Asset Appearances
Crypto - Crypto Strategy
Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)
FLOWS BEGET MORE FLOWS We have recently discussed the potential return of crypto being correlated with equities due to the new category of market participants...
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Crypto - Crypto Strategy
FIL Presents Compelling Upside
ETH GAINING RELATIVE MOMENTUM Given the success of Solana and Bitcoin's persistent dominance in this bull market, many have been quick to write off ETH....
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Crypto - Crypto Strategy
The Game Is Changing
BREAKING AWAY While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of...
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Crypto - Crypto Strategy
Compelling Case for Continuation
WEATHERING THE STORM Heading into Q1, the key risks identified were: (1) A potential QRA supply shock, as long-term interest rates could surge due to...
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Crypto - Crypto Strategy
Rates Tell the Story
QRA IN LINE WITH MARKET EXPECTATIONS _THE RESULTS_ The Treasury’s quarterly refunding announcement (QRA) was the first of two major macro events to transpire on...
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Crypto - Crypto Strategy
The Gameplan
THE GBTC PROBLEM We have been watching spot BTC ETF flows closely since their launch two weeks ago, and while overall net flows remain decidedly...
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Crypto - Crypto Strategy
The Fastest Horse
OUTLOOK OVERVIEW Thank you to everyone who joined our annual outlook call this week. We were fortunate to have a lot of success last year...
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Crypto - Crypto Strategy
Initial Thoughts Post-ETF
INITIAL THOUGHTS ON ETF LAUNCHES The past week has marked a pivotal moment in the evolution of the crypto industry, a testament to the remarkable...
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Crypto - Crypto Strategy
Launch Sequence (Core Strategy Rebalance)
QUICK RECAP First and foremost, we would like to extend a Happy New Year to all our clients and subscribers. The past year was indeed...
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Crypto - Crypto Strategy
Animal Spirits to Persist Through New Year
LET IT FLOW As we approach the holiday weekend and the final week of the year, which is typically marked by lower liquidity due to...
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Crypto - Market Update
Derisking Continues After NFP Data, Celestia Releases 1GB Block Roadmap
MARKET UPDATE Risk assets are selling off following the release of Non-Farm Payrolls data this morning, showing 142k payrolls added in August compared to 165k...
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Crypto - Market Update
Strong Jobs Data Sparks BTC Push to $60k, Ripple Secures a Positive Outcome vs SEC
CRYPTO MARKET UPDATE Risk markets are surging this morning, seemingly catalyzed by stronger-than-expected weekly jobless claims, which have alleviated many recession-driven fears, leading to a...
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Crypto - Market Update
Strong Jobs Data Sparks BTC Push to $60k, Ripple Secures a Positive Outcome vs SEC
CRYPTO MARKET UPDATE Risk markets are surging this morning, seemingly catalyzed by stronger-than-expected weekly jobless claims, which have alleviated many recession-driven fears, leading to a...
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Crypto - Market Update
DTCC and ChainLink Complete Pilot Program, HKMA Enables e-CNY Payments
MARKET COMMENTARYU.S. EQUITIES ARE RELATIVELY FLAT AS THEY CONSOLIDATE ABOVE PRIOR ALL-TIME HIGHS. THE SPX IS TRADING AT 5,300, AND THE NDQ IS HOVERING NEAR...
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Crypto - Market Update
Record-Setting BTC Inflows, Coinbase to Issue $1B in Convertible Notes
BTC surged in the overnight hours, nearing $74k, following a day of record inflows into spot ETF products. It's now trading around $72.5k. ETH is...
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Crypto - Market Update
Bitcoin Makes New All-Time High, NIM Network Submits First RollApp Proposal
In a volatile day, BTC (-4.51%) has made a new all-time high, briefly surpassing $69k before retracing to the low $65k range. ETH (+1.55%) is...
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Crypto - Crypto Strategy
Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)
FLOWS BEGET MORE FLOWS We have recently discussed the potential return of crypto being correlated with equities due to the new category of market participants...
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Crypto - Crypto Strategy
FIL Presents Compelling Upside
ETH GAINING RELATIVE MOMENTUM Given the success of Solana and Bitcoin's persistent dominance in this bull market, many have been quick to write off ETH....
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Crypto - Crypto Strategy
The Game Is Changing
BREAKING AWAY While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of...
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Crypto - Market Update
BTC Touches $50k, ETF Inflows Accelerate
Monday morning picked up right where yesterday left off, with BTC surging toward $50k, momentarily touching the key level across several exchanges. The rally appears...
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