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Crypto - Comments
Waiting for Tariff Day
In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the...
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Crypto - Comments
The Cure for High Prices is High Prices
In today’s video, we break down the latest crypto selloff and explore what the widening in high-yield spreads could be signaling for the path ahead....
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Crypto - Crypto Strategy
Still Cautious Ahead of April 2nd, Elevated Odds of a Decisive Near-Term Move (±15%)
While some of the risks that prompted our cautious stance in early February have been partially mitigated, most remain—with the ongoing trade war still the...
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Crypto - Comments
High Probability of a 15%+ Move Ahead
While we remain cautious near-term, we highlight key reasons for growing optimism and outline why the crypto market is primed for a significant move in...
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Crypto - Comments
The Public Company BTC Sink Grows
In today's video, we cover the latest public company to add BTC to its balance sheet, explore what's driving the ongoing rise in stablecoin market...
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