Header logo
  1. Research
  2. Crypto Research
  3. Comments

Near-Term DXY Top is Still In, HPC Miners Outperform

Jun 11, 2024
Author
Sean Farrell
Sean Farrell AC

Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow’s significant macro data, and the impressive performance of the names in our AI + HPC equities basket.

Near-Term DXY Top is Still In, HPC Miners Outperform

Reports you may have missed

ETH ETFs Could See $5B in First 5 Months

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

Discussing the ETH ETF Setup

In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch. https://vimeo. com/968326240/4bf02833a8? share=copy

Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

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 -3.71% , MKR -0.96% , PENDLE -2.20% , BTC 0.75% .

BTC 0.75% LDO -3.71% MKR -0.96% PENDLE -2.20%
Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics we will look for to mark a local bottom. https://vimeo. com/961667867/59f6ce53b8? share=copy

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 1/1

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

Already have an account? Sign In