Crypto Research
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In today's video we discuss how Bitcoin’s persistent Coinbase premium signaled strong U.S. spot demand during a Powell‑triggered stock selloff, how gold’s record run might be seeping into crypto, and why Janover’s fresh capital is a tailwind for SOL. TICKERS IN THIS VIDEO: BTC -2.97%
Last week, we wrote that the administration’s response to bond market volatility implied a critical shift in ongoing trade negotiations. While this does not eliminate the economic risks that remain, as investment and hiring decisions are effectively frozen, it does clarify two important points: (1) the administration appears more focused on shifting trade away from China rather than overhauling global trade entirely, and (2) it is aware of market volatility...
In today’s video, we discuss how, while we are not completely “out of the woods,” today’s development sets up crypto success over the next 1-2 months and would look for a breakout or retrace to add risk to our Core Strategy. _NOTE: This video was recorded late yesterday evening._ TICKERS IN THIS VIDEO: BTC -2.97%
CORE STRATEGY Given today’s developments, we believe it will be appropriate to increase exposure in our Core Strategy (total long position from 50% to 75% long and increasing our relative altcoin weighting). That said, given the explosive nature of today’s move and the firm resistance BTC is testing, we think it is prudent to wait for either a retrace or a confirmed breakout before executing. Source: TradingView, Fundstrat BOND MARKET...
In today’s video, we discussed how crypto’s weekend selloff brought BTC in line with equities, highlighted signs of a potential relief rally including elevated volumes and market sensitivity to trade headlines, and explored why Treasury Secretary Bessent’s involvement in trade talks may boost market confidence. TICKERS IN THIS VIDEO: BTC -2.97%