Crypto - Crypto Strategy
Thu, December 12, 2024 | 6:24PM ET

The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects

CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...

Crypto - Comments
Fri, December 6, 2024 | 8:41PM ET

What to Make of ETH's Outperformance

In today's video video we discuss the major implications from today's employment data, and some changes to the Core Strategy Portfolio. https://vimeo. com/1036922239/249e1acd0f? share=copy TICKERS...

Crypto - Crypto Strategy
Fri, December 6, 2024 | 7:43PM ET

Adding ETH Beta (Core Strategy Rebalance)

Today's employment numbers broadly met investor expectations, placating a nervous market. Risk assets rallied, aligning with our view that yesterday's de-risking would not persist through...

Crypto - Crypto Strategy
Tue, December 3, 2024 | 6:49PM ET

Time to Be Vigilant, But Not Bearish

INDICATIONS OF FROTH Given the violent nature of the past month’s rally, we have been vigilant for signs of a local top. It would be...

Crypto - Crypto Strategy
Wed, November 27, 2024 | 5:46PM ET

ETH: Is it Finally Time to Rotate?

TURNING CAUTIOUSLY OPTIMISTIC There is a lot of pain in the ETHBTC chart. It peaked in December 2021 and, save for several brief rallies, has...

Crypto - Comments
Tue, November 26, 2024 | 6:36PM ET

Healthy Pullback, Or Trend Reversal?

In today's video, we cover:The factors driving this week's dip in crypto prices.What USD flows and the Coinbase Premium say about the current trend.The implications...

Earnings Daily
Tue, November 26, 2024 | 6:30AM ET

FS Insight 3Q24 Daily Earnings (EPS) Update – 11/26/2024