Crypto Research
- Comments
- Comments
- Comments
Coinbase Premium Returns and Flows Turn Positive, as Crypto Rallies on Tariff News
In today’s video, we discuss the market’s reaction to tariff-related rumors, how it impacts crypto, and why we’re feeling more optimistic about this rally’s sustainability. https://vimeo. com/1044515040/9a8f14bb03? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Today's PMI Good for Crypto, Memes + Ethena + ETH Outperform
In today's video, we explore the implications of the latest PMI data for crypto, highlight the standout assets/sectors in the first three trading days of...
Crypto - Comments
Is Crypto Lagging Equities or Signaling a Turnaround?
In today's video, we analyze the disconnect between equities and crypto, exploring whether BTC's recent performance is signaling a broader market bottom or merely lagging...
Crypto - Comments
HYPE Profits Flow to Solana, Sui, and Base
In today’s video, we break down why we believe profits from the HYPE airdrop are moving into Solana, Sui, and Base. We’ll also explain why...
- Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However, until bonds find a bottom and the USD peaks, it’s prudent for more tactically-minded crypto investors to remain nimble and ready to capitalize on opportunities...
Crypto - Funding Fridays
Muted Funding During the Holidays
WEEKLY RECAP As expected, funding totals during the holidays were comparatively low. Both total funding and deal count fell by approximately 70%. There were 11...
Crypto - Comments
Did Congress Provide a Q1 Catalyst for Crypto?
In today's video, we unpack the implications of the stopgap funding bill passed by Congress on Friday and explore from today's altcoin price action....
Crypto - Comments
PCE and Dovish Fed Remarks Give Crypto A Much-Needed Spark
In today’s video, we outline our broader market perspective and discuss how today's PCE data, combined with surprisingly dovish Fed commentary, helped boost crypto prices,...
Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...