Crypto Media

150 Results

Crypto Video

Jul 25, 2024

PCE and BTC Conference Could Catalyze Strength into August

In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy

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Crypto Video

Jul 23, 2024

Recent Jump in Implied Vols Suggests More Upside Expected

In today's video, we compare the current rally to the one back in May through the lens of the options market. Elevated implied vols suggest that traders are making higher conviction upside bets on BTC. https://vimeo. com/989171384/43a4fae417? share=copy

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Crypto Video

Jul 19, 2024

Discussing the Possibility of BTC as a Strategic Reserve

In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week. https://vimeo. com/987276586/a012b6880b? share=copy

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Crypto Video

Jul 16, 2024

Political Tailwinds Strengthen and Flows Improve

In today's video, we discuss the implications of this past weekend's events, the market's reaction to Gox coins moving on-chain, and the encouraging flow metrics we are observing. https://vimeo. com/985229481/20d6c4584f? share=copy

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Crypto Video

Jul 12, 2024

Germans Run Out of Coins, Gox Up Next

In today's video we continue to discuss how the market is working through the "supply overhang" issue, the downside risk posed by the Gox coins, and why we think it is important to stay allocated here. https://vimeo. com/983338232/8cc1d52845? share=copy

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Crypto Video

Jul 9, 2024

Dissecting the Recent Price Action, and Why Right Now is Probably Not the Time to Go Risk-Off

In today's video, we discuss last week's price action, examining the role that market liquidity and psychology played in the drawdown. We also discuss the remaining supply overhang risk and highlight the key events to watch for the rest of the week. https://vimeo. com/981673385/d2a9de8133? share=copy _NOTE: TODAY'S VIDEO IS A BIT LONGER THAN USUAL AS WE SPEND SOME TIME DISCUSSING THE DETAILS OF THE GERMAN, US, AND MT. GOX SUPPLY._

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Crypto Video

Jul 2, 2024

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

Jun 27, 2024

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

Jun 21, 2024

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

Jun 18, 2024

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

Jun 14, 2024

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

Jun 11, 2024

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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