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CRCL Looks Stretched, COIN Offers More Compelling Upside from Here

Jun 20, 2025 • 4 Min Read
Author
Sean Farrell
Sean Farrell AC

Core Strategy

Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. We will, under certain circumstances, remove names that are part of a tactical trade.

Geopolitics Keeps the Crypto Market on Its Heels

It is clear that crypto remains stuck in neutral, held back by uncertainty around the Israel–Iran conflict.As we noted last week, geopolitical flare-ups almost always trigger an initial risk-off move as investors unload assets furthest out on the risk curve. We saw this twice in 2024: firs...

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