Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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Crypto - Comments
Corporates Bidding into Thin Liquidity Could Spark an Explosive July
Bitcoin breaks its late-May downtrend, opening the door for ETH and alts to follow. We explain how Goldilocks macro conditions and thin summer volumes amplify...
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Crypto - Comments
Crypto Weakness: Summer Lull or Something More?
In today’s crypto comments, we break down the surprising weakness in crypto despite supportive equity and dollar trends. We explore the role of low liquidity,...
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Crypto - Comments
Fiscal Dominance, Dollar Weakness, and the Rise of Tokenization
In today’s crypto comments, we break down the growing influence of fiscal dominance on rates and the dollar and what it means for risk assets....
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Crypto - Comments
Dollar Weakness Sets the Stage for Higher Coin Prices
In today’s update, we break down how historic low implied vols, cautious options positioning, and a weakening dollar are shaping the crypto outlook. We also...
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