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. ...
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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 - 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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