Crypto Videos

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy

In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy

In today's video, we discuss why now is a good time to consider adding miners, and a couple of ETH catalysts to look for on the horizon. https://vimeo. com/932672699/3d3fd22e1f? share=copy

In today's video, we discuss the Coinbase premium in further detail, updates on flows into ETFs and stablecoins, and the divergence between Bitcoin and equities amid rising geopolitical tensions. https://vimeo. com/930872109/28a6768aa7? share=copy

In today's video, we discuss the crypto's reaction to rising rate expectations and expansionary PMI, along with what the Coinbase premium is signaling. https://vimeo. com/930067270/5ff86e3633? share=copy

In today's video, we discuss the upcoming tax season's implications on domestic liquidity conditions, a reduced probability of the spot ETH ETF being approved in May, and revisions to our Core Strategy allocations. https://vimeo. com/923559489/bc20fecb4d? share=copy

In today's video, we discuss the relentless demand for BTC ETFs including an underappreciated market dynamic, the upcoming Dencun upgrade, and a quick update on our Core Strategy and Active Trades. https://vimeo. com/921298860/5d1fc1afd1? share=copy

In today's video, we discuss the implications of a new all-time high, today's volatile price action, and the recent underperformance of bitcoin miners. https://vimeo. com/919805821/ef6fba5bdd? share=copy

In today's video, we discuss the acceleration of Bitcoin ETF flows, leading us to believe there is more near-term upside, the investment thesis for the Helium Network, and how the Coinbase outage is an encouraging sign for retail activity returning. https://vimeo. com/918165913/aa34b30b3d? share=copy

In today's video, we chat about the Coinbase premium, what the return of animal spirits could mean for DOGE, what funding rates suggest about current market froth, and a potentially overlooked detail about Coinbase's balance sheet. https://vimeo. com/917322732/6f734173c8? share=copy