Crypto Media
145 Results
Crypto Video
Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO
In today's video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and flows data that we would like to see improve. https://vimeo. com/974544257/71ab339cd1? share=copy
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Crypto Video
ETH ETFs Could See $5B in First 5 Months
In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy
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Crypto Video
Discussing the ETH ETF Setup
In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch. https://vimeo. com/968326240/4bf02833a8? share=copy
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Crypto Video
Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy #LDO, #MKR, #PENDLE, #BTC.
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Crypto Video
Discussing the Recent Market Rinse
Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics we will look for to mark a local bottom. https://vimeo. com/961667867/59f6ce53b8? share=copy
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Crypto Video
Raising Some Cash (Core Strategy Rebalance)
Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within equity markets. https://vimeo. com/958582544/1451f008c7? share=copy
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Crypto Video
Near-Term DXY Top is Still In, HPC Miners Outperform
Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and the impressive performance of the names in our AI + HPC equities basket. https://vimeo. com/956806706/595985caa4? share=copy
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Crypto Video
Miners to Benefit from HPC, Robinhood Increasing Crypto Proximity
In today's video, we discuss the intersection of bitcoin miners and high-performance computing (HPC), as well as the positive implications of Robinhood's pending acquisition of Bitstamp. As a result, we are adding additional miners and HOOD to our crypto equities basket. https://vimeo. com/954578169/d1f5e8f42f? share=copy
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Crypto Video
Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match
Today, we discuss how recent economic data is pushing the Fed Funds futures market in the right direction, the influence of rate expectations on the crypto market as observed through the Coinbase premium, the intersection of Bitcoin and AI, and why the near-term setup for COIN and STX is enticing. https://vimeo. com/953728279/bb3dc52fc6? share=copy
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Crypto Video
BTC Correlations Suggest Changing Market Dynamics and Evaluating the Macro Picture
In today's video, we discuss changing market dynamics as correlations between Bitcoin and equities rise, as well as macro factors that can potentially fuel further price appreciation. https://vimeo. com/952079296/5cf414b229? share=copy
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Crypto Video
Mt. Gox Spooks Market While Corporate Bitcoin Adoption Grows
In today's video, we discuss why we think fears about Mt. Gox tokens are overblown and Semler Scientific representing the latest corporate entity to adopt a Bitcoin treasury strategy. https://vimeo. com/951255011/473edaee00? share=copy
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Crypto Video
Some Quick Thoughts on ETH ETF, Regulation, and Updates on Recent Tactical Trade Ideas
In today's video, we discuss rising ETH open interest ahead of the ETF decision, the House of Representatives' approval of FIT21, and updates on some of our active trades. https://vimeo. com/949665673/09b12bbcdd? share=copy
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