Crypto Media
212 Results
Crypto Video
MKR & HNT Lead Alts, Positive Data on Mon & Tues Boosts CPI Optimism for Wed
MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game. HNT also performed well, benefiting from its "network of networks" transition and new offloading partnerships. Despite doubling in value, it may be too early to take profits. The market now turns to tomorrow’s CPI print, with Monday’s inflation expectations and Tuesday’s PPI indicating a likely continuation of disinflationary trends. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT
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Crypto Video
More Promising Data This Week Suggests Rally Into CPI, SOL and HNT Show Continued Strength
This week, the market benefited from a dovish signal from the BOJ and stronger-than-expected jobless claims data. Sentiment has shifted from recession fears to a more balanced "Goldilocks" scenario. Notable continued strength has been observed in SOL and HNT. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT
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Crypto Video
Monday Showed Some Encouraging Data, Worth Keeping Some Dry Powder on Hand for Next Couple Weeks
In today's video we discuss some encouraging data that suggests a near term bottom, the risks that remain in the market, things we are going to look for for added confidence, and how we would position portfolios in the near term. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT
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Crypto Video
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
In today's video, we discuss how yesterday's price action erased the "Trump Premium" and explore how we should consider the impact of election odds on prices moving forward.
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Crypto Video
Spot Bid Waiting for FOMC, Outflow Data Offers Support for ETHBTC Bottom
In today's video we discuss implications from Trump at BTC Conference, why we have yet to see follow through in the spot market, and review data that supports an ETHBTC bottom.
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Crypto Video
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.
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Crypto Video
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.
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Crypto Video
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.
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Crypto Video
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.
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Crypto Video
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.
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Crypto Video
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. _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
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.
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