Crypto - Crypto Strategy
Funding Rates Suggest an Unpopular BTC Rally, ETH Has More Room to Run (Core Strategy Rebalance)
CORE STRATEGY While the market has repriced quite substantially to reflect optimism over trade, we believe further upside could come from ensuing changes in tax...
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Crypto - Comments
Trade Risks Fade, ETH Leads, and Macro Focus Shifts to Fiscal Policy
In today’s video, we discuss the easing of trade tensions between the U.S. and China, ETH’s breakout and why it could continue to outperform, and...
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Crypto - Crypto Strategy
ETH Finally Makes a Move Ahead of Pivotal Weekend
CORE STRATEGY Source: TradingView, Fundstrat While there is no need to “panic chase,” ETH likely begins trading better from here. We should start considering ETH...
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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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