FSI Digital Assets
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Coinbase Premium Returns and Flows Turn Positive, as Crypto Rallies on Tariff News
In today’s video, we discuss the market’s reaction to tariff-related rumors, how it impacts crypto, and why we’re feeling more optimistic about this rally’s sustainability. https://vimeo. com/1044515040/9a8f14bb03? share=copy TICKERS IN THIS VIDEO: #BTC
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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 the year, and share our thoughts on positioning ahead of next week's key events. https://vimeo. com/1043832067/10fe11a9ae? share=copy TICKERS IN THIS VIDEO: #BTC
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...
Crypto - Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
Crypto - Funding Fridays
Muted Funding During the Holidays
WEEKLY RECAP As expected, funding totals during the holidays were comparatively low. Both total funding and deal count fell by approximately 70%. There were 11...
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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...
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...
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....
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...