CRYPTO COMMENTS: Pressing Winners (Core Strategy Rebalance)
In this week's Crypto Comments video, we discuss developments in spot BTC ETF applications, FTX's recent case motion to sell trust assets, declining staking yields on Ethereum, and a new addition to our Core Strategy.
Click HERE for our full Crypto Strategy note.
Reports you may have missed
In today's video, we discuss the current macro setup, why the CME basis suggests a tradable low is near, and why XRP could be a strong candidate for trading around the election outcome. https://vimeo. com/1015914157/ce63778de9? share=copy TICKERS IN THIS VIDEO: BTC -1.34%
In today's video, we explore the impact of global conflict on crypto, explain why a strong rebound from the recent selloff is likely, and highlight HNT and BONK as standout names worth watching closely. https://vimeo. com/1015012596/f08adc055a? share=copy TICKERS IN THIS VIDEO: BTC -1.34%
In today's video, we break down the factors driving today's price action and introduce CORE, the latest addition to our Core Strategy portfolio, an asset supported by both fundamental and thematic tailwinds. https://vimeo. com/1013343184/ad7bf07f0f? share=copy TICKERS IN THIS VIDEO: BTC -1.34%
In today’s video, we explore the implications of BTC ETF options approval and the impact of PBOC's monetary stimulus on the broader crypto ecosystem. We also explain why the outperformance of Chinese equities serves as a bullish signal for BNB. https://vimeo. com/1012566530/7c3ed00d77? share=copy TICKERS IN THIS VIDEO: BTC -1.34%
