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Crypto - Comments
SOL Weakness Ahead of Unlock Should Lead to Opportunity
In today's video, we break down the factors behind SOL's recent underperformance—ranging from a murkier macro backdrop to an impending major unlock. While this pressure...
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Crypto - Comments
BTC Tracking Small Cap Underperformance
In today's video, we cover the from this week, highlight the underwhelming flow picture, and dive into BTC's relationship with various equity benchmarks. We'll...
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Comments
CME Basis Back to Pre-Election Levels
In today's video, we analyze key charts highlighting weak flows and a lack of bullish conviction from traders and investors. We discuss why the coming...
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Crypto - Comments
Crypto's Rebound Following Tariff Announcements is Encouraging
In today's video, we explore the lack of a market reaction to new steel and aluminum tariff announcements and what that could mean for crypto’s...
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