Reports

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...

Crypto Strategy
Fri, June 14, 2024 | 2:20PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Raising Some Cash (Core Strategy Rebalance)

We wrote on Thursday about how the reaction to recent macro data has been quite underwhelming. Crypto broadly rallied in response to a cool CPI...

Crypto Strategy
Thu, June 13, 2024 | 9:36AM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

Favorable Setup Persists, but the Lack of Follow-Through Requires Closer Scrutiny

OVERALL, IT WAS A GOOD CPI/FOMC DAY As any market observer knows by now, CPI came in remarkably cool yesterday. May CPI data was soft...

Crypto Strategy
Thu, June 6, 2024 | 5:39PM ET
Sean Farrell
Sean Farrell AC

Head of Crypto Strategy

STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment

RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...

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+0.67%
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