The Near-Term Setup for Crypto Appears Challenging, But Friday’s Developments Present a Compelling Bull Case for BTC (Core Strategy Rebalance)
Core Strategy
We will discuss changes made to our Core Strategy and Crypto Equities Portfolio at the end of today’s note.
Crypto Equities Portfolio
Wrapping Up a Consequential Week in Macro
We’re wrapping up what was a pivotal week in macro, and by extension, crypto.
At the FOMC meeting on Wednesday, Fed Chair Jay Powell struck a more hawkish tone than markets were expecting, which was immediately reflected in September rate cuts getting priced out, and a pullback in risk assets. However, he didn’t comple...Unlock this article by joining our Community!
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Earnings Daily
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DAILY
Crypto Market Update
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INTRA MONTH
Crypto First Word from Tom Lee
Hear directly from Tom Lee about important cryptocurrency developments.
WEEKLY
Crypto Technical Strategy
From Bitcoin, Ethereum and Solana to other coins, our Head of Technical Strategy highlights important price movement to help give you an edge.
WEEKLY
Crypto Strategy
A must-read summarizing our key thoughts about the crypto market, price action, and developing trends.
WEEKLY
Funding Fridays
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WEEKLY
Crypto Strategy
Keep track of bitcoin sentiment to plan your digital assets strategy.
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