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Crypto - Crypto Strategy
Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto
Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk...
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Crypto - Comments
What Does TRUMP Mean for Crypto?
In today’s video, we explore a key takeaway from President Trump’s tariffs, the implications of his eponymous memecoin launch, and the signals to watch for...
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Crypto - Comments
Coins Look Strong (Core Strategy Rebalance)
In today's video, we examine key metrics such as the Coinbase premium, implied volatility, and spot volumes, all signaling a growing bullish outlook for BTC....
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Crypto - Comments
Upside Headline Risk in the Coming Days, SOL Remains a No-Brainer for This Year
In today’s video, we review the indicators pointing to a rosier near-term outlook for crypto, discuss Multicoin’s proposal to reduce Solana inflation and explore the...
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Crypto - Comments
Market Shows Its Hand on Tariffs Again, CPI Likely a Critical Catalyst for Crypto (Core Strategy Rebalance)
In today’s video, we discuss a recent Bloomberg article that offers further evidence that its trade policy that continues to prop up the DXY and...
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