Videos
- Macro Minute Video
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Discussing the Skittish Market Sentiment, the Presidential Debate & Helium's (HNT) Surge
In today's video, we discuss the current market psychology leading up to tomorrow's CPI release, highlighting key indicators pointing to a potentially cooler print. We also discuss the implications of this evening's presidential debate, and take a closer look at Helium (HNT), the altcoin that has demonstrated outsized strength with...
- Comments
Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)
In today's video, we discuss the increasing near-term risks as demonstrated by the disconnect between real yields and bitcoin, and by a rising MOVE index. We also talk about why we remain optimistic heading into Q4. Last but not least, we discuss the latest Core Strategy rebalance. https://vimeo. com/1006786272/753d36caf5? share=copy...
Crypto - Comments
Election and Rates Cited as Key Risks Stunting New Order Growth, Prediction Markets / Polling Shift Toward Trump
In today's video, we explore the risk-off move in crypto, analyze what the ISM Manufacturing report suggests about market risks in the coming months, highlight...
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Crypto - Crypto Videos
Jackson Hole Eliminates “Plane Climbing” Scenario for Crypto, Historical Data Suggests Volumes Bottom This Week
In this week’s video, we discuss the recent lack of spot market volumes and how historical data indicates that volumes are likely to bottom out...
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Crypto - Crypto Videos
Illiquid Summer Market Likely Behind Drawdown, MKR Endgame Advances
In today's video, we analyze recent constructive flows data, explore the downside volatility seen after the US market close, discuss the MKR rebrand, and examine...
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- Comments
Gov't Selling Likely Over, AI/HPC Miners Offer Favorable Risk/Reward
In today's video, we explain why the recent order book imbalance appears to have cleared, discuss the potential for a “Trump Premium” to be priced back into markets soon, and highlight why BTC miners with HPC capacity present an attractive near-term risk/reward opportunity. https://vimeo. com/1001771898/33e2a30fca? share=copy TICKERS IN THIS VIDEO:...
Crypto - Comments
BTC Performance During US Market Hours Suggests Govt Selling as a Key Factor in Lack of Upside, Keep an Eye on Prediction Markets
Macro conditions have been ideal for a rally, yet BTC has struggled to break out, underperforming equities. We suspect government sales of 10k seized BTC...
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Macro Minute Video
Video: Macro Minute: Fed Chair remarks at Jackson Hole likely to solidify that 8/5 was summer low.
VIDEO: The dread post the July FOMC turned into "uncertainty" last week as markets recovered. We believe Jackson Hole will compel many skeptical investors into...
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Crypto - Comments
Soft Landing Back on the Table, Seasonal Headwinds Worthy of Attention
In today's video, we break down the market's shift back to pricing in a soft landing, outline and Fed landing scenarios and how crypto might...
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Crypto - Comments
MKR & HNT Lead Alts, Positive Data on Mon & Tues Boosts CPI Optimism for Wed
MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game....
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