Crypto - 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%...
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Crypto - 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...
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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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