Pressing Winners (Core Strategy Rebalance)
Rates Due For a Bounce (Maybe)
As the crypto market continues to exhibit strength, and despite eradicating one of the market’s biggest unknowns in Binance just last week, it remains essential to be aware of near-term risks.
Recently, the bond market has experienced a significant rally, and there's been a notable decline in the DXY. Combined with nominal stimulus in Asia, these factors have contributed to a substantial increase in USD global liquidity.
This boost in liquidity has been a driving force behind the expanding breadth in both the crypto market and crypto equities.
Notably, crypto equit...