FSI Digital Assets
- Comments
- 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 if PCE data comes in soft. In our view, this cycle is far from over, but until bonds find a bottom and the USD tops,...
- 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 evolved through multiple stages. Its next phase is the “One BNB” vision—a multi-chain strategy integrating BNB Smart Chain (BSC), opBNB (Layer 2), and Greenfield (decentralized...
Crypto - Liquid Ventures
Empyreal
EMPYREAL OVERVIEW Empyreal provides developers with a software development kit (SDK) to make crypto programming easier and more effective. EMP hopes to bridge the gap...
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...
- 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 we’re staying tactically cautious through year-end, discussing the key risks and factors that could influence market sentiment over the coming weeks. https://vimeo. com/1042544997/3f07644f85? share=copy TICKERS...
Crypto - 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...
Crypto - 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...
Crypto - Crypto Strategy
ETH: Is it Finally Time to Rotate?
TURNING CAUTIOUSLY OPTIMISTIC There is a lot of pain in the ETHBTC chart. It peaked in December 2021 and, save for several brief rallies, has...
Crypto - Comments
Healthy Pullback, Or Trend Reversal?
In today's video, we cover:The factors driving this week's dip in crypto prices.What USD flows and the Coinbase Premium say about the current trend.The implications...