Asset Appearances
Crypto - Comments
BTC Retraces Ahead of CPI, But Hard to Ignore $100B in DAT Dry Powder
Discussed in today's video:Digital Asset Treasuries (DATs) are trading at a 2.1x mNAV multiple, implying ~$100B in theoretical BTC buying power.BTC touched $123K before retracing...
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Crypto - Comments
A Technical Perspective on the Bitcoin Breakout
In today’s video, we sit down with Mark Newton to walk through some key charts and highlight the critical levels he is monitoring for BTC,...
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Crypto - Comments
Short Liquidations Signal Disbelief as BTC Sets New Highs
Bitcoin ripped to a fresh all-time high after a wave of perp liquidations, while ETH cleared the $2.8k resistance on steady corporate buying. Derivatives remain...
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Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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Crypto - Comments
Corporates Bidding into Thin Liquidity Could Spark an Explosive July
Bitcoin breaks its late-May downtrend, opening the door for ETH and alts to follow. We explain how Goldilocks macro conditions and thin summer volumes amplify...
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Crypto - Comments
BTC Retraces Ahead of CPI, But Hard to Ignore $100B in DAT Dry Powder
Discussed in today's video:Digital Asset Treasuries (DATs) are trading at a 2.1x mNAV multiple, implying ~$100B in theoretical BTC buying power.BTC touched $123K before retracing...
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Crypto - Comments
A Technical Perspective on the Bitcoin Breakout
In today’s video, we sit down with Mark Newton to walk through some key charts and highlight the critical levels he is monitoring for BTC,...
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Crypto - Comments
Short Liquidations Signal Disbelief as BTC Sets New Highs
Bitcoin ripped to a fresh all-time high after a wave of perp liquidations, while ETH cleared the $2.8k resistance on steady corporate buying. Derivatives remain...
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Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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Crypto - Comments
Corporates Bidding into Thin Liquidity Could Spark an Explosive July
Bitcoin breaks its late-May downtrend, opening the door for ETH and alts to follow. We explain how Goldilocks macro conditions and thin summer volumes amplify...
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Crypto - Comments
BTC Retraces Ahead of CPI, But Hard to Ignore $100B in DAT Dry Powder
Discussed in today's video:Digital Asset Treasuries (DATs) are trading at a 2.1x mNAV multiple, implying ~$100B in theoretical BTC buying power.BTC touched $123K before retracing...
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Crypto - Comments
A Technical Perspective on the Bitcoin Breakout
In today’s video, we sit down with Mark Newton to walk through some key charts and highlight the critical levels he is monitoring for BTC,...
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Crypto - Comments
Short Liquidations Signal Disbelief as BTC Sets New Highs
Bitcoin ripped to a fresh all-time high after a wave of perp liquidations, while ETH cleared the $2.8k resistance on steady corporate buying. Derivatives remain...
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Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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Crypto - Comments
Corporates Bidding into Thin Liquidity Could Spark an Explosive July
Bitcoin breaks its late-May downtrend, opening the door for ETH and alts to follow. We explain how Goldilocks macro conditions and thin summer volumes amplify...
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