S&P 500
5296.5 -0.02%
NASDAQ Composite
NASDAQ
16730.5 -0.07%
Bitcoin
BTC
$64,924 -0.70%
Ethereum
ETH
$2,950 -1.68%
US10Y
4.375% 0.0192
Header logo
  1. Research
  2. Crypto Research
  3. Comments

Animal Spirits to Persist Through New Year

Dec 21, 2023
Author
Sean Farrell
Sean Farrell AC

In this week’s Crypto Comments video, we discuss positive flows data, the influx of capital into Base, and the strong performance of Stacks and Solana, presenting an optimistic picture going into 2024.

Click HERE our full Crypto Strategy note.

Animal Spirits to Persist Through New Year

Reports you may have missed

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

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 1/1

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

Already have an account? Sign In