Crypto Media
145 Results
Crypto Video
Bitcoin Resilience in the Face of Geopolitical Tension
In today's video, we discuss the Coinbase premium in further detail, updates on flows into ETFs and stablecoins, and the divergence between Bitcoin and equities amid rising geopolitical tensions. https://vimeo. com/930872109/28a6768aa7? share=copy
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Crypto Video
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
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
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
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
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
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
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
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
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
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
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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