FSI Digital Assets
- Comments
- 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, until bonds find a bottom and the USD peaks, it’s prudent for more tactically-minded crypto investors to remain nimble and ready to capitalize on opportunities...
- 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 deals this week totaling $45 million in funding. All disclosed funding amounts fell into the Infrastructure and DeFi categories, while Web3 tallied two deals for...
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...
- 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 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 - Crypto Strategy
The World Liberty Bid, ETH Momentum, and MSTR's Nasdaq 100 Prospects
CORE STRATEGY Our base case assumes that the macro environment will remain accommodative for crypto through year-end. However, in light of recent market action, we...
Crypto - Comments
Time to Get Back into MSTR
In today's video, we discuss the post-CPI reaction in crypto and why the next couple of weeks could be explosive for MSTR. https://vimeo. com/1038388783/dded57bb7f? share=copy...
Crypto - Comments
RAY and AAVE Stand Out Amid Recovery
We discuss today's price action and highlight assets that demonstrated the strongest recoveries following yesterday's forced selling. https://vimeo. com/1038027486/c6691cb1e7? share=copy TICKERS IN THIS VIDEO: #BTC...
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...