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Crypto - Comments
Retail Sales Beat, Dollar Weakens, BNB to Benefit from Binance Halo Effect
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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Crypto - Comments
Short-Term Liquidity Pressures Mount, But Crypto Setup Intact
DISCUSSED IN TODAY'S VIDEO:ETH FINDS BUYERS – ETHBTC found support today, suggesting ETH could resume participating alongside BTC and SOL.MACRO SETUP – Gold continues to front-run a...
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Crypto - Comments
SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus
DISCUSSED IN TODAY'S VIDEO:Gold’s breakout to all-time highs reinforces our constructive crypto view, as gold strength has historically preceded BTC ralliesMSTR inclusion in the S&P...
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Crypto - Comments
Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
DISCUSSED IN TODAY'S VIDEO:FED STILL ON COURSE: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through...
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