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Crypto - Comments
ETH Rotation Strengthens as BTC Dips on Whale Move
Discussed in today's video:ETH and SOL outperformed BTC while BTC dominance fell, even as BTC slipped roughly 3% intraday.ETHBTC closed above its 200-day moving average,...
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Crypto - Comments
BTC Retraces Ahead of CPI, But Hard to Ignore $100B in DAT Dry Powder
Discussed in today's video:Digital Asset Treasuries (DATs) are trading at a 2.1x mNAV multiple, implying ~$100B in theoretical BTC buying power.BTC touched $123K before retracing...
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Crypto - Comments
A Technical Perspective on the Bitcoin Breakout
In today’s video, we sit down with Mark Newton to walk through some key charts and highlight the critical levels he is monitoring for BTC,...
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Crypto - Comments
Short Liquidations Signal Disbelief as BTC Sets New Highs
Bitcoin ripped to a fresh all-time high after a wave of perp liquidations, while ETH cleared the $2.8k resistance on steady corporate buying. Derivatives remain...
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Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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