Crypto Media

172 Results

Crypto Video

Apr 2, 2024

Crypto Responding to Rising Rates

In today's video, we discuss the crypto's reaction to rising rate expectations and expansionary PMI, along with what the Coinbase premium is signaling. https://vimeo. com/930067270/5ff86e3633? share=copy

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Crypto Video

Mar 14, 2024

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

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Crypto Video

Mar 8, 2024

ETF Flows Continue to Impress

In today's video, we discuss the relentless demand for BTC ETFs including an underappreciated market dynamic, the upcoming Dencun upgrade, and a quick update on our Core Strategy and Active Trades. https://vimeo. com/921298860/5d1fc1afd1? share=copy

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Crypto Video

Mar 5, 2024

Bitcoin Hits All-Time High

In today's video, we discuss the implications of a new all-time high, today's volatile price action, and the recent underperformance of bitcoin miners. https://vimeo. com/919805821/ef6fba5bdd? share=copy

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Crypto Video

Feb 29, 2024

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

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Crypto Video

Feb 27, 2024

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

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Crypto Video

Feb 22, 2024

FIL Presents Compelling Upside

In today's Crypto Comments video, we discuss rising open interest in Ethereum, its recent relative strength, and a compelling trade idea for Filecoin. https://vimeo. com/915812562/bb5f6e0195? share=copy

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Crypto Video

Feb 15, 2024

Coinbase Reports Stellar Q4 Earnings

Coinbase reported earnings this afternoon after market-close. In today's Crypto Comments video, we examine the stellar report showing Coinbase beating top and bottom-line estimates, presenting an optimistic outlook for the exchange in 2024. https://vimeo. com/913527994/a640c5b846? share=copy

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Crypto Video

Feb 13, 2024

Bitcoin Shows Resilience

In today's Crypto Comments video, we discuss Bitcoin's resilience despite risk-assets turning lower following a hotter-than-expected CPI report. We also explore Stacks' relative strength and our view on Coinbase's upcoming earnings. https://vimeo. com/912760107/b1ac374b9b? share=copy

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Crypto Video

Feb 9, 2024

Miners Remain a Source of Bitcoin Beta

In today's Crypto Comments video, we discuss this week's outperformance of Bitcoin miners, examining how recent price movements reaffirm the sustained high beta relationship with bitcoin. Additionally, we explore considerations regarding mining cost profiles post-halving. https://vimeo. com/911710626/cfe0571c1f? share=copy

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Crypto Video

Feb 8, 2024

Compelling Case for Continuation

In today's Crypto Comments video, we discuss a favorable macro set-up, Bitcoin's winning streak after the Lunar New Year, catalysts for Ethereum and layer 2 networks, and flows continuing to paint a constructive picture. https://vimeo. com/911408207/d1b6af45c8? share=copy

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Crypto Video

Jan 30, 2024

Jupiter Wealth Effect

In today's Crypto Comments video, we discuss GBTC outflows slowing, an uptik in ETF net inflows, tomorrow's Jupiter airdrop ($JUP), and potential outcomes of the QRA and FOMC. https://vimeo. com/908044302/1e7ada7692? share=copy

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