Crypto - Deep Research
Crypto - Comments
Crypto - Comments
Is Rising Net Liquidity A Tailwind for Bulls?
Today's bounce on "bad news" and rising Fed liquidity both support a bullish rebound. However, with no clear return of inflows into crypto, we still...
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Crypto - Comments
Encouraging Bounce on Bad News, But Volume and Skew Still Lag
Today's crypto bounce is promising, but we'll break down the key signals—like volume and put/call skew—that need to improve for stronger conviction in follow-through. https://vimeo....
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Crypto - Crypto Research
Seasonal Tailwinds Emerging for Crypto, But Risks Remain Tilted to the Downside
In today’s video, we examine how crypto is exiting a historically weak seasonal period, how the rate of change of credit spreads matters more than...
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Crypto - Comments
Was Saylor Behind Today's Rally?
In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been...
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