Crypto - Comments
Are Flows from China Helping Bitcoin?
In today’s video we discuss Trump’s escalating feud with Powell, the market implications of a potential Fed shakeup, and why BTC’s strength during APAC hours...
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Crypto - Comments
Impressive Day for the Coins
In today's video we discuss how Bitcoin’s persistent Coinbase premium signaled strong U.S. spot demand during a Powell‑triggered stock selloff, how gold’s record run might...
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Crypto - Crypto Research
Picking Our Spots (Core Strategy Rebalance)
Last week, we wrote that the administration’s response to bond market volatility implied a critical shift in ongoing trade negotiations. While this does not eliminate...
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Crypto - Comments
Is Bitcoin Breaking Out?
In today’s video we discuss Bitcoin’s breakout, dovish signals from the Fed on tariffs, and why rising liquidity and soft positioning could set the stage...
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Crypto - Comments
We Like Adding SOL Here (Core Strategy Rebalance)
In today's Core Strategy update, we outline our growing optimism that crypto can stage a rally in the coming weeks and highlight the favorable risk/reward...
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Crypto - Comments
Bond Market Breaks, Bitcoin Benefits
In today’s video, we discuss how, while we are not completely “out of the woods,” today’s development sets up crypto success over the next 1-2...
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