Crypto Media
163 Results
Crypto Video
Animal Spirits Return to DOGE
In today's video, we chat about the Coinbase premium, what the return of animal spirits could mean for DOGE, what funding rates suggest about current market froth, and a potentially overlooked detail about Coinbase's balance sheet.
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Crypto Video
FIL Presents Compelling Upside
In today's Crypto Comments video, we discuss rising open interest in Ethereum, its recent relative strength, and a compelling trade idea for Filecoin.
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Crypto Video
Coinbase Reports Stellar Q4 Earnings
Coinbase reported earnings this afternoon after market-close. In today's Crypto Comments video, we examine the stellar report showing Coinbase beating top and bottom-line estimates, presenting an optimistic outlook for the exchange in 2024.
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Crypto Video
Bitcoin Shows Resilience
In today's Crypto Comments video, we discuss Bitcoin's resilience despite risk-assets turning lower following a hotter-than-expected CPI report. We also explore Stacks' relative strength and our view on Coinbase's upcoming earnings.
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Crypto Video
Miners Remain a Source of Bitcoin Beta
In today's Crypto Comments video, we discuss this week's outperformance of Bitcoin miners, examining how recent price movements reaffirm the sustained high beta relationship with bitcoin. Additionally, we explore considerations regarding mining cost profiles post-halving.
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Crypto Video
Compelling Case for Continuation
In today's Crypto Comments video, we discuss a favorable macro set-up, Bitcoin's winning streak after the Lunar New Year, catalysts for Ethereum and layer 2 networks, and flows continuing to paint a constructive picture.
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Crypto Video
Jupiter Wealth Effect
In today's Crypto Comments video, we discuss GBTC outflows slowing, an uptik in ETF net inflows, tomorrow's Jupiter airdrop ($JUP), and potential outcomes of the QRA and FOMC.
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Crypto Video
The Gameplan
In today's Crypto Comments video, we discuss reasons to be optimistic about GBTC outflows, the QRA potentially serving as a bullish catalyst, and the upcoming Jupiter airdrop being a positive near-term tailwind for Solana. Click HERE for our full strategy note.
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Crypto Video
ETF Flows & Macro Headwinds
In today's Crypto Comments video, we discuss Bitcoin ETF flows, GBTC selling, macro headwinds, and the potential impacts of upcoming U.S Treasury refunding and FOMC announcements.
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Crypto Video
The Fastest Horse
In this week's Crypto Comments video, we discuss our 2024 outlook anticipating an accelerating crypto cycle with new all-time highs for the majors, potential short-term market challenges, and strong year-end performance for crypto equities in relation to Bitcoin. Click HERE for our full Crypto Strategy note.
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Crypto Video
ETF Launch Day
Today's Crypto Comments video discusses the first-day volume for the spot Bitcoin ETF ($BTC), capital rotations into $ETH, the timeline for a potential Ethereum ETF, and continued stablecoin flows.
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Crypto Video
Final Thoughts on ETF Before (Actual) Approval
In today's Crypto Comments video, we discuss the final steps in the ongoing Bitcoin ETF process, the possibility of trading beginning this week, and the market implications going forward. Please note that today's video was recorded prior to the SEC's tweet falsely announcing the approval of all ETF applications.
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