Crypto Media
126 Results
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Crypto Video
Favoring Bitcoin in the Near-Term
In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy
Crypto Video
Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)
In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy
Crypto Video
Crypto Video
Bitcoin Resilience in the Face of Geopolitical Tension
In today's video, we discuss the Coinbase premium in further detail, updates on flows into ETFs and stablecoins, and the divergence between Bitcoin and equities amid rising geopolitical tensions. https://vimeo. com/930872109/28a6768aa7? share=copy
Crypto Video
Crypto Video
Adding New Flavor of ETH-beta to our Core Strategy
In today's video, we discuss the upcoming tax season's implications on domestic liquidity conditions, a reduced probability of the spot ETH ETF being approved in May, and revisions to our Core Strategy allocations. https://vimeo. com/923559489/bc20fecb4d? share=copy
Crypto Video
Crypto Video
Crypto Video
Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)
In today's video, we discuss the acceleration of Bitcoin ETF flows, leading us to believe there is more near-term upside, the investment thesis for the Helium Network, and how the Coinbase outage is an encouraging sign for retail activity returning. https://vimeo. com/918165913/aa34b30b3d? share=copy
Crypto Video
Animal Spirits Return to DOGE
In today's video, we chat about the Coinbase premium, what the return of animal spirits could mean for DOGE, what funding rates suggest about current market froth, and a potentially overlooked detail about Coinbase's balance sheet. https://vimeo. com/917322732/6f734173c8? share=copy