Crypto Research
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Why Isn’t Crypto Rising Despite Lower Yields?
Today, we discuss how the unwind of the popular BTC basis trade could act as a near-term headwind, explore why crypto now appears to have a negative correlation with bonds and explain our (admittedly low-conviction) view that altcoins might bounce soon. https://vimeo. com/1060323877/113fdb1fc7? share=copy TICKERS IN THIS VIDEO: #BTC
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Discussing the Altcoin Weakness, RAY Developments, and Reasons for Bulls to Be Encouraged
In today’s video, we’ll break down the recent price action across altcoins, examine why RAY might merit reconsideration in our Core Strategy portfolio, and highlight a couple of silver linings that could signal a brighter outlook for bulls (eventually). https://vimeo. com/1059936822/66fac41c3a? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Should we Expect Fallout from the $1.5B Bybit Hack?
In today's video we discuss the implications of today's massive $1.5B Bybit hack along with other critical variables driving asset prices. https://vimeo. com/1059167668/5744d223c8? share=copy TICKERS...
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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Crypto - Comments
SOL Weakness Ahead of Unlock Should Lead to Opportunity
In today's video, we break down the factors behind SOL's recent underperformance—ranging from a murkier macro backdrop to an impending major unlock. While this pressure...
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BTC Tracking Small Cap Underperformance
In today's video, we cover the from this week, highlight the underwhelming flow picture, and dive into BTC's relationship with various equity benchmarks. We'll also explore why gold is outperforming BTC and the significance of the staked ETH ETFs. https://vimeo. com/1056945558/7e42b38a70? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Comments
CME Basis Back to Pre-Election Levels
In today's video, we analyze key charts highlighting weak flows and a lack of bullish conviction from traders and investors. We discuss why the coming...
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Crypto - Comments
Crypto's Rebound Following Tariff Announcements is Encouraging
In today's video, we explore the lack of a market reaction to new steel and aluminum tariff announcements and what that could mean for crypto’s...
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Crypto - Funding Fridays
New Year Starts Strong
MONTHLY RECAP 2025 started on a strong foot, with January funding rising 5% month-over-month to $938 million from $895 million in December, while the deal...
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