Respecting the Pump
In this week's Crypto Comments video, we discuss recent U.S Treasury actions surprising the bond market, continuing bullish capital flows, and the reasons we believe on-chain activity could see a resurgence in the near term.
Click HERE for our full Crypto Strategy note.
Reports you may have missed
In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy LDO -12.69% , MKR -2.51% , PENDLE -16.73% , BTC -2.63% .
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