The Great Decoupling
If you find value in our crypto research or have suggestions for improvement (or ideally both), we would greatly appreciate your input. Please take a moment to complete our brief survey. A big thank you to those who have already participated. Your feedback is invaluable to us
Today’s video discusses Bitcoin’s recent outperformance compared to traditional equities amid recent macro turmoil, with correlations suggesting a complete decoupling from key macro indicators. We also present two altcoins potentially set to capitalize on emerging trends in RWA and SocialFi.
For our latest Crypto Strategy note click here.
Reports you may have missed
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the risks we highlighted in early February that could impact crypto prices and update our stance on whether these concerns still apply. Next, we’ll take a brief look at potential outcomes for the WH Crypto Summit and review some changes in our Core Strategy. While we...
Articles Read 1/2
Enjoyed the read? Subscribe now for unlimited access!
Get invaluable analysis of the market and stocks. Cancel at any time.
Already have an account? Sign In 7e9dd2-10275a-48f742-4fd8ab-9a9d21
Already have an account? Sign In 7e9dd2-10275a-48f742-4fd8ab-9a9d21