Asset Appearances
Crypto - Crypto Research
BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”
BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...
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Crypto - Crypto Strategy
Market Lacks Convincing Signs of Market Froth, Major Demand Side Catalyst for CORE (Core Strategy Rebalance)
FROTH OR REPRICING? A heated debate is unfolding among crypto investors: have we just hit a local top, or will the breakout after eight months...
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Crypto - Crypto Strategy
A Crypto Investor’s Guide to Election Day
TRUMP MAINTAINS A SLIGHT EDGE, BUT IT’S ESSENTIALLY A TOSSUP Well, it's here, folks – the moment that markets have been building up towards since...
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Crypto - Crypto Strategy
Not Wise to Fade the MSTR Bid, Nakamoto Upgrade Goes Live
BTC ETFS SEE MASSIVE INFLOWS: IS CRYPTO NATIVE CAPITAL SIDELINED? BTC ETFs saw over $2.2 billion in net inflows across all spot ETFs from Monday...
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Crypto - Crypto Research
Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in...
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Crypto - Crypto Strategy
Buying More SOL, Plus Another Election Trade Idea (Core Strategy Rebalance)
SMALL CAP BREAKOUT A POSITIVE INDICATOR FOR BTC It is a common refrain among passive industry observers that BTC is strongly correlated with large-cap tech...
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Crypto - Crypto Research
BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”
BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...
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Crypto - Crypto Strategy
Market Lacks Convincing Signs of Market Froth, Major Demand Side Catalyst for CORE (Core Strategy Rebalance)
FROTH OR REPRICING? A heated debate is unfolding among crypto investors: have we just hit a local top, or will the breakout after eight months...
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Crypto - Crypto Strategy
A Crypto Investor’s Guide to Election Day
TRUMP MAINTAINS A SLIGHT EDGE, BUT IT’S ESSENTIALLY A TOSSUP Well, it's here, folks – the moment that markets have been building up towards since...
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Crypto - Crypto Strategy
Not Wise to Fade the MSTR Bid, Nakamoto Upgrade Goes Live
BTC ETFS SEE MASSIVE INFLOWS: IS CRYPTO NATIVE CAPITAL SIDELINED? BTC ETFs saw over $2.2 billion in net inflows across all spot ETFs from Monday...
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Crypto - Crypto Research
Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in...
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Crypto - Crypto Strategy
Buying More SOL, Plus Another Election Trade Idea (Core Strategy Rebalance)
SMALL CAP BREAKOUT A POSITIVE INDICATOR FOR BTC It is a common refrain among passive industry observers that BTC is strongly correlated with large-cap tech...
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