Crypto Strategy: Bitcoin $100k target intact; corporate buyers offer surprise catalyst; Ethereum growing into our $10k target; crypto market on pace to hit $5T
In this week’s crypto strategy note we discuss:
- Bitcoin rebounding from a healthy cooling off period last week as the macro backdrop remains accommodative & bull market remains intact
- Even if Facebook didn’t buy Bitcoin, corporates are coming, and it may not be reflected in earnings announcements yet
- Remaining overweight Ethereum and maintaining a price target of $10.5k as ETH reaches new highs and continues to outperform BTC
- Continue to see more upside in higher beta altcoins vs. Bitcoin as crypto markets are on pace to hit $5T
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Quantitative Strategy
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Earnings Daily
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Signal From Noise
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Factor Strategy
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Crypto Comments
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Crypto Market Update
Stay on top of the crypto markets with macro commentary, technical analysis, and the most relevant news.
INTRA MONTH
Crypto First Word from Tom Lee
Hear directly from Tom Lee about important cryptocurrency developments.
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Crypto Technical Strategy
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.
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A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.
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Funding Fridays
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WEEKLY
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Keep track of bitcoin sentiment to plan your digital assets strategy.
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