Crypto Market Update: Post-SVB Collapse
Sean Farrell joined Tom Lee for a market update webinar, discussing the recent collapse of SVB (Silicon Valley Bank), subsequent macro events, and what this means for crypto.
Recorded March 16, 2023
Watch The Market Update with Tom Lee:
"Yield Curve Un-Inversion Means Something Broke. Either Inflation or Economy."
Reports you may have missed
In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy
Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)
In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy
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