Crypto - Crypto Strategy
Circle Should Benefit from Thematic Tailwinds, Despite its Questionable Margin Profile
QUICK MACRO THOUGHTSIt’s a confusing time for crypto investors. Equities seemed poised for fresh all-time highs while crypto is stuck in neutral and has lagged...
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Crypto - Comments
Circle: Challenging Economics, Compelling Stablecoin Trade
Stocks and crypto whip on talk of a Trump-Xi meeting and a Musk budget blast while Circle’s IPO rockets out of the gate. We unpack...
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Crypto - Comments
Pump Fun Liquidity Grab Weighs on Alts as ETH Holds Firm
Crypto lagged a roaring equity market again, with BTC testing its May 18th weekly close. ETH’s relative strength persisted, while a $4 billion Pump Fun...
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Crypto - Comments
BOJ Pause is Positive for Crypto, ETH Continues to Demonstrate Strength
Manufacturing continues to cool amid tariff uncertainty, the BOJ hints at pausing bond-purchase cuts, and crypto flows diverge with steady ETH ETF inflows. We unpack...
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Crypto - Crypto Strategy
Is Crypto Underperformance Signaling a (Short-Term) Turning Point in the Market?
CORE STRATEGY Crypto’s recent underperformance relative to equities, coupled with a sharp BTC-SPX correlation breakdown, is a data point worth watching. We’re not rushing to...
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Crypto - Comments
Crypto Lags Equities Again, Should You Be Worried?
In today’s update, we break down crypto’s underperformance relative to equities, highlighting a key correlation rollover that has historically signaled major market turning points. While...
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