Crypto - Comments
Market Shows Its Hand on Tariffs Again, CPI Likely a Critical Catalyst for Crypto (Core Strategy Rebalance)
In today’s video, we discuss a recent Bloomberg article that offers further evidence that its trade policy that continues to prop up the DXY and...
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Crypto - Comments
Why the DOJ Isn’t Market-Selling $6.5B in BTC, and Why Many Are Underestimating the Probability of Pro-Crypto Actions in the First 100 Days
In today’s video, we discuss last night’s news about the DOJ securing approval to sell $6.5B in BTC and explore why the odds favor positive...
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Crypto - Comments
Tariffs Take a Bite Out of Crypto
In today’s video, we highlight a major DeFi milestone and explore how the latest Services PMI data could impact crypto—tying it back to our ‘But...
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Crypto - Comments
Coinbase Premium Returns and Flows Turn Positive, as Crypto Rallies on Tariff News
In today’s video, we discuss the market’s reaction to tariff-related rumors, how it impacts crypto, and why we’re feeling more optimistic about this rally’s sustainability....
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Crypto - Comments
Today's PMI Good for Crypto, Memes + Ethena + ETH Outperform
In today's video, we explore the implications of the latest PMI data for crypto, highlight the standout assets/sectors in the first three trading days of...
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Crypto - Comments
Is Crypto Lagging Equities or Signaling a Turnaround?
In today's video, we analyze the disconnect between equities and crypto, exploring whether BTC's recent performance is signaling a broader market bottom or merely lagging...
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