Asset Appearances
Crypto - Crypto Strategy
Stablecoin Data Suggests Risk Appetite is Rising, Adding SMLR to Equities Basket
BTC AS A POSSIBLE STRATEGIC RESERVE Last week, we discussed the rising political tailwinds affecting crypto. Despite events earlier in the year that might have...
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Crypto - Crypto Strategy
Crypto - Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...
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Crypto - Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
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Crypto - Comments
ETHTF
In todays video we discuss the sudden rise in bitcoins realized volatility and the SEC's groundbreaking decision to approve an ETH Futures ETF. We also touch...
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Crypto - Crypto Strategy
ETHTF (Core Strategy Rebalance)
MACRO HAS BEEN WINNING THE BATTLE Last week, we advanced the idea that the recent decline in volatility might be traced to two competing forces:...
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Crypto - Market Update
BTC ETF Inflows Surge, ETH ETF Volumes Impress
CRYPTO MARKET UPDATE DESPITE BEING THE LAUNCH DAY FOR ETH 0.53% ETFS, CRYPTO BROADLY MOVED LOWER IN THE EARLY MORNING HOURS TODAY, POSSIBLY DUE TO MOVEMENT...
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Crypto - Crypto Strategy
Stablecoin Data Suggests Risk Appetite is Rising, Adding SMLR to Equities Basket
BTC AS A POSSIBLE STRATEGIC RESERVE Last week, we discussed the rising political tailwinds affecting crypto. Despite events earlier in the year that might have...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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Crypto - Crypto Strategy
Crypto - Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...
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You have viewed the limit of 0/2 complimentary reports this month.
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Crypto - Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You have viewed the limit of 0/2 complimentary reports this month.
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Crypto - Comments
ETHTF
In todays video we discuss the sudden rise in bitcoins realized volatility and the SEC's groundbreaking decision to approve an ETH Futures ETF. We also touch...
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You have viewed the limit of 0/2 complimentary reports this month.
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