GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in our Core Strategy.
Tickers in this video: #BTC
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In today's video, we share our latest thoughts on Microstrategy's potential inclusion in the Nasdaq-100, highlight several bullish regulatory developments, and analyze what World Liberty Financial's recent purchases might mean for ETH and related assets like AAVE and LINK. TICKERS IN THIS VIDEO: BTC -0.49%
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 remain alert for signs of a local top (not a cycle top). That said, it is difficult to justify a risk-averse stance at this stage and think it is right to lean into this altcoin rally. Source: TradingView, Fundstrat Source: TradingView, Fundstrat STRONG DOLLAR +...