Crypto Research
- Comments
- Crypto Research
Picking Our Spots (Core Strategy Rebalance)
Last week, we wrote that the administration’s response to bond market volatility implied a critical shift in ongoing trade negotiations. While this does not eliminate the economic risks that remain, as investment and hiring decisions are effectively frozen, it does clarify two important points: (1) the administration appears more focused...
- Comments
Crypto - Comments
Bond Market Breaks, Bitcoin Benefits
In today’s video, we discuss how, while we are not completely “out of the woods,” today’s development sets up crypto success over the next 1-2...
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Crypto - Crypto Strategy
Bond Market Breaks, Bitcoin Benefits
CORE STRATEGY Given today’s developments, we believe it will be appropriate to increase exposure in our Core Strategy (total long position from 50% to 75%...
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Crypto - Comments
Is A Yuan Devaluation a Tailwind for Crypto?
In today's video we discuss why Bitcoin sniffed out tariff risks before equities, what the bond market is telling us about systemic stress, and whether...
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- Deep Research
Crypto - Funding Fridays
Crypto Hardware Has Room for Improvement
MARCH RECAP March showed declines in private funding activity and represented the lowest monthly total for the first quarter. Total funding fell 16% from February’s...
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Crypto - Comments
Why Is Bitcoin Showing So Much Relative Strength?
In today’s video, we break down both short-term (bearish) and long-term (very bullish) views on crypto following yesterday’s tariff announcements. We highlight the key developments...
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Crypto - Crypto Strategy
Crypto in a Tough Spot Until Someone Blinks (Core Strategy Rebalance)
Despite improving liquidity conditions and favorable seasonality offering reasons for optimism, the ongoing trade war remains the dominant driver of crypto’s next move. As such,...
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Crypto - Comments
Crypto Shakes Off Stagflationary PMI Print
In today’s video, we break down why the latest PMI print could be bearish for crypto, why the market’s ability to shake it off is...
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