Animal Spirits to Persist Through New Year
In this week's Crypto Comments video, we discuss positive flows data, the influx of capital into Base, and the strong performance of Stacks and Solana, presenting an optimistic picture going into 2024.
Click HERE our full Crypto Strategy note.
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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 -12.98% , MKR -5.60% , PENDLE -18.89% , BTC -3.96% .
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