Crypto Chat: Post-Thanksgiving Update
*Recorded November 29, 2021
Sean Farrell, Head of Digital Asset Strategy, provides an update on crypto and the bullish or bearish outlook as we head into December.
Research: Healthy Pullback & Taproot Upgrade
Reports you may have missed
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
Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)
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
