FSI Digital Assets
- Comments
- Comments
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 of the altcoins featured in our Core Strategy. https://vimeo. com/1035820752/8de374e735? share=copy TICKERS IN THIS VIDEO: #BTC
- 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
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
Crypto - Crypto Strategy
A Crypto Investor’s Guide to Election Day
TRUMP MAINTAINS A SLIGHT EDGE, BUT IT’S ESSENTIALLY A TOSSUP Well, it's here, folks – the moment that markets have been building up towards since...
- 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 - Funding Fridays
Sluggish Start to Q4
WEEKLY RECAP Q4 has represented the least funded quarter in each of the past two years, and two weeks into this year, the trend is...
Crypto - Comments
Three Key Catalysts for a Strong October Finish
In today's video, we break down why recent claims data, favorable seasonality, and shifting election odds signal a strong setup for crypto in the second...
Crypto - Crypto Strategy
Storm-Driven Claims, Political Shifts, and Seasonality Point to Bullish Crypto Setup for Late October
MARKET INCREASES PROBABILITY OF 'NO LANDING' Over the past week, a series of stronger-than-expected economic data releases have significantly impacted market sentiment:ROBUST ISM SERVICES PMI:...
Crypto - Comments
MSTR Rally Could Boost BTC Flows, Rotation from Chinese Equities into BNB Possible
In today's video, we explore why the post-NFP market setup is encouraging for crypto, how profit-taking in Chinese equities could serve as a tailwind for...