Crypto - Crypto Research
BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”
BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...
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Crypto - Comments
Is BTC Decoupling from Equities?
In today’s video, we explore:The reasons behind falling BTC-equity correlationsSome positive regulatory developmentsInsights into the recent MSTR selloffRevisit the bull case for the Casino Stack...
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Crypto - Comments
MSTR Bid and IBIT Options Power Market Higher, JTO Eyes Catch-Up Amid Surging Solana DEX Volumes
In today's video, we break down the massive Microstrategy bid, IBIT options, near-term macro considerations, Solana's impressive on-chain activity, and the potential beneficiaries of these...
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Crypto - Comments
Did the Crypto Market Just Peak?
In today's video, we walk through a few metrics to assess whether what we just experienced was the blow-off top. We also discuss the interesting...
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Crypto - Crypto Strategy
Market Lacks Convincing Signs of Market Froth, Major Demand Side Catalyst for CORE (Core Strategy Rebalance)
FROTH OR REPRICING? A heated debate is unfolding among crypto investors: have we just hit a local top, or will the breakout after eight months...
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