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 - Funding Fridays
Fri, December 6, 2024 | 3:19PM ET

Big Week for CeFi

WEEKLY RECAP Crypto funding rose 60% week-over-week from $145 million to $232 million, while total deal count decreased 7% from 29 to 27. CeFi was...

Crypto - Comments
Tue, December 3, 2024 | 8:44PM ET

Do Crypto Prices Have More Room to Run?

In today's video, we discuss the key indicators we're monitoring to determine if it's time to take risk off the table. We also discuss some...

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...