Crypto Media
208 Results
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.
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Crypto Video
Buyers On Strike, But Leaning Bullish into Next Week
In today's video, we discuss the lack of clear market direction and how next week's QRA could provide the next positive catalyst.
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Crypto Video
Uncertainty Still Looming
In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May.
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Crypto Video
Favoring Bitcoin in the Near-Term
In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets.
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Crypto Video
Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)
In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east.
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Crypto Video
Opportune Time for Bitcoin Miners
In today's video, we discuss why now is a good time to consider adding miners, and a couple of ETH catalysts to look for on the horizon.
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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.
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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.
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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.
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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.
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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.
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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.
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