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In today’s update, we break down ETH’s breakout above its 200-day moving average, renewed momentum in DeFi tokens following supportive SEC commentary, and fresh signs of progress on Solana ETF approval. We also highlight macro drivers to watch, including tomorrow’s CPI print and evolving trade policy dynamics. TICKERS IN THIS VIDEO: BTC -2.68%
Crypto lagged a roaring equity market again, with BTC testing its May 18th weekly close. ETH’s relative strength persisted, while a $4 billion Pump Fun token sale and fresh corporate-treasury strategies may siphon some liquidity from alts in the near term. TICKERS IN THIS VIDEO: BTC -2.68%
Manufacturing continues to cool amid tariff uncertainty, the BOJ hints at pausing bond-purchase cuts, and crypto flows diverge with steady ETH ETF inflows. We unpack the macro backdrop, muted spot volumes, and record DEX activity on BNB Chain to gauge what it all means for positioning right now. TICKERS IN THIS VIDEO: BTC -2.68%
In today’s update, we break down crypto’s underperformance relative to equities, highlighting a key correlation rollover that has historically signaled major market turning points. While it’s too early to turn outright bearish, the setup warrants close attention. We also cover the latest legal developments in the U.S. trade war, implications for macro positioning, and why Ethereum remains a relative bright spot despite Bitcoin’s recent weakness. TICKERS IN...
Markets rebounded over the weekend after Trump signaled progress on EU trade talks, helping crypto regain its footing. In today’s update, we break down the sovereign bond rally sparked by Japan’s issuance shift, highlight a new corporate Bitcoin buyer, and explore why ETH may be setting up for further outperformance. We also dive into why crypto underperformed equities during the U.S. session. Plus, a look at Bitcoin’s latest golden cross...
Unlike in Q1/early Q2, today’s trade news doesn’t yet warrant a more cautious stance. Trump’s surprise call for 50% EU tariffs briefly pressured crypto, but risk gauges remained calm, and Bitcoin held up relatively well. Strength in high-yield credit, a steady VIX, a firm SOL/BTC ratio, and a fresh Bitcoin golden cross all suggest bulls are still in control. With deficits back in focus and gold rallying, the macro backdrop...
Bitcoin keeps climbing as ETF inflows stay strong, the Coinbase premium holds, and CME basis widens. A single whale on Hyperliquid is riding a 40× long worth $830 million with a $100k liquidation line, a pocket of high leverage in an otherwise tame market. With spot ETF allocations growing and the Genius stablecoin bill moving toward a full Senate vote after the Memorial Day recess, the backdrop remains bullish. https://vimeo....
Bitcoin just logged a stealth all-time high weekly close, and ETH is showing signs of relative strength. In this video, we explore the growing “buy-the-dip” mentality, Abraxas Capital’s ETH accumulation, and what low funding rates and volatilities say about market positioning. We also break down the renewed optimism around the Senate’s stablecoin bill and why it could unlock broader crypto legislation. TICKERS IN THIS VIDEO: BTC -2.68%