Crypto - Comments
Tue, December 10, 2024 | 8:21PM ET

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
Mon, December 9, 2024 | 8:33PM ET

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...

Crypto - Comments
Fri, December 6, 2024 | 8:41PM ET

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...

Crypto - Crypto Research
Fri, November 22, 2024 | 6:16PM ET

BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”

BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...

Crypto - Funding Fridays
Fri, November 22, 2024 | 3:41PM ET

Lackluster Q4 Continues

WEEKLY RECAP Despite liquid crypto prices rising, private market funding remains lackluster thus far in Q4. Aggregate funding fell 29% week-over-week, decreasing from $155 million...

Crypto - Comments
Thu, November 21, 2024 | 9:10PM ET

Is BTC Decoupling from Equities?

In today’s video, we explore:The reasons behind falling BTC-equity correlationsSome positive regulatory developmentsInsights into the recent MSTR selloffRevisit the bull case for the Casino Stack...

Crypto - Comments
Tue, November 19, 2024 | 7:10PM ET

MSTR Bid and IBIT Options Power Market Higher, JTO Eyes Catch-Up Amid Surging Solana DEX Volumes

In today's video, we break down the massive Microstrategy bid, IBIT options, near-term macro considerations, Solana's impressive on-chain activity, and the potential beneficiaries of these...