Crypto Strategy
Fri, July 19, 2024 | 9:54AM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Stablecoin Data Suggests Risk Appetite is Rising, Adding SMLR to Equities Basket

BTC AS A POSSIBLE STRATEGIC RESERVE Last week, we discussed the rising political tailwinds affecting crypto. Despite events earlier in the year that might have...

Crypto Strategy
Thu, July 11, 2024 | 1:50PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Gox Wallet Movements Still Present a Risk, But Macro & Politics Keeps Us Allocated Here (Core Strategy Rebalance)

DISCUSSING THE SUPPLY CONCERNS On balance, macro conditions have moved in our favor thus far in early Q3. We have received soft jobs numbers and...

Crypto Strategy
Thu, June 27, 2024 | 6:49PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)

LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...

Crypto Strategy
Fri, June 21, 2024 | 10:32AM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)

FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...

Trending tickers in our research
Ticker Price Chg%
$117.99
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+10.23%
$24.68
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$42.84
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$474.96
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$124.63
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$857.47
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$279.95
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^Prices as of 2024-07-19 16:15:16