Crypto Research
- Crypto Research
- 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% long and increasing our relative altcoin weighting). That said, given the explosive nature of today’s move and the firm resistance BTC is testing, we think...
- 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 a weakening yuan could still be a tailwind for crypto. https://vimeo. com/1073777021/6f30493647? share=copy TICKERS IN THIS VIDEO: #BTC
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...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
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,...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
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...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
- Comments
Crypto - Comments
The Public Company BTC Sink Grows
In today's video, we cover the latest public company to add BTC to its balance sheet, explore what's driving the ongoing rise in stablecoin market...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
Crypto - Comments
Shift in Admin Tone Could Boost Crypto Rally
In today's video, we discuss how a pair of articles and recent comments from Trump suggest the administration may be less willing to tolerate "short-term...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
Crypto - Comments
Remaining Defensive but Information from PWG and MSTR Reloading Could Provide Boost
In todays video we speak more to our view that the market is discounting the potential for information emerging around budget neutral strategies for the SBR to...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )
Crypto - Crypto Strategy
We Still Like Playing Defense, But Details on Budget-Neutral Strategies Could Give Prices A Boost
While some of the risks prompting our cautious stance in early February have been partially mitigated, most still persist—with the ongoing trade war being most...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e436cb-242314-2801cf-60cc10-cd666c
Visitor: e436cb-242314-2801cf-60cc10-cd666c Array ( [cookie] => e436cb-242314-2801cf-60cc10-cd666c [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.118.216.5 )