The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects

Core Strategy

Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we remain alert for signs of a local top (not a cycle top). That said, it is difficult to justify a risk-averse stance at this stage and think it is right to lean into this altcoin rally.

Strong Dollar + UST Supply Drove Today’s Weakness

The crypto market’s...

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