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In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the April 2nd tariff announcement remains the most important near-term driver of crypto prices. We also cover Circle’s IPO plans, BlackRock’s latest Bitcoin commentary, ETHBTC hitting post-COVID lows, and option market signals pointing to an imminent move. Lastly, we preview the key macro data releases on...
In today's video, we discuss how a pair of articles and recent comments from Trump suggest the administration may be less willing to tolerate "short-term pain" than previously expected. This shift could give additional legs to the ongoing crypto rally. TICKERS IN THIS VIDEO: BTC 0.16%
In todays video we speak more to our view that the market is discounting the potential for information emerging around budget neutral strategies for the SBR to acquire BTC and discuss todays pricing of MSTR’s new perpetual preferred shares. TICKERS IN THIS VIDEO: BTC 0.16%
In today’s video, we revisit key risks flagged in February that threatened crypto prices, evaluate whether they still exist, and highlight an under-the-radar deadline for the Presidential Working Group that could reignite animal spirits. TICKERS IN THIS VIDEO: BTC 0.16%
In today's video, we break down what to expect for crypto ahead of tomorrow's FOMC press conference. We also explore the unusual divergence between stablecoin and ETF flows and examine what Strategy's latest security offering could mean for the crypto market. TICKERS IN THIS VIDEO: BTC 0.16%
In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been a key catalyst behind today's rally, our concerns about the unsettling move in high-yield credit markets, and key developments we're monitoring closely for the remainder of this week. TICKERS IN THIS VIDEO: BTC 0.16%
