Crypto Media
163 Results
Crypto Video
Launch Sequence (Core Strategy Rebalance)
In this week’s Crypto Comments video, we discuss the imminent spot Bitcoin ETF decisions and what to expect once the dust settles. Click HERE for our full Crypto Strategy note.
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Crypto Video
Imminent ETF Approval Triggers a Bullish Wave in Bitcoin Futures
In today's Crypto Comments video, we discuss the drivers behind Bitcoin's bullish price action to start the year, elevated leverage conditions, recent layer-2 token outperformance, and Coinbase's recent sell-off.
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Crypto Video
Animal Spirits to Persist Through New Year
In this week's Crypto Comments video, we discuss positive flows data, the influx of capital into Base, and the strong performance of Stacks and Solana, presenting an optimistic picture going into 2024. Click HERE our full Crypto Strategy note.
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Crypto Video
CRYPTO COMMENTS: The Fed Rug-pulls Bears
In this week's Crypto Comments video, we discuss the liquidation-driven sell-off to start the week, tailwinds for mining stocks, and the improving macro picture with the Fed pause and declining dollar. Click HERE for our full Crypto Strategy note.
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Crypto Video
Moon Mission
In this week's Crypto Comments video, we discuss a few reasons why we believe the market is far from overheated, an update on our STX recommendation, and a new tactical trade idea. Click HERE for our full Crypto Strategy note.
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Crypto Video
CRYPTO COMMENTS: Pressing Winners (Core Strategy Rebalance)
In this week's Crypto Comments video, we discuss developments in spot BTC ETF applications, FTX's recent case motion to sell trust assets, declining staking yields on Ethereum, and a new addition to our Core Strategy. Click HERE for our full Crypto Strategy note.
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Crypto Video
Respecting the Pump
In this week's Crypto Comments video, we discuss recent U.S Treasury actions surprising the bond market, continuing bullish capital flows, and the reasons we believe on-chain activity could see a resurgence in the near term. Click HERE for our full Crypto Strategy note.
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Crypto Video
Flight to Quality
Today's video discusses the significant rally in Grayscale's Trust products, $GBTC, $EHTE, and spot $BTC, fueled by the SEC's decision not to appeal the Grayscale case. We note an increase in the aggregate market capitalization of the top 10 stablecoins and the third consecutive week of inflows into digital asset ETPs, which suggest that flows into the crypto economy might be improving. Finally, we dive into the factors affecting the performance of some of the assets in our Core Strategy, with $SOL soaring 25% since being re-added at the end of September and $ETH lagging due to subdued on-chain activity. For our latest Crypto Strategy note click here.
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Crypto Video
An Appealing Case for a Rally
Today’s video discusses a mounting set of bullish indicators such as the possibility of near-term clarity on spot Bitcoin ETF approvals, a potential local peak in interest rates, and improving liquidity conditions, presenting an appealing case for a crypto rally. For our latest Crypto Strategy note click Here.
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Crypto Video
The Great Decoupling
Today’s video discusses Bitcoin's recent outperformance compared to traditional equities amid recent macro turmoil, with correlations suggesting a complete decoupling from key macro indicators. We also present two altcoins potentially set to capitalize on emerging trends in RWA and SocialFi. For our latest Crypto Strategy note click here.
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Crypto Video
Remaining Tactically Cautious
Today’s video discusses macro and seasonal headwinds, including how the Fed's recent dot plot may impact crypto. We also dove into what may be causing crypto's outperformance during Asian trading hours. For our latest Crypto Strategy note click here.
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Crypto Video
Respecting The Seasonality
Today’s video discusses seasonal headwinds, market outflows, and declining market liquidity, explaining why we are showing some tactical caution while remaining optimistic in the intermediate term. For our latest Crypto Strategy note click here.
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