Discussing the Possibility of BTC as a Strategic Reserve
In today’s video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week.
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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 0.04%
In today’s video, we break down why the latest PMI print could be bearish for crypto, why the market’s ability to shake it off is encouraging, and how the options market continues to price in caution ahead of tomorrow’s big announcement. TICKERS IN THIS VIDEO: BTC 0.04%
In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the April 2nd tariff announcement remains the most important near-term driver of crypto prices. We also cover Circle’s IPO plans, BlackRock’s latest Bitcoin commentary, ETHBTC hitting post-COVID lows, and option market signals pointing to an imminent move. Lastly, we preview the key macro data releases on...
