Crypto Media
191 Results
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
Presenter:
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
Presenter:
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
Presenter:
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
Presenter:
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
Presenter:
Crypto Video
A Historically Momentous Week, Increasing ETH Exposure
In today’s video, we discuss the SEC's sudden shift in stance regarding Ethereum spot ETFs, which could result in 19b-4s being approved as early as tomorrow morning. Therefore, we are increasing our Core Strategy allocation to ETH and ETH-adjacent assets. https://vimeo. com/948942753/9c6d4715db? share=copy
Presenter:
Crypto Video
CPI Opens the Liquidity Floodgates
In today’s video, we discuss encouraging flows across ETFs and stablecoins, a potential ETH ETF denial presenting a buyable low in ETH/BTC, and adding exposure to the Akash Network and memecoins. https://vimeo. com/947507908/b7f5756df6? share=copy
Presenter:
Crypto Video
Lower Rates and Broader Short Covering Could Spark Rally in Crypto Equities
In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as a catalyst for a short squeeze in crypto equities. https://vimeo. com/946293085/44d610e301? share=copy
Presenter:
Crypto Video
Setup Still Looks Promising, Investors Just Need a Little More Convincing
In today's video, we discuss subdued flows as investors wait for further confirmation on the inflation front, and bipartisan support to overturn SAB 121, a controversial crypto accounting proposal. https://vimeo. com/944667144/8125cc73db? share=copy
Presenter:
Crypto Video
Flows Slowly Returning
As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and FOMC meetings. The release of soft jobs data on Friday has increased expectations for rate cuts within this calendar year. Flows are gradually beginning to return. https://vimeo. com/943861897/2d60db497b? share=copy
Presenter:
Crypto Video
Buy In May Thesis Intact (Core Strategy Rebalance)
In today's video, we evaluate the neutral quarterly refunding announcement, the Fed tapering QT, and a dovish FOMC meeting, keeping our "Buy in May" thesis intact. https://vimeo. com/942148085/596913a039? share=copy
Presenter:
Crypto Video
Recent Weakness Could Reverse Tomorrow
In today's video, we revisit our perspective on the significant impact that the QRA and FOMC could have on the crypto market. We will also detail the key factors we are monitoring closely. https://vimeo. com/941404669/c6b405efb1? share=copy
Presenter:
