crypto, But Risks Remain Tilted to the Downside
In today’s video, we examine how crypto is exiting a historically weak seasonal period, how the rate of change of credit spreads matters more than the absolute levels, and why we remain cautious on crypto in the near term.
Tickers in this video: BTC 4.51%
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In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been a key catalyst behind today's rally, our concerns about the unsettling move in high-yield credit markets, and key developments we're monitoring closely for the remainder of this week. TICKERS IN THIS VIDEO: BTC 4.51%
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the risks we highlighted in early February that could impact crypto prices and update our stance on whether these concerns still apply. Next, we’ll take a brief look at potential outcomes for the WH Crypto Summit and review some changes in our Core Strategy. While we...
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