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...

Crypto - Crypto Research
Fri, November 22, 2024 | 6:16PM ET

BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”

BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...

Crypto - Funding Fridays
Fri, November 22, 2024 | 3:41PM ET

Lackluster Q4 Continues

WEEKLY RECAP Despite liquid crypto prices rising, private market funding remains lackluster thus far in Q4. Aggregate funding fell 29% week-over-week, decreasing from $155 million...

Crypto - Comments
Thu, November 21, 2024 | 9:10PM ET

Is BTC Decoupling from Equities?

In today’s video, we explore:The reasons behind falling BTC-equity correlationsSome positive regulatory developmentsInsights into the recent MSTR selloffRevisit the bull case for the Casino Stack...

Crypto - Comments
Tue, November 19, 2024 | 7:10PM ET

MSTR Bid and IBIT Options Power Market Higher, JTO Eyes Catch-Up Amid Surging Solana DEX Volumes

In today's video, we break down the massive Microstrategy bid, IBIT options, near-term macro considerations, Solana's impressive on-chain activity, and the potential beneficiaries of these...