Crypto Research
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- 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 that could unlock near-term upside and explain why we’re skeptical that Bitcoin’s recent relative strength will continue, all else being equal. https://vimeo. com/1072373451/19377c95c2? share=copy TICKERS...
- 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, we believe it’s prudent to stay patient. We’re increasing our Core Strategy allocation to USDC to 50%, keeping altcoin exposure minimal as we assess the...
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...
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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...
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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...
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- 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
Does a Lack of Credit Stress Signal BTC Resilience?
As we patiently wait for signs of a crypto market turnaround, we highlight two key bright spots—strong high-yield credit performance and an impending MSTR bid....
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Crypto - Comments
Is the US Government Bidding?
In today’s video, we dive into the latest Executive Order and its implications, explore why the conversation around SBR may not be over just yet,...
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Crypto - Funding Fridays
Spotlight on Security
MONTHLY RECAP February showed a modest increase in funding amount and deal count compared to January. Total funding rose 7% to $1 billion, and deal...
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Crypto - Comments
Positioning Ahead of the WH Crypto Summit
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the...
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