Respecting the Pump
In this week's Crypto Comments video, we discuss recent U.S Treasury actions surprising the bond market, continuing bullish capital flows, and the reasons we believe on-chain activity could see a resurgence in the near term.
Click HERE for our full Crypto Strategy note.
Reports you may have missed
In today's video, we analyze the disconnect between equities and crypto, exploring whether BTC's recent performance is signaling a broader market bottom or merely lagging equities. We also highlight the relative outperformance of the AI and memecoin sectors and what this could mean for the market's next moves. TICKERS IN THIS VIDEO: BTC 4.00%
In today’s video, we break down why we believe profits from the HYPE airdrop are moving into Solana, Sui, and Base. We’ll also explain why we’re staying tactically cautious through year-end, discussing the key risks and factors that could influence market sentiment over the coming weeks. TICKERS IN THIS VIDEO: BTC 4.00%