FSI Digital Assets
- Comments
- Comments
Tariffs: Bearish in Short-term, Bullish in Long-term
In today's video, we discuss some of the reasons we think it's prudent to be somewhat risk-averse and favor BTC over alts. We also explore why current trade tensions hint at a significant long-term upside for BTC. https://vimeo. com/1053591787/0117e0969d? share=copy TICKERS IN THIS VIDEO: #BTC
- Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe the upside risk for the DXY and yields has increased in Q1. Moreover, the market remains highly volatile and headline-driven, inhibiting the crypto market from...
Crypto - Funding Fridays
2024 Funding Recap
KEY SLIDES: YEARLY COMPARISON QUARTERLY VIEW DEAL VERTICAL SUMMARY DEAL STAGE SUMMARY LARGEST VALUATIONS
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Crypto - Comments
Upside Headline Risk in the Coming Days, SOL Remains a No-Brainer for This Year
In today’s video, we review the indicators pointing to a rosier near-term outlook for crypto, discuss Multicoin’s proposal to reduce Solana inflation and explore the...
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US Policy
New Administration and Congress look at Crypto
Last November, the voters sent representatives to Washington from the President to Members of the House and Senate who are more favorably disposed to the...
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- Comments
Why Isn’t Crypto Rising Despite Lower Yields?
Today, we discuss how the unwind of the popular BTC basis trade could act as a near-term headwind, explore why crypto now appears to have a negative correlation with bonds and explain our (admittedly low-conviction) view that altcoins might bounce soon. https://vimeo. com/1060323877/113fdb1fc7? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
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Crypto - Deep Research
BNB Chain: Building Towards the “One BNB” Vision
In 2017, Binance introduced BNB through an initial coin offering, initially positioning it as a utility token for the Binance exchange. Since then, BNB has...
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Crypto - Comments
VIX Spike Suggests Buying Opportunity
In today’s video, we recap the FOMC meeting and explain how the recent spike in the VIX supports the case for buying this dip. https://vimeo....
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Crypto - Comments
$8 Billion in Wealth Creation, Plus Why Odds Favor a Crypto Rally Post-FOMC
In today's video, we discuss the recent HYPE and PENGU airdrops and their potential as positive tailwinds for crypto prices. We also reiterate our view...
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