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BTC Has Delivered Positive 10-Day Returns 9 of the Last 10 Lunar New Years
In today’s video, we break down today's price action, share our view on the Fed, and discuss why the Lunar New Year signals higher prices ahead. https://vimeo. com/1051369699/409f942bba? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Today's PMI Good for Crypto, Memes + Ethena + ETH Outperform
In today's video, we explore the implications of the latest PMI data for crypto, highlight the standout assets/sectors in the first three trading days of...
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Crypto - Comments
Is Crypto Lagging Equities or Signaling a Turnaround?
In today's video, we analyze the disconnect between equities and crypto, exploring whether BTC's recent performance is signaling a broader market bottom or merely lagging...
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Crypto - Comments
HYPE Profits Flow to Solana, Sui, and Base
In today’s video, we break down why we believe profits from the HYPE airdrop are moving into Solana, Sui, and Base. We’ll also explain why...
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Crypto - Crypto Research
We Think this Leverage Cleanse is Worth Buying
In today's video, we break down the causes of the $1.5B in crypto market liquidations and explain why we're buying this dip. https://vimeo. com/1037639414/becfebc84b? share=copy...
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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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Crypto - Funding Fridays
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...
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