Asset Appearances
Crypto - Comments
Short-Term Liquidity Pressures Mount, But Crypto Setup Intact
DISCUSSED IN TODAY'S VIDEO:ETH FINDS BUYERS – ETHBTC found support today, suggesting ETH could resume participating alongside BTC and SOL.MACRO SETUP – Gold continues to front-run a...
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Crypto - Comments
Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
DISCUSSED IN TODAY'S VIDEO:FED STILL ON COURSE: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through...
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Crypto - Comments
Whale-Driven Selloff Resets Leverage, Macro Still Supportive
DISCUSSED IN TODAY'S VIDEO:WHALE ACTIVITY DROVE THE MOVE: A Bitcoin OG rotated billions from BTC into ETH via Hyperliquid. The execution of which triggered cascading liquidations...
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Crypto - Comments
Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto
DISCUSSED IN TODAY'S VIDEO:DOVISH POWELL: Jackson Hole remarks highlighted shifting risks toward employment, downplayed tariff-driven inflation, and suggested restrictive policy may soon warrant adjustment, paving the...
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Crypto - Comments
Upside Likely Post-Jackson Hole, ETH Withdrawal Queue Misread
DISCUSSED IN TODAY'S VIDEO:Crypto weakness today looks like pre–Jackson Hole de-risking, not a broader breakdown.Continuing claims hitting a new cycle high, bringing the employment side...
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Crypto - Comments
Is Solana Non-Consensus Now?
DISCUSSED IN TODAY'S VIDEO:Coinbase-Binance spread flipped to discount, signaling strong U.S. spot selling. Markets expect Powell to lean hawkish Friday despite Fed Funds futures still...
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Macro Minute Video
Video: Macro Minute: August Core CPI details show housing and autos were +0.27% of the +0.35% rise, arguing not new inflation wave. Jobless claim surge = Fed needs to cut
Video_: _The data today from CPI and jobless claims is overall positive. We think the CPI rise is largely explained by housing and autos. And...
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Crypto - Comments
Short-Term Liquidity Pressures Mount, But Crypto Setup Intact
DISCUSSED IN TODAY'S VIDEO:ETH FINDS BUYERS – ETHBTC found support today, suggesting ETH could resume participating alongside BTC and SOL.MACRO SETUP – Gold continues to front-run a...
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Crypto - Comments
Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
DISCUSSED IN TODAY'S VIDEO:FED STILL ON COURSE: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through...
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Crypto - Comments
Whale-Driven Selloff Resets Leverage, Macro Still Supportive
DISCUSSED IN TODAY'S VIDEO:WHALE ACTIVITY DROVE THE MOVE: A Bitcoin OG rotated billions from BTC into ETH via Hyperliquid. The execution of which triggered cascading liquidations...
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Crypto - Comments
Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto
DISCUSSED IN TODAY'S VIDEO:DOVISH POWELL: Jackson Hole remarks highlighted shifting risks toward employment, downplayed tariff-driven inflation, and suggested restrictive policy may soon warrant adjustment, paving the...
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Crypto - Comments
Upside Likely Post-Jackson Hole, ETH Withdrawal Queue Misread
DISCUSSED IN TODAY'S VIDEO:Crypto weakness today looks like pre–Jackson Hole de-risking, not a broader breakdown.Continuing claims hitting a new cycle high, bringing the employment side...
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Macro Minute Video
Video: Macro Minute: August Core CPI details show housing and autos were +0.27% of the +0.35% rise, arguing not new inflation wave. Jobless claim surge = Fed needs to cut
Video_: _The data today from CPI and jobless claims is overall positive. We think the CPI rise is largely explained by housing and autos. And...
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Crypto - Comments
Short-Term Liquidity Pressures Mount, But Crypto Setup Intact
DISCUSSED IN TODAY'S VIDEO:ETH FINDS BUYERS – ETHBTC found support today, suggesting ETH could resume participating alongside BTC and SOL.MACRO SETUP – Gold continues to front-run a...
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Crypto - Comments
Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
DISCUSSED IN TODAY'S VIDEO:FED STILL ON COURSE: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through...
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Crypto - Comments
Whale-Driven Selloff Resets Leverage, Macro Still Supportive
DISCUSSED IN TODAY'S VIDEO:WHALE ACTIVITY DROVE THE MOVE: A Bitcoin OG rotated billions from BTC into ETH via Hyperliquid. The execution of which triggered cascading liquidations...
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Crypto - Comments
Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto
DISCUSSED IN TODAY'S VIDEO:DOVISH POWELL: Jackson Hole remarks highlighted shifting risks toward employment, downplayed tariff-driven inflation, and suggested restrictive policy may soon warrant adjustment, paving the...
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Crypto - Comments
Upside Likely Post-Jackson Hole, ETH Withdrawal Queue Misread
DISCUSSED IN TODAY'S VIDEO:Crypto weakness today looks like pre–Jackson Hole de-risking, not a broader breakdown.Continuing claims hitting a new cycle high, bringing the employment side...
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