Crypto - Comments
Major Trade War Shift Boosts Crypto Outlook
In today’s video, we break down the implications of Bessent’s Europe trip, ETH’s bullish reaction, the first state-level Strategic Bitcoin Reserve (SBR) milestone, and why...
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Crypto - Comments
What Are Funds and Allocators Saying About the Market?
In today’s update from the Medici conference, we share insights on allocator sentiment, the disconnect between capital flows and conviction, and a potential unlock for...
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Crypto - Comments
Is ETH Finally Turning the Corner?
In today’s video we discuss China’s olive branch, a strong jobs report, Bitcoin’s possible resistance at $100K, improving altcoin breadth, and why ETH is back...
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Crypto - Comments
Institutions Move In, Shorts Stack Up, Core Strategy Shifts to Alts
In today's video we discuss Schwab and Morgan Stanley entering crypto, fresh treasury demand for SOL, MicroStrategy’s new $21B offering, and why negative funding plus...
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Crypto - Crypto Strategy
Odds Still Favor a Move Higher (Core Strategy Rebalance)
CORE STRATEGY Source: TradingView, Fundstrat Source: TradingView, Fundstrat On Wednesday, we received a couple of material data points. The first was the first negative real...
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Crypto - Comments
BVIV Below 50 Implies Another Big Move Ahead (We Think Higher)
In today’s video we discuss a groundbreaking SBR bill, bullish shifts in the options market, and why suppressed implied volatility could signal another sharp move,...
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