Asset Appearances
Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
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Crypto Strategy
Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny
OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...
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Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
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FSI Pro, FSI Crypto
memberhips.
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Crypto Strategy
Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny
OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...
This report is accessible to
FSI Pro, FSI Crypto
memberhips.
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Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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FSI Pro, FSI Crypto
memberhips.
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Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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FSI Pro, FSI Crypto
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