Asset Appearances
Crypto - Crypto Strategy
Bank Run (Core Strategy Rebalance)
MOST SIGNIFICANT BANKING FAILURE SINCE THE GFC Our clients know the rationale behind our bullish perspective on crypto this year. Consumer prices are broadly trending...
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Crypto - Crypto Strategy
Waiting for Yields to Steady, “Digital Silver” Looks like A Good Trade
ANOTHER RINSE Last week, we talked about the futures market getting ahead of its skis, trading with increased leverage despite a continued lack of follow-through...
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Crypto - Crypto Strategy
Holding the Line
BULLS OUT OVER THEIR SKIS IN THE SHORT TERM This was obviously a disappointing week for the bulls. We have yet to see the rollover...
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Crypto - Crypto Strategy
Don’t Fight Changes in Global Liquidity Conditions (Core Strategy Rebalance)
REGULATORY THREATS MORE BARK THAN BITE (TO ASSET PRICES) Last week we discussed that more regulatory actions would be coming – and they certainly were. On...
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Crypto - Crypto Strategy
Hitting the Debt Ceiling and the Buy Button
BACK TO LIFE If you were 100% deployed on January 1st and decided to lock in your returns for the year, frankly, we wouldn’t blame...
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Crypto - Crypto Strategy
The Rollercoaster Ride Continues
WEEKLY RECAP The global crypto market continues to exhibit a range-bound choppiness, waxing and waning on the latest headlines. We saw ETH and BTC start...
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Crypto - Market Update
Grayscale Prepares for Bitcoin Mini Trust, SEC Amends Binance Complaint
CRYPTO MARKET UPDATE U.S. EQUITY INDICES ARE MOVING LOWER, WITH THE SPY -0.48% TRADING AT $540.95 AND THE QQQ -0.35% SHOWING MORE PRONOUNCED LOSSES, TRADING AT $457.75....
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Crypto - Concepts
Appchains
WHAT IS AN APPCHAIN? Appchains, short for application-specific blockchains, are built to run one specific application or use case. They differ from general-purpose L1/L2 infrastructure...
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Crypto - Market Update
Arbitrum Backtracks on Governance Proposal and Bittrex winds down U.S. Operations
After a choppy weekend, BTC and ETH are flat on the day, down 0.68% and up 0.06%, respectively. SPX is down 0.02% at the time...
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Crypto - Crypto Strategy
Bank Run (Core Strategy Rebalance)
MOST SIGNIFICANT BANKING FAILURE SINCE THE GFC Our clients know the rationale behind our bullish perspective on crypto this year. Consumer prices are broadly trending...
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Crypto - Crypto Strategy
Waiting for Yields to Steady, “Digital Silver” Looks like A Good Trade
ANOTHER RINSE Last week, we talked about the futures market getting ahead of its skis, trading with increased leverage despite a continued lack of follow-through...
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Crypto - Crypto Strategy
Holding the Line
BULLS OUT OVER THEIR SKIS IN THE SHORT TERM This was obviously a disappointing week for the bulls. We have yet to see the rollover...
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