The Fastest Horse
In this week's Crypto Comments video, we discuss our 2024 outlook anticipating an accelerating crypto cycle with new all-time highs for the majors, potential short-term market challenges, and strong year-end performance for crypto equities in relation to Bitcoin.
Click HERE for our full Crypto Strategy note.
Reports you may have missed
In today's video, we discuss the bullish momentum returning to crypto markets, key macro updates from the JOLTs report and China's stimulus plans, the anticipated MicroStrategy BTC bid, upcoming earnings for COIN, and the broader macro factors supporting the bullish case for crypto. https://vimeo. com/1024488032/60f408c684? share=copy TICKERS IN THIS VIDEO: BTC -0.14%
Stripe's Acquisition of Bridge Validates Stablecoins & Crypto Rails, SOL Outperforms BTC & ETH, HPC Miners Reprice Higher
In this week's video, we cover (1) why Stripe's acquisition of Bridge is a major development for stablecoins and crypto rails, (2) Solana's breakout against Bitcoin and Ethereum, and (3) the continued repricing of HPC miners. https://vimeo. com/1022286569/b0bbca8e07? share=copy TICKERS IN THIS VIDEO: BTC -0.14%
