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Crypto - Comments
SOL Weakness Ahead of Unlock Should Lead to Opportunity
In today's video, we break down the factors behind SOL's recent underperformance—ranging from a murkier macro backdrop to an impending major unlock. While this pressure...
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Crypto - Comments
BTC Tracking Small Cap Underperformance
In today's video, we cover the from this week, highlight the underwhelming flow picture, and dive into BTC's relationship with various equity benchmarks. We'll...
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Crypto - Comments
CME Basis Back to Pre-Election Levels
In today's video, we analyze key charts highlighting weak flows and a lack of bullish conviction from traders and investors. We discuss why the coming...
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Crypto - Comments
Crypto's Rebound Following Tariff Announcements is Encouraging
In today's video, we explore the lack of a market reaction to new steel and aluminum tariff announcements and what that could mean for crypto’s...
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Crypto - Comments
Buyback Trend to Accelerate
In today's video, we explore a key emerging trend in crypto: the acceleration of token buybacks. We break down the factors driving this shift and...
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Crypto - Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore...
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