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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Crypto - Comments
Waiting for Tariff Day
In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the...
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Crypto - Comments
The Cure for High Prices is High Prices
In today’s video, we break down the latest crypto selloff and explore what the widening in high-yield spreads could be signaling for the path ahead....
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Crypto - Crypto Strategy
Still Cautious Ahead of April 2nd, Elevated Odds of a Decisive Near-Term Move (±15%)
While some of the risks that prompted our cautious stance in early February have been partially mitigated, most remain—with the ongoing trade war still the...
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