Crypto - Comments
Tactical Setup Remains Intact as the White House Engages in Quasi-QE and a Supreme Court Decision Nears
DISCUSSED IN TODAY'S VIDEO:The administration’s directive for Fannie Mae and Freddie Mac to purchase $200B of MBS reinforces a highly stimulative policy stance, functionally resembling...
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Crypto - Comments
MSCI Relief Offsets Miner Selling as Tariffs Loom
DISCUSSED IN TODAY'S VIDEO:MSCI REMOVES A MAJOR DAT TAIL RISK by keeping Digital Asset Treasury Companies in its indices and avoiding up to ~$3bn in potential...
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Crypto - Crypto Strategy
Tactical Setup Looks Constructive (Portfolio Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: Bloomberg, Fundstrat _See commentary on the rebalance at the end of this note._ TACTICAL SETUP LOOKS...
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Crypto - Comments
Evidence Is Building for Near-Term Continuation
DISCUSSED IN TODAY'S VIDEO:Near-term conditions have improved as liquidity, flows, and market structure now support a tactical rally.Liquidity and macro signals are constructive, with rising...
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Crypto - Comments
Crypto’s Ongoing Valuation Reset and the January Setup
DISCUSSED IN TODAY'S VIDEO:VALUATIONS HAVE MEANINGFULLY COMPRESSED: The median P/E multiple across the top crypto applications has fallen from ~23x in late September to ~16x today.SELECT...
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Crypto - Comments
Could January See a Tactical Bounce for Crypto?
DISCUSSED IN TODAY'S VIDEO:STRATEGY DIVIDEND RISK IS EFFECTIVELY ELIMINATED – Strategy’s $750M equity sale was used to build U.S. dollar reserves, now covering ~32 months of...
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Crypto - Comments
CPI Confirms Disinflation, But Crypto Still Fights the Tape, Why the Mid-70k's is An Interesting Level
DISCUSSED IN TODAY'S VIDEO:INFLATION COOLING FASTER THAN EXPECTED: CPI came in below expectations, and market-based measures suggest inflation expectations remain well anchored, increasing the likelihood the...
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Crypto - Crypto Strategy
2026 Crypto Outlook: Near-Term Headwinds, Second-Half Upside
Thank you to everyone who joined my annual outlook call today. Below are several high-level takeaways, along with the latest Core Strategy and Crypto Equity...
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Crypto - Comments
Tax-Loss Harvesting Dampens the Odds of a Santa Rally
DISCUSSED IN TODAY'S VIDEO:BTC WAS REJECTED AGAIN AT THE YEARLY OPEN (~$93.4K) as broader risk assets roll over, with crypto following and alts leading to the...
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Crypto - Comments
Dovish FOMC Outcome and Resilient Price Action Support Continuation Higher
DISCUSSED IN TODAY'S VIDEO:Yesterday, the FOMC delivered a broadly dovish package that included a 25 bps cut, improved growth and inflation projections, and the start...
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