Crypto Research
- Deep Research
- Comments
We Like Adding SOL Here (Core Strategy Rebalance)
In today's Core Strategy update, we outline our growing optimism that crypto can stage a rally in the coming weeks and highlight the favorable risk/reward setup for SOL and the broader altcoin complex. https://vimeo. com/1074832512/166e126ea6? share=copy TICKERS IN THIS VIDEO: #BTC
- 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 months and would look for a breakout or retrace to add risk to our Core Strategy. _NOTE: This video was recorded late yesterday evening._ https://vimeo....
Crypto - Comments
Crypto’s Reaction to Fake Headline + Bessent’s Entry Shifts Risk/Reward Favorably
In today’s video, we discussed how crypto’s weekend selloff brought BTC in line with equities, highlighted signs of a potential relief rally including elevated volumes...
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Crypto - Comments
BTC Outperformance Remains Encouraging, But a "Read and React" Approach Still Feels Right
In today's video, we dive deeper into BTC's notable outperformance, exploring whether factors beyond corporate treasury purchases are influencing the recent strength. https://vimeo. com/1072684384/29da754cf0? share=copy...
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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 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...
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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Crypto - Comments
High Probability of a 15%+ Move Ahead
While we remain cautious near-term, we highlight key reasons for growing optimism and outline why the crypto market is primed for a significant move in...
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