Buy the DeepSeek Dip
In today’s video, we do our best “AI Expert” impression, explore how increased model efficiency impacts BTC miners, dive into the intersection of crypto and AI, and explain why we believe this dip is worth buying.
Tickers in this video: BTC 0.03%
Reports you may have missed
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the risks we highlighted in early February that could impact crypto prices and update our stance on whether these concerns still apply. Next, we’ll take a brief look at potential outcomes for the WH Crypto Summit and review some changes in our Core Strategy. While we...
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient. However, the near-term (2–4 weeks) setup is starting to look compelling for a tactical rally as sentiment is miserable, liquidity conditions are improving on the margin, a lot of risk has already been priced in, and we’ve seen serious capitulation and deleveraging. All eyes will...
Articles Read 1/2
Enjoyed the read? Subscribe now for unlimited access!
Get invaluable analysis of the market and stocks. Cancel at any time.
Already have an account? Sign In 4af5a3-30f883-c09614-0e9d64-5f275e
Already have an account? Sign In 4af5a3-30f883-c09614-0e9d64-5f275e