Crypto - Comments
Bond Market Breaks, Bitcoin Benefits
In today’s video, we discuss how, while we are not completely “out of the woods,” today’s development sets up crypto success over the next 1-2...
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Crypto - Crypto Strategy
Bond Market Breaks, Bitcoin Benefits
CORE STRATEGY Given today’s developments, we believe it will be appropriate to increase exposure in our Core Strategy (total long position from 50% to 75%...
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Crypto - Comments
Is A Yuan Devaluation a Tailwind for Crypto?
In today's video we discuss why Bitcoin sniffed out tariff risks before equities, what the bond market is telling us about systemic stress, and whether...
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Crypto - Comments
Crypto’s Reaction to Fake Headline + Bessent’s Entry Shifts Risk/Reward Favorably
In today’s video, we discussed how crypto’s weekend selloff brought BTC in line with equities, highlighted signs of a potential relief rally including elevated volumes...
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Crypto - Comments
BTC Outperformance Remains Encouraging, But a "Read and React" Approach Still Feels Right
In today's video, we dive deeper into BTC's notable outperformance, exploring whether factors beyond corporate treasury purchases are influencing the recent strength. ...
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Crypto - Comments
Why Is Bitcoin Showing So Much Relative Strength?
In today’s video, we break down both short-term (bearish) and long-term (very bullish) views on crypto following yesterday’s tariff announcements. We highlight the key developments...
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