What Drove the Defensive Shift on Crypto, and What Would Restore a Constructive View
Nov 13, 2025
Author
In today’s video, I walk through the key points from yesterday’s strategy note, including the near-term crypto market setup, the factors behind my shift toward a more risk-averse stance, and the indicators I am watching that could turn the outlook in a more positive direction.
Tickers in this video: BTC -1.25% ETH