crypto
- Funding Fridays
- 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 of falling yields for miners. https://vimeo. com/1033660863/853cc8a006? share=copy TICKERS IN THIS VIDEO: #BTC
- Earnings Daily
Crypto - Comments
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
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...
Crypto - Funding Fridays
Compliance Takes Center Stage
WEEKLY RECAP Total funding has rebounded from last week’s abnormally low amount, increasing 251% from $44 million to $154 million. Infrastructure was the leading category,...
- Crypto Strategy
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 disingenuous to claim that some qualitative "top signals" are not flashing right now. XRP—which we noted as a possible election trade back in October—with only...
Crypto - Comments
Encouraging CME & ETF Flows Suggest ETH Rotation Could Be Approaching
In today's video, we break down recent price action, assess the potential for a strategic reserve, and examine encouraging ETH-related data, including trends in CME...
Crypto - Funding Fridays
Funding Declines During Election Week
WEEKLY RECAP Weekly funding sharply declined, falling 81% from $181 million to $35 million, with total deal count dropping 31% from 26 to 18. The...
Crypto - Comments
Election Outcome to Force Repricing of Regulatory Risk
In today's video, we discuss the implications of the election outcome. https://vimeo. com/1027014919/7ab8282ea6? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Preparing for Election Day
In tonight's video, we do a little scenario planning ahead of tomorrow's election. https://vimeo. com/1026343917/8a12184acc? share=copy TICKERS IN THIS VIDEO: #BTC