SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus
Sep 2, 2025
Discussed in today’s video:
- Gold’s breakout to all-time highs reinforces our constructive crypto view, as gold strength has historically preceded BTC rallies
- MSTR inclusion in the S&P 500 remains a 50/50 call but would (obviously) be a material catalyst for both MSTR and BTC if it occurs. Rebalance announcement date is Friday 9/5.
- The launch of Solana-focused DATs is creating a distinct tailwind, making SOL one of the more attractive tactical opportunities in the current environment
- Market Survey: In partnership with the Medici Network, we are conducting a client survey on DATs, ETFs, and broader sentiment. Aggregated results will be shared with clients. The survey takes ~5 minutes, and broader participation will make the insights more valuable. Thank you in advance for your participation. CLICK HERE TO COMPLETE THE SURVEY.
Tickers in this video: BTC -0.40% MSTR 0.91% SOL