Crypto - Comments
Did Congress Provide a Q1 Catalyst for Crypto?
In today's video, we unpack the implications of the stopgap funding bill passed by Congress on Friday and explore from today's altcoin price action....
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Crypto - Comments
PCE and Dovish Fed Remarks Give Crypto A Much-Needed Spark
In today’s video, we outline our broader market perspective and discuss how today's PCE data, combined with surprisingly dovish Fed commentary, helped boost crypto prices,...
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Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
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Crypto - Comments
VIX Spike Suggests Buying Opportunity
In today’s video, we recap the FOMC meeting and explain how the recent spike in the VIX supports the case for buying this dip. https://vimeo....
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Crypto - Comments
$8 Billion in Wealth Creation, Plus Why Odds Favor a Crypto Rally Post-FOMC
In today's video, we discuss the recent HYPE and PENGU airdrops and their potential as positive tailwinds for crypto prices. We also reiterate our view...
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Crypto - Comments
Discussing Our MSTR Plan and SOL's Recent Underperformance
In today's video, we outline why risk asymmetries skew to the upside heading into this week's FOMC, explain our continued conviction in MSTR despite today's...
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