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Head of Crypto Strategy
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against...
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In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...
In this video, we discuss how the local tops in oil and real yields, along with Trump’s accelerating momentum, are driving the current bullish market...
In today's video, we break down why recent claims data, favorable seasonality, and shifting election odds signal a strong setup for crypto in the second...
In today's video, we explore why the post-NFP market setup is encouraging for crypto, how profit-taking in Chinese equities could serve as a tailwind for...
In today's video, we discuss the current macro setup, why the CME basis suggests a tradable low is near, and why XRP could be a...
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