Crypto Research
- Comments
Crypto - Comments
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
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
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...
- Comments
$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 what the reaction from altcoins reveals about the opportunities ahead in the market. https://vimeo. com/1036560333/3cad24d8a3? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Do Crypto Prices Have More Room to Run?
In today's video, we discuss the key indicators we're monitoring to determine if it's time to take risk off the table. We also discuss some...
Crypto - Crypto Strategy
Time to Be Vigilant, But Not Bearish
INDICATIONS OF FROTH Given the violent nature of the past month’s rally, we have been vigilant for signs of a local top. It would be...
Crypto - Crypto Strategy
ETH: Is it Finally Time to Rotate?
TURNING CAUTIOUSLY OPTIMISTIC There is a lot of pain in the ETHBTC chart. It peaked in December 2021 and, save for several brief rallies, has...
Crypto - Comments
Healthy Pullback, Or Trend Reversal?
In today's video, we cover:The factors driving this week's dip in crypto prices.What USD flows and the Coinbase Premium say about the current trend.The implications...