Asset Appearances
Crypto - Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
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Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
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Crypto - Crypto Strategy
The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects
CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...
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Crypto - Crypto Strategy
Adding ETH Beta (Core Strategy Rebalance)
Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through...
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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
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
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Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
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Crypto - Crypto Strategy
The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects
CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...
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Crypto - Crypto Strategy
Adding ETH Beta (Core Strategy Rebalance)
Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through...
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Crypto - Market Update
Polygon Investing in Custom ZK Chips, State Street & Galaxy Launch Active Crypto ETFs
MARKET UPDATE Equity indices are relatively flat in Tuesday’s trading, with the SPY 1.51% and QQQ 2.65% decreasing about 0.10%. Crypto is showing slight declines, with BTC 0.71% ...
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Crypto - Market Update
Derisking Continues After NFP Data, Celestia Releases 1GB Block Roadmap
MARKET UPDATE Risk assets are selling off following the release of Non-Farm Payrolls data this morning, showing 142k payrolls added in August compared to 165k...
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