Crypto - Comments
Cutting into Above-Trend Inflation and Solid Growth = Buy Crypto
DISCUSSED IN TODAY'S VIDEO:DOVISH POWELL: Jackson Hole remarks highlighted shifting risks toward employment, downplayed tariff-driven inflation, and suggested restrictive policy may soon warrant adjustment, paving the...
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Crypto - Comments
Upside Likely Post-Jackson Hole, ETH Withdrawal Queue Misread
DISCUSSED IN TODAY'S VIDEO:Crypto weakness today looks like pre–Jackson Hole de-risking, not a broader breakdown.Continuing claims hitting a new cycle high, bringing the employment side...
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Crypto - Comments
Is Solana Non-Consensus Now?
DISCUSSED IN TODAY'S VIDEO:Coinbase-Binance spread flipped to discount, signaling strong U.S. spot selling. Markets expect Powell to lean hawkish Friday despite Fed Funds futures still...
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Crypto - Comments
Why AERO Could Still 3x from Here
DISCUSSED IN TODAY'S VIDEO:Powell’s Jackson Hole speech on Friday is major market-moving event this week. We expect some volatility into and around this event, but...
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Crypto - Crypto Strategy
Miran’s Nomination Pulls Upside Risk Forward, Plus an ETH Chart Deck (Core Strategy Rebalance)
CORE STRATEGY We will address changes at the end of this note. Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat QUICK SIDENOTESWe produced an...
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Crypto - Comments
Miran Pick Is Bullish for Crypto
DISCUSSED IN TODAY'S VIDEO:FED GOVERNOR NEWS DRIVES MARKETS – Morning reports of Chris Waller in the running gave way to confirmation that Trump plans to nominate...
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