Crypto - Crypto Strategy
SBET at 1.6x NAV Offers Intriguing Risk/Reward
CORE STRATEGY Source: Fundstrat Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. Source: Fundstrat CRYPTO AND GEOPOLITICAL...
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Crypto - Crypto Strategy
Circle Should Benefit from Thematic Tailwinds, Despite its Questionable Margin Profile
QUICK MACRO THOUGHTSIt’s a confusing time for crypto investors. Equities seemed poised for fresh all-time highs while crypto is stuck in neutral and has lagged...
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Crypto - Crypto Strategy
Is Crypto Underperformance Signaling a (Short-Term) Turning Point in the Market?
CORE STRATEGY Crypto’s recent underperformance relative to equities, coupled with a sharp BTC-SPX correlation breakdown, is a data point worth watching. We’re not rushing to...
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Crypto - Crypto Strategy
We Think that More Upside is Likely
CORE STRATEGY Crypto continues to benefit from supportive conditions, and the near-term setup favors continuation. A new golden cross has been triggered for BTC, with...
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Crypto - Crypto Strategy
Funding Rates Suggest an Unpopular BTC Rally, ETH Has More Room to Run (Core Strategy Rebalance)
CORE STRATEGY While the market has repriced quite substantially to reflect optimism over trade, we believe further upside could come from ensuing changes in tax...
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Crypto - Crypto Strategy
ETH Finally Makes a Move Ahead of Pivotal Weekend
CORE STRATEGY Source: TradingView, Fundstrat While there is no need to “panic chase,” ETH likely begins trading better from here. We should start considering ETH...
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