Remaining Tactically Cautious
Today’s video discusses macro and seasonal headwinds, including how the Fed’s recent dot plot may impact crypto. We also dove into what may be causing crypto’s outperformance during Asian trading hours.
For our latest Crypto Strategy note click here.
Reports you may have missed
As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and FOMC meetings. The release of soft jobs data on Friday has increased expectations for rate cuts within this calendar year. Flows are gradually beginning to return. https://vimeo. com/943861897/2d60db497b? share=copy