Buying Tariff Weakness While We Await Concrete Information, HPC Miners Boosted by SoftBank
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss the recent SoftBank deal that has provided a lift to HPC miners and examine the accelerating SBR initiative at the state level.
Tickers in this video: BTC 0.19%
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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...
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