Crypto - Comments
Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Crypto Strategy
Two New Additions to the Crypto Equities Basket, Positioned for TradFi Adoption of the Next Major (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat ADDING: HYPE CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat ADDING: HYPD, SONN ADDING HYPD & SONN TO EQUITIES BASKET AS HYPE...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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Crypto - Crypto Strategy
A Tactically Defensive Posture Makes Sense Here (Core Strategy Rebalance)
MARKET SURVEY In partnership with the Medici Network, we are conducting a client survey on DATs, ETFs, and broader sentiment. Aggregated results will be shared...
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Crypto - Funding Fridays
Prediction Markets Repricing
AUGUST RECAP Although funding fell approximately 15% from July’s total, August funding remained strong, totaling $820 million across 92 deals. Year-to-date funding is significantly ahead...
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