Asset Appearances
Crypto - Crypto Strategy
Bank Run (Core Strategy Rebalance)
MOST SIGNIFICANT BANKING FAILURE SINCE THE GFC Our clients know the rationale behind our bullish perspective on crypto this year. Consumer prices are broadly trending...
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Crypto - Crypto Strategy
Don’t Fight Changes in Global Liquidity Conditions (Core Strategy Rebalance)
REGULATORY THREATS MORE BARK THAN BITE (TO ASSET PRICES) Last week we discussed that more regulatory actions would be coming – and they certainly were. On...
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Crypto - Crypto Strategy
Vibe Shift
CRYPTO CONTINUES TO SHOW RELATIVE STRENGTH It was an eventful week in global macro (this is now the default opening line of every note), as...
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Crypto - Crypto Strategy
Dollar Reigns Supreme
FED RAISED RATES ABOVE FUTURES This week, the Fed went ahead and raised interest rates another 75 bps in its attempt to stimy demand and...
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Crypto - Crypto Strategy
Nothing Has Changed Except Price
RISK ASSETS RETREAT (FOR NOW) After several consecutive weeks of bullish price action across risk assets, we have seen markets pull back on both technical...
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Crypto - Crypto Strategy
Good Price on Bad News is Good News
GOOD PRICE ON BAD NEWS IS GOOD NEWS Last week, we discussed the piping-hot inflation print and expected additional volatility around this data point. On...
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Crypto - Crypto Strategy
Hot things: CPI and Solana
CPI STILL HOT Despite oil prices falling and inventories growing, lagging CPI data came in hot this week. It was expected to be an eye-popping...
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Crypto - Crypto Strategy
Things Could Get Weird
MOVING SIDEWAYS To the relief of many crypto investors, the market has mostly churned sideways this week. Volumes have receded following the large selloff a...
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Crypto - Market Update
Shopify Integrates USDC Payments, Friend.tech Activity Dries Up
After digesting Fed Chair Powellâs speech at Fridayâs Jackson Hole Economic Symposium over the weekend, traditional indices are rising, with both the SPY 0.72% and QQQ 0.77% ...
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Crypto - Market Update
Base and Optimism Share Revenue and Governance, Mastercard Terminates Binance Partnership
All eyes turned to Jackson Hole this morning as Jerome Powell says the Fed will âproceed carefullyâ on any further rate rises this year. Futures pricing...
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Crypto - Market Update
Friend.tech Gains Traction, Recur Winds Down
Amidst record-high bond yields, large tech stocks led market indexes higher on the week's open. The US30Y is at its highest levels since 2011, yielding 4.46%,...
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Crypto - Market Update
OpenSea Discontinues Royalty Enforcement Tool, Securitize Acquires Onramp Invest
Despite yield reversal on bonds, equities market continue their retracement. Yields on the US10Y retraced 0.11% to 4.23% after peaking midday yesterday at decade-plus highs. Equities...
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Crypto - Market Update
Coinbase Receives Approval for Crypto Futures, Binance Shutters Payments Product
Traditional equity indices are continuing this week's decline, with the SPY 0.72% and QQQ 0.77% both down over 0.40%. The minutes from the last FOMC meeting are...
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Crypto - Market Update
Coca-Cola Debuts NFT Collection on Base, MetaMask Integrates Apple Pay's 1-click Feature
Equities markets wavered higher as bond yields edged closer to decade highs ahead of retail sales data tomorrow. US10Y is currently at 4.20% and is nearing...
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Crypto - Market Update
Friend.Tech Drives Base Activity, Visa Experiments with Off-Chain Gas Payments
Equity indices are declining today on higher-than-expected PPI data for July. The SPY 0.72% and QQQ 0.77% have fallen 0.24% and 0.88%, respectively, while U.S. Treasury yields...
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Crypto - Market Update
SEC Appeals Ripple Labs Case, y00ts Migrates to Ethereum
Inflation ticked up in July but modest price increases likely deter Fed from raising rates in September. CPI rose 3.2% YoY (vs. 3% in June), while...
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Crypto - Market Update
Huobi Experiences Net Outflows, Controversial NFT Sales Spark Debate
Traditional markets rebound after posting a loss last week as investors look to Thursday's CPI print for clues as to whether the Fed will continue...
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Crypto - Market Update
DoJ Purportedly Contemplates Filing Fraud Charges Against Binance, Egorov Sells More CRV tokens OTC
Equities and bond markets have extended recent losses from increased borrowing by the US. ^SPX and QQQ 0.77% retraced by 0.3% and 0.2%, respectively, while the US10Y...
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