Asset Appearances
- but as we noted in our latest note and video
- we see new highs in Jan because this is what happens when we get within 1% of all time highs
- but new highs doesn’t mean “easy sailing”
- small capsIWM 1.75%
- financialsXLF 1.57% KRE 2.23%
- industrialsXLI 1.88%
- technologyXLK 1.27% QQQ 1.08% HACK 0.59% PANW 2.13%
- even miners/bitcoinBITB 5.28% MARA 6.31% RIOT 4.10%
- Price Now -> Price If BTC$100k
- MARA $26 -> $377
- RIOT $16 -> $463
- HUT $16 -> $206
- COIN $151 -> $2,832
- Exchanges: COIN 4.89%
- Miners: MARA 6.31% RIOT 4.10% HUT 2.16%
- see tweet from chief counsel of Grayscale
- “Forms”?
- RIOT 4.10% MARA 6.31% HUT 2.16% evenCOIN 4.89%
- See potential upside for each stock ifBTC reaches$100,000
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 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 Strategy
Quantifying the BlackRock Effect
THE PROBABILITY OF ETF APPROVAL As emphasized in previous notes, we view BlackRock's application for a spot ETF as substantial. Regardless of whether an actual...
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Crypto Strategy
Sentiment Sweet Spot (Core Strategy Rebalance)
EARLY PROOF OF “CATCH-UP” TRADE Last week witnessed a significant development as traditional market participants, most notably BlackRock, entered the cryptocurrency space with a spot-based...
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Miscellaneous
Bitcoin crosses above 200D, invoking Rule #3 --> Buy Bitcoin above its 200D
As shown below, Bitcoin's forward performance is far stronger when it is trading above its 200D moving average: >200D, 6M forward return +193% <200D,...
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