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Crypto - Comments
CME Basis Back to Pre-Election Levels
In today's video, we analyze key charts highlighting weak flows and a lack of bullish conviction from traders and investors. We discuss why the coming...
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Crypto - Comments
Crypto's Rebound Following Tariff Announcements is Encouraging
In today's video, we explore the lack of a market reaction to new steel and aluminum tariff announcements and what that could mean for crypto’s...
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Crypto - Comments
Buyback Trend to Accelerate
In today's video, we explore a key emerging trend in crypto: the acceleration of token buybacks. We break down the factors driving this shift and...
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Crypto - Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore...
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Crypto - Comments
Crypto's Big Rebound, Remaining Risks, and the Creation of a SWF
In today's video, we discuss crypto's bounce, highlight several assets that demonstrated impressive rebounds, analyze potential tariff risks, and discuss the creation of a sovereign...
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Crypto - Comments
Buying Tariff Weakness While We Await Concrete Information, HPC Miners Boosted by SoftBank
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss...
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