Strategy
Crypto - Crypto Research
Picking Our Spots (Core Strategy Rebalance)
Last week, we wrote that the administration’s response to bond market volatility implied a critical shift in ongoing trade negotiations. While this does not eliminate...
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Crypto - Crypto Strategy
Bond Market Breaks, Bitcoin Benefits
CORE STRATEGY Given today’s developments, we believe it will be appropriate to increase exposure in our Core Strategy (total long position from 50% to 75%...
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Crypto - Crypto Strategy
Crypto in a Tough Spot Until Someone Blinks (Core Strategy Rebalance)
Despite improving liquidity conditions and favorable seasonality offering reasons for optimism, the ongoing trade war remains the dominant driver of crypto’s next move. As such,...
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Crypto - Crypto Strategy
Still Cautious Ahead of April 2nd, Elevated Odds of a Decisive Near-Term Move (±15%)
While some of the risks that prompted our cautious stance in early February have been partially mitigated, most remain—with the ongoing trade war still the...
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Crypto - Crypto Strategy
We Still Like Playing Defense, But Details on Budget-Neutral Strategies Could Give Prices A Boost
While some of the risks prompting our cautious stance in early February have been partially mitigated, most still persist—with the ongoing trade war being most...
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Crypto - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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