Asset Appearances
Crypto - Crypto Strategy
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
IDEAL FOMC OUTCOME This week's events have been a reminder that while macro factors can align favorably, idiosyncratic elements can sometimes complicate the picture. On...
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Crypto - Crypto Strategy
How the US Could Adopt BTC as a Strategic Reserve Asset, Look for ETH to Bottom Within Next Few Trading Days
POLITICAL PREDICTION MARKETS PROVIDE PARTIAL RATIONALE FOR PAUSE IN RALLY We see the recent pause in the July rally driven by two factors:General Degrossing Across...
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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 - Crypto Strategy
Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny
OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...
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Crypto - Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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Crypto - Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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Crypto - Crypto Strategy
Some Quick Thoughts on ETH ETF, Regulation, and Updates on Recent Tactical Trade Ideas
ON ETH APPROVAL AND VOLATILITY We expect a decision on the ETH ETFs today and are bullish on the prospect of approval. ETH open interest...
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Crypto - Market Update
IBIT Options Approved, Stablecoin Market Cap Surpasses $170 Billion
CRYPTO MARKET UPDATE Crypto began the final full week of September trading—historically the worst time of the year for the asset class—with a positive move...
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Crypto - Crypto Strategy
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
IDEAL FOMC OUTCOME This week's events have been a reminder that while macro factors can align favorably, idiosyncratic elements can sometimes complicate the picture. On...
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Crypto - Crypto Strategy
How the US Could Adopt BTC as a Strategic Reserve Asset, Look for ETH to Bottom Within Next Few Trading Days
POLITICAL PREDICTION MARKETS PROVIDE PARTIAL RATIONALE FOR PAUSE IN RALLY We see the recent pause in the July rally driven by two factors:General Degrossing Across...
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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 - Crypto Strategy
Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny
OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...
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Crypto - Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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Crypto - Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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