Discussing the Recent Market Rinse
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.
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 -3.71% , MKR -0.96% , PENDLE -2.20% , BTC 0.75% .