FSI Digital Assets
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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 https://vimeo. com/1032169849/933da0aa55? share=copy TICKERS IN THIS VIDEO: #BTC
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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 emerging trends. https://vimeo. com/1031351457/8b79275fe3? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Election Outcome to Force Repricing of Regulatory Risk
In today's video, we discuss the implications of the election outcome. https://vimeo. com/1027014919/7ab8282ea6? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Preparing for Election Day
In tonight's video, we do a little scenario planning ahead of tomorrow's election. https://vimeo. com/1026343917/8a12184acc? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Crypto Strategy
A Crypto Investor’s Guide to Election Day
TRUMP MAINTAINS A SLIGHT EDGE, BUT IT’S ESSENTIALLY A TOSSUP Well, it's here, folks – the moment that markets have been building up towards since...
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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 of the altcoins featured in our Core Strategy. https://vimeo. com/1035820752/8de374e735? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Crypto Research
Owning the Casino Stack: SOL, JTO, RAY, BONK (Core Strategy Rebalance)
SOL OUTPERFORMANCE Last week, we highlighted the explosive activity on Solana as DEX volumes surpassed those on Ethereum, leading us to increase SOL's weighting in...
Crypto - Comments
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against...
Crypto - Funding Fridays
Gaming Goes Mobile
WEEKLY RECAP Weekly funding rose by 37% from $132 million to $180 million, while the total deal count decreased slightly from 23 deals to 21....
Crypto - Comments
GDLC and BITW as Election Trades, Adding More SOL
In today's video, we discuss the risk/reward around GDLC and BITW into the election and discuss our rationale for increasing the allocation to SOL in...