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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 -0.69%
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 -0.69%
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 -0.69%
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 -0.69%
In today's video, we explore the lack of a market reaction to new steel and aluminum tariff announcements and what that could mean for crypto’s short-term outlook. We also discuss whether the market is finally in the clear regarding tariff-driven volatility before breaking down Bloomberg’s latest ETF analysis, which suggests LTC could be the next crypto spot ETF to earn regulatory approval. TICKERS IN THIS VIDEO: BTC -0.69% ...
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 -0.69%
