CRYPTO COMMENTS: Pressing Winners (Core Strategy Rebalance)
In this week’s Crypto Comments video, we discuss developments in spot BTC ETF applications, FTX’s recent case motion to sell trust assets, declining staking yields on Ethereum, and a new addition to our Core Strategy.
Click HERE for our full Crypto Strategy note.
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In today’s video, we discussed how crypto’s weekend selloff brought BTC in line with equities, highlighted signs of a potential relief rally including elevated volumes and market sensitivity to trade headlines, and explored why Treasury Secretary Bessent’s involvement in trade talks may boost market confidence. TICKERS IN THIS VIDEO: BTC -2.27%
In today’s video, we break down both short-term (bearish) and long-term (very bullish) views on crypto following yesterday’s tariff announcements. We highlight the key developments that could unlock near-term upside and explain why we’re skeptical that Bitcoin’s recent relative strength will continue, all else being equal. TICKERS IN THIS VIDEO: BTC -2.27%
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