Asset Appearances
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
Major Trade War Shift Boosts Crypto Outlook
In today’s video, we break down the implications of Bessent’s Europe trip, ETH’s bullish reaction, the first state-level Strategic Bitcoin Reserve (SBR) milestone, and why...
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Crypto - Comments
What Are Funds and Allocators Saying About the Market?
In today’s update from the Medici conference, we share insights on allocator sentiment, the disconnect between capital flows and conviction, and a potential unlock for...
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Crypto - Comments
Is ETH Finally Turning the Corner?
In today’s video we discuss China’s olive branch, a strong jobs report, Bitcoin’s possible resistance at $100K, improving altcoin breadth, and why ETH is back...
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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
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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First Word
Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
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Crypto - Comments
Major Trade War Shift Boosts Crypto Outlook
In today’s video, we break down the implications of Bessent’s Europe trip, ETH’s bullish reaction, the first state-level Strategic Bitcoin Reserve (SBR) milestone, and why...
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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
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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First Word
Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
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Crypto - Comments
Major Trade War Shift Boosts Crypto Outlook
In today’s video, we break down the implications of Bessent’s Europe trip, ETH’s bullish reaction, the first state-level Strategic Bitcoin Reserve (SBR) milestone, and why...
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