Crypto - Crypto Strategy
Thu, December 12, 2024 | 6:24PM ET

The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects

CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...

Crypto - Comments
Wed, December 11, 2024 | 7:10PM ET

Time to Get Back into MSTR

In today's video, we discuss the post-CPI reaction in crypto and why the next couple of weeks could be explosive for MSTR. https://vimeo. com/1038388783/dded57bb7f? share=copy...

Crypto - Comments
Tue, December 10, 2024 | 8:21PM ET

RAY and AAVE Stand Out Amid Recovery

We discuss today's price action and highlight assets that demonstrated the strongest recoveries following yesterday's forced selling. https://vimeo. com/1038027486/c6691cb1e7? share=copy TICKERS IN THIS VIDEO: #BTC...

Crypto - Comments
Fri, December 6, 2024 | 8:41PM ET

What to Make of ETH's Outperformance

In today's video video we discuss the major implications from today's employment data, and some changes to the Core Strategy Portfolio. https://vimeo. com/1036922239/249e1acd0f? share=copy TICKERS...

Crypto - Crypto Strategy
Fri, December 6, 2024 | 7:43PM ET

Adding ETH Beta (Core Strategy Rebalance)

Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through...

Crypto - Funding Fridays
Fri, December 6, 2024 | 3:19PM ET

Big Week for CeFi

WEEKLY RECAP Crypto funding rose 60% week-over-week from $145 million to $232 million, while total deal count decreased 7% from 29 to 27. CeFi was...

Crypto - Comments
Thu, December 5, 2024 | 7:26PM ET

$100k Level Breached, What's Next?

In today's video, we take a (very brief) victory lap after hitting $100k, then dive into why we're buyers of today's sell-off. We also explore...