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Crypto Research

1,756 Results

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In today's video, we discuss the post-CPI reaction in crypto and why the next couple of weeks could be explosive for MSTR. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
The importance of 8K and 10K for BTC – Key levels for ETH and ADA

We discuss today's price action and highlight assets that demonstrated the strongest recoveries following yesterday's forced selling. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20

In today's video, we break down the causes of the $1.5B in crypto market liquidations and explain why we're buying this dip.

Launchpresso H5iazR WljU Unsplash

In today's video video we discuss the major implications from today's employment data, and some changes to the Core Strategy Portfolio. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
The importance of 8K and 10K for BTC – Key levels for ETH and ADA

Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through today. Yields continued their downward trajectory, and Fed funds futures also declined, reflecting the market's adherence to the Fed's dovish messaging. Yields Falling: Source: TradingView Fed Funds Futures Showing More Cuts: Source: TradingView Oil prices nearing YTD lows likely assisted in alleviating near-term concerns about...

AVAX 9.72% BNB 2.69% BONK 1.32% BTC 1.10% CORE N/A% ETH 4.12% HNT 0.16% JTO -0.94% MKR 12.32% OP 12.96% RAY -0.58% SOL 1.03% STX -3.47% XRP -1.73% BITW +5.22% BTBT +0.89% CLSK +1.09% COIN +1.07% CORZ HIVE +0.25% HOOD +0.98% HUT +7.98% IREN MARA +1.12% MSTR -1.62% RIOT +5.2% SMLR +6.38% WULF
Big Week for CeFi

WEEKLY RECAP Crypto funding rose 60% week-over-week from $145 million to $232 million, while total deal count decreased 7% from 29 to 27. CeFi was the leading funding category, totaling $145 million across three deals and comprising 63% of all funding. The total was bolstered by Public’s $130 Series D round, representing only the second Series D round in 2024. Although CeFi has been a laggard category all year, three...

Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20

In today's video, we take a (very brief) victory lap after hitting $100k, then dive into why we're buyers of today's sell-off. We also explore what the reaction from altcoins reveals about the opportunities ahead in the market. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
Launchpresso H5iazR WljU Unsplash

In today's video, we discuss the key indicators we're monitoring to determine if it's time to take risk off the table. We also discuss some of the altcoins featured in our Core Strategy. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
Bitcoin Coins With Global Trading Exchange Market Price Chart In The Background

INDICATIONS OF FROTH Given the violent nature of the past month’s rally, we have been vigilant for signs of a local top. It would be disingenuous to claim that some qualitative "top signals" are not flashing right now. XRP—which we noted as a possible election trade back in October—with only 1–2k daily active addresses (vs ETH's over 400k, source: Artemis), is ripping toward new highs while influencers take to TikTok...

AVAX 9.72% BNB 2.69% BONK 1.32% BTC 1.10% CORE N/A% ETH 4.12% HNT 0.16% JTO -0.94% MKR 12.32% RAY -0.58% SOL 1.03% STX -3.47% XRP -1.73% BITW +5.22% BTBT +0.89% CLSK +1.09% COIN +1.07% CORZ HIVE +0.25% HOOD +0.98% HUT +7.98% IREN MARA +1.12% MSTR -1.62% RIOT +5.2% SMLR +6.38% WULF
Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20

TURNING CAUTIOUSLY OPTIMISTIC There is a lot of pain in the ETHBTC chart. It peaked in December 2021 and, save for several brief rallies, has been on a downwards slope ever since. It peaked at just under 0.09 and currently trades around 0.038. Source: TradingView Fortunately, we have anchored most of our attention on BTC and SOL this cycle, as BTC has continued to lead the market in a generally...

AVAX 9.72% BNB 2.69% BONK 1.32% BTC 1.10% CORE N/A% ETH 4.12% HNT 0.16% JTO -0.94% MKR 12.32% RAY -0.58% SOL 1.03% STX -3.47% XRP -1.73% BITW +5.22% BTBT +0.89% CLSK +1.09% COIN +1.07% CORZ HIVE +0.25% HOOD +0.98% HUT +7.98% IREN MARA +1.12% MSTR -1.62% RIOT +5.2% SMLR +6.38% WULF
Increasing Outlook: Sentiment & FY 2020 Forecast Support a “Non-Speculative” Bitcoin Price of $16,500 20

In today's video, we cover:The factors driving this week's dip in crypto prices.What USD flows and the Coinbase Premium say about the current trend.The implications of falling yields for miners. TICKERS IN THIS VIDEO: BTC 1.10%

BTC 1.10%
Bitcoin Coins With Global Trading Exchange Market Price Chart In The Background

BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy conditions from November 12th through yesterday, BTC has appeared indifferent to fluctuations in risk appetite, continuing its upward momentum and approaching the $100K milestone. A chart of BTC correlations highlights this decoupling, with sharp declines in its correlation to the QQQ, SPX, and IWM. The...

AVAX 9.72% BNB 2.69% BONK 1.32% BTC 1.10% CORE N/A% ETH 4.12% HNT 0.16% JTO -0.94% MKR 12.32% RAY -0.58% SOL 1.03% STX -3.47% XRP -1.73% BITW +5.22% BTBT +0.89% CLSK +1.09% COIN +1.07% CORZ HIVE +0.25% HOOD +0.98% HUT +7.98% IREN MARA +1.12% MSTR -1.62% RIOT +5.2% SMLR +6.38% WULF
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