Asset Appearances
Crypto - Comments
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
DAT Multiple Expansion, Miners Outperforming, Seasonal Tailwinds Ahead
DISCUSSED IN TODAY'S VIDEO:FOMC CONFIRMS 2H THESIS: Policy remains dovish, easing continues into above-trend inflation and solid growth.MARKET REACTION: Growth optimism is back in play with the...
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Crypto - Comments
Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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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
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
DAT Multiple Expansion, Miners Outperforming, Seasonal Tailwinds Ahead
DISCUSSED IN TODAY'S VIDEO:FOMC CONFIRMS 2H THESIS: Policy remains dovish, easing continues into above-trend inflation and solid growth.MARKET REACTION: Growth optimism is back in play with the...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Crypto - Comments
Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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Crypto - Comments
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
DAT Multiple Expansion, Miners Outperforming, Seasonal Tailwinds Ahead
DISCUSSED IN TODAY'S VIDEO:FOMC CONFIRMS 2H THESIS: Policy remains dovish, easing continues into above-trend inflation and solid growth.MARKET REACTION: Growth optimism is back in play with the...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Crypto - Comments
Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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