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In today's video, we discuss the acceleration of Bitcoin ETF flows, leading us to believe there is more near-term upside, the investment thesis for the Helium Network, and how the Coinbase outage is an encouraging sign for retail activity returning. https://vimeo. com/918165913/aa34b30b3d? share=copy

In today's video, we chat about the Coinbase premium, what the return of animal spirits could mean for DOGE, what funding rates suggest about current market froth, and a potentially overlooked detail about Coinbase's balance sheet. https://vimeo. com/917322732/6f734173c8? share=copy

In today's Crypto Comments video, we discuss rising open interest in Ethereum, its recent relative strength, and a compelling trade idea for Filecoin. https://vimeo. com/915812562/bb5f6e0195? share=copy

Coinbase reported earnings this afternoon after market-close. In today's Crypto Comments video, we examine the stellar report showing Coinbase beating top and bottom-line estimates, presenting an optimistic outlook for the exchange in 2024. https://vimeo. com/913527994/a640c5b846? share=copy

In today's Crypto Comments video, we discuss Bitcoin's resilience despite risk-assets turning lower following a hotter-than-expected CPI report. We also explore Stacks' relative strength and our view on Coinbase's upcoming earnings. https://vimeo. com/912760107/b1ac374b9b? share=copy

In today's Crypto Comments video, we discuss this week's outperformance of Bitcoin miners, examining how recent price movements reaffirm the sustained high beta relationship with bitcoin. Additionally, we explore considerations regarding mining cost profiles post-halving. https://vimeo. com/911710626/cfe0571c1f? share=copy

In today's Crypto Comments video, we discuss a favorable macro set-up, Bitcoin's winning streak after the Lunar New Year, catalysts for Ethereum and layer 2 networks, and flows continuing to paint a constructive picture. https://vimeo. com/911408207/d1b6af45c8? share=copy

In today's Crypto Comments video, we discuss GBTC outflows slowing, an uptik in ETF net inflows, tomorrow's Jupiter airdrop ($JUP), and potential outcomes of the QRA and FOMC. https://vimeo. com/908044302/1e7ada7692? share=copy

In today's Crypto Comments video, we discuss ETF outflows slowing, the upcoming QRA on Wednesday, and an uptick in Solana fees ahead of the Jupiter airdrop. https://vimeo. com/907659582/23834b84b2? share=copy

In today's Crypto Comments video, we discuss reasons to be optimistic about GBTC outflows, the QRA potentially serving as a bullish catalyst, and the upcoming Jupiter airdrop being a positive near-term tailwind for Solana. Click HERE for our full strategy note. https://vimeo. com/906558716/74b599ebe8? share=copy

In today's Crypto Comments video, we discuss Bitcoin ETF flows, GBTC selling, macro headwinds, and the potential impacts of upcoming U.S Treasury refunding and FOMC announcements. https://vimeo. com/905795182/9cfdfd89b2? share=copy