Asset Appearances
Crypto - Comments
We Think Crypto Will Look Through EU Tariff Threats, Golden Cross Signals Higher
Unlike in Q1/early Q2, today’s trade news doesn’t yet warrant a more cautious stance. Trump’s surprise call for 50% EU tariffs briefly pressured crypto, but...
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Crypto - Comments
Will the Hyperliquid Whale Get Liquidated?
Bitcoin keeps climbing as ETF inflows stay strong, the Coinbase premium holds, and CME basis widens. A single whale on Hyperliquid is riding a 40×...
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Crypto - Comments
Bitcoin’s Quiet All-Time High Close and a Shift in Market Psychology
Bitcoin just logged a stealth all-time high weekly close, and ETH is showing signs of relative strength. In this video, we explore the growing “buy-the-dip”...
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Crypto - Comments
Miners Surge, Credit Downgrade Hits, and BTC Options Look Cheap
Bitcoin miners rallied on AI demand and short covering. Moody’s downgraded the US credit rating. BTC held firm, and with implied volatility hitting 12-month lows,...
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Crypto - Comments
BTC Not as Sensitive to Real Yields in Fiscal Dominance Era
In today’s video we discuss real yields as a potential driver of weakness in crypto, how a lack of leverage in the crypto market reduces...
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Crypto - Comments
Trade Risks Fade, ETH Leads, and Macro Focus Shifts to Fiscal Policy
In today’s video, we discuss the easing of trade tensions between the U.S. and China, ETH’s breakout and why it could continue to outperform, and...
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Crypto - Comments
We Think Crypto Will Look Through EU Tariff Threats, Golden Cross Signals Higher
Unlike in Q1/early Q2, today’s trade news doesn’t yet warrant a more cautious stance. Trump’s surprise call for 50% EU tariffs briefly pressured crypto, but...
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Crypto - Comments
Will the Hyperliquid Whale Get Liquidated?
Bitcoin keeps climbing as ETF inflows stay strong, the Coinbase premium holds, and CME basis widens. A single whale on Hyperliquid is riding a 40×...
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Crypto - Comments
Bitcoin’s Quiet All-Time High Close and a Shift in Market Psychology
Bitcoin just logged a stealth all-time high weekly close, and ETH is showing signs of relative strength. In this video, we explore the growing “buy-the-dip”...
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Crypto - Comments
Miners Surge, Credit Downgrade Hits, and BTC Options Look Cheap
Bitcoin miners rallied on AI demand and short covering. Moody’s downgraded the US credit rating. BTC held firm, and with implied volatility hitting 12-month lows,...
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Crypto - Comments
BTC Not as Sensitive to Real Yields in Fiscal Dominance Era
In today’s video we discuss real yields as a potential driver of weakness in crypto, how a lack of leverage in the crypto market reduces...
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First Word
Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
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Crypto - Comments
We Think Crypto Will Look Through EU Tariff Threats, Golden Cross Signals Higher
Unlike in Q1/early Q2, today’s trade news doesn’t yet warrant a more cautious stance. Trump’s surprise call for 50% EU tariffs briefly pressured crypto, but...
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Crypto - Comments
Will the Hyperliquid Whale Get Liquidated?
Bitcoin keeps climbing as ETF inflows stay strong, the Coinbase premium holds, and CME basis widens. A single whale on Hyperliquid is riding a 40×...
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Crypto - Comments
Bitcoin’s Quiet All-Time High Close and a Shift in Market Psychology
Bitcoin just logged a stealth all-time high weekly close, and ETH is showing signs of relative strength. In this video, we explore the growing “buy-the-dip”...
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Crypto - Comments
Miners Surge, Credit Downgrade Hits, and BTC Options Look Cheap
Bitcoin miners rallied on AI demand and short covering. Moody’s downgraded the US credit rating. BTC held firm, and with implied volatility hitting 12-month lows,...
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Crypto - Comments
BTC Not as Sensitive to Real Yields in Fiscal Dominance Era
In today’s video we discuss real yields as a potential driver of weakness in crypto, how a lack of leverage in the crypto market reduces...
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First Word
Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
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