Crypto Media
185 Results
Crypto Video
A Historically Momentous Week, Increasing ETH Exposure
In today’s video, we discuss the SEC's sudden shift in stance regarding Ethereum spot ETFs, which could result in 19b-4s being approved as early as tomorrow morning. Therefore, we are increasing our Core Strategy allocation to ETH and ETH-adjacent assets. https://vimeo. com/948942753/9c6d4715db? share=copy
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Crypto Video
CPI Opens the Liquidity Floodgates
In today’s video, we discuss encouraging flows across ETFs and stablecoins, a potential ETH ETF denial presenting a buyable low in ETH/BTC, and adding exposure to the Akash Network and memecoins. https://vimeo. com/947507908/b7f5756df6? share=copy
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Crypto Video
Lower Rates and Broader Short Covering Could Spark Rally in Crypto Equities
In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as a catalyst for a short squeeze in crypto equities. https://vimeo. com/946293085/44d610e301? share=copy
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Crypto Video
Setup Still Looks Promising, Investors Just Need a Little More Convincing
In today's video, we discuss subdued flows as investors wait for further confirmation on the inflation front, and bipartisan support to overturn SAB 121, a controversial crypto accounting proposal. https://vimeo. com/944667144/8125cc73db? share=copy
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Crypto Video
Flows Slowly Returning
As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and FOMC meetings. The release of soft jobs data on Friday has increased expectations for rate cuts within this calendar year. Flows are gradually beginning to return. https://vimeo. com/943861897/2d60db497b? share=copy
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Crypto Video
Buy In May Thesis Intact (Core Strategy Rebalance)
In today's video, we evaluate the neutral quarterly refunding announcement, the Fed tapering QT, and a dovish FOMC meeting, keeping our "Buy in May" thesis intact. https://vimeo. com/942148085/596913a039? share=copy
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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. https://vimeo. com/941404669/c6b405efb1? share=copy
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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. https://vimeo. com/939383629/ed6cfe039d? share=copy
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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. https://vimeo. com/936467903/57b7ce9a43? share=copy
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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. https://vimeo. com/935641487/dc815cb18a? share=copy
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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. https://vimeo. com/933910067/27b33561e7? share=copy
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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. https://vimeo. com/932672699/3d3fd22e1f? share=copy
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