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 - Crypto Strategy
Competing Forces
MACRO HEADWINDS VS. IDIOSYNCRATIC TAILWINDS In our prior notes, we highlighted the market's prevailing sideways trend. Over much of the past month, both BTC and...
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Crypto - Crypto Strategy
ETF Prospects Improving (And Not Just for Bitcoin)
YIELD CURVE STEEPENS Over the past week, a flurry of news has led to a significant steepening in the yield curve. The key events:Last Friday,...
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Crypto - Crypto Strategy
Mini Alt Season
FINAL THOUGHTS ON RIPPLE DECISION In June, we identified the Ripple case as a possible catalyst for altcoins, as indications of progress for the defendants...
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Crypto - Crypto Strategy
Rope-a-Dope
A WEEK OF TABLE-TURNING DEVELOPMENTS _ETF SUMMER_ Over the last five years, there have been numerous calls for traditional financial institutions to enter the crypto...
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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 5.57% 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...
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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 - Crypto Strategy
Competing Forces
MACRO HEADWINDS VS. IDIOSYNCRATIC TAILWINDS In our prior notes, we highlighted the market's prevailing sideways trend. Over much of the past month, both BTC and...
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Crypto - Crypto Strategy
ETF Prospects Improving (And Not Just for Bitcoin)
YIELD CURVE STEEPENS Over the past week, a flurry of news has led to a significant steepening in the yield curve. The key events:Last Friday,...
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Crypto - Crypto Strategy
Mini Alt Season
FINAL THOUGHTS ON RIPPLE DECISION In June, we identified the Ripple case as a possible catalyst for altcoins, as indications of progress for the defendants...
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