crypto
- Comments
- Comments
MSTR Announcement at 8pm, WLFi Endorses ETH, AAVE, LINK
In today's video, we share our latest thoughts on Microstrategy's potential inclusion in the Nasdaq-100, highlight several bullish regulatory developments, and analyze what World Liberty Financial's recent purchases might mean for ETH and related assets like AAVE and LINK. https://vimeo. com/1039108765/a17dc0c3e2? share=copy TICKERS IN THIS VIDEO: #BTC
- Funding Fridays
Avax Fuels Jump in Funding
WEEKLY RECAP Crypto funding saw a large jump week-over-week, increasing 83% from $231 million to $424 million, and total deal count rose by 21% from 28 to 34. The large funding total was helped by a $250 million token sale completed by Avalanche ahead of its Avalanche9000 upgrade. Infrastructure dominated...
Crypto - Crypto Strategy
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...
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Crypto - Comments
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...
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Crypto - Crypto Strategy
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...
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- Comments
Discussing Our MSTR Plan and SOL's Recent Underperformance
In today's video, we outline why risk asymmetries skew to the upside heading into this week's FOMC, explain our continued conviction in MSTR despite today's underperformance, analyze the market's negative shift on Solana, and share why we believe its recent weakness will be short-lived. https://vimeo. com/1039856066/6be7d4c560? share=copy TICKERS IN THIS...
Crypto - Crypto Strategy
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...
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Crypto - Comments
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...
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Earnings Daily
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Crypto - Crypto Research
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...
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