Crypto - Crypto Strategy
Tactical Window Narrows, Preserving Dry Powder (Portfolio Rebalance)
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat _Note: Changes to both portfolios are discussed at the end of this note._ THE BREAKDOWN Entering January, my...
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Crypto - Crypto Strategy
BitGo: A Cycle-Tested Crypto Infrastructure Platform with a Compelling Growth Story
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat EXECUTIVE SUMMARYBitGo is a cycle-tested institutional crypto infrastructure platform, founded in 2013, with a custody-first, full-stack offering spanning...
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Crypto - Crypto Strategy
Tactical Window Narrowing, Temporary Relief Valves Emerge
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat THE BREAKDOWN Entering January, my view on crypto was still measured from a cyclical perspective, but tactically constructive....
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Crypto - Comments
Tactical Opportunity Narrowing
DISCUSSED IN TODAY'S VIDEO:SPOT BUYING NOT TRANSLATING INTO PRICE STRENGTH: Strategy acquired approximately $3.4B OF BTC over the past two weeks, yet Bitcoin failed to sustain momentum above ~$95K,...
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Crypto - Comments
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Crypto - Comments
Legislative Friction Weighs on Prices, Tactical Setup Remains Constructive
DISCUSSED IN TODAY'S VIDEO:CLARITY ACT MOMENTUM SLOWED: Senate Banking Committee markup was delayed, pushing timelines out and reducing near-term confidence, even though longer-term passage remains more...
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Crypto - Comments
This Rally Likely Has Further Upside From Here
DISCUSSED IN TODAY'S VIDEO:BTC BREAKS $94K: Today’s move was catalyzed by a cooler-than-expected CPI print, reinforced by strong spot demand, and amplified by a short squeeze...
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Crypto - Comments
Could CPI Push BTC Above $94k?
DISCUSSED IN TODAY'S VIDEO:THE BAD: Large incremental BTC demand failed to move price, with Strategy’s $1.2bn purchase largely absorbed near ~$92k, signaling persistent overhead supply and...
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Crypto - Comments
Tactical Setup Remains Intact as the White House Engages in Quasi-QE and a Supreme Court Decision Nears
DISCUSSED IN TODAY'S VIDEO:The administration’s directive for Fannie Mae and Freddie Mac to purchase $200B of MBS reinforces a highly stimulative policy stance, functionally resembling...
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Crypto - Comments
MSCI Relief Offsets Miner Selling as Tariffs Loom
DISCUSSED IN TODAY'S VIDEO:MSCI REMOVES A MAJOR DAT TAIL RISK by keeping Digital Asset Treasury Companies in its indices and avoiding up to ~$3bn in potential...
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