Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"

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STRATEGY: Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"For the past 45 days, we think the singular factor impacting financial markets, in my opinion, has been the course of the Delta COVID-19 variant. The transmissibility and potential ability to evade existing vac...

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