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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...
Today, we discuss how the unwind of the popular BTC basis trade could act as a near-term headwind, explore why crypto now appears to have a negative correlation with bonds and explain our (admittedly low-conviction) view that altcoins might bounce soon. TICKERS IN THIS VIDEO: BTC -0.48%
In today’s video, we’ll break down the recent price action across altcoins, examine why RAY might merit reconsideration in our Core Strategy portfolio, and highlight a couple of silver linings that could signal a brighter outlook for bulls (eventually). TICKERS IN THIS VIDEO: BTC -0.48%
In today's video, we break down the factors behind SOL's recent underperformance—ranging from a murkier macro backdrop to an impending major unlock. While this pressure persists, we see it ultimately leading to a compelling opportunity. TICKERS IN THIS VIDEO: BTC -0.48%
In today's video, we cover the from this week, highlight the underwhelming flow picture, and dive into BTC's relationship with various equity benchmarks. We'll also explore why gold is outperforming BTC and the significance of the staked ETH ETFs. TICKERS IN THIS VIDEO: BTC -0.48%
