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Moon Mission

Dec 7, 2023
Author
Sean Farrell
Sean Farrell AC

In this week’s Crypto Comments video, we discuss a few reasons why we believe the market is far from overheated, an update on our STX recommendation, and a new tactical trade idea.

Click HERE for our full Crypto Strategy note.

Moon Mission

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Recent Weakness Could Reverse Tomorrow

In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as a catalyst for a short squeeze in crypto equities. https://vimeo. com/946293085/44d610e301? share=copy

Flows Slowly Returning

In today's video, we discuss subdued flows as investors wait for further confirmation on the inflation front, and bipartisan support to overturn SAB 121, a controversial crypto accounting proposal. https://vimeo. com/944667144/8125cc73db? share=copy

Flows Slowly Returning

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

Recent Weakness Could Reverse Tomorrow

In today's video, we evaluate the neutral quarterly refunding announcement, the Fed tapering QT, and a dovish FOMC meeting, keeping our "Buy in May" thesis intact. https://vimeo. com/942148085/596913a039? share=copy

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