The Gameplan
In today’s Crypto Comments video, we discuss reasons to be optimistic about GBTC outflows, the QRA potentially serving as a bullish catalyst, and the upcoming Jupiter airdrop being a positive near-term tailwind for Solana.
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Reports you may have missed
In today's video, we discuss the significance of the House's bipartisan rejection of the DeFi broker rule, why we suspect MicroStrategy's buying might have been a key catalyst behind today's rally, our concerns about the unsettling move in high-yield credit markets, and key developments we're monitoring closely for the remainder of this week. TICKERS IN THIS VIDEO: BTC 1.57%
In today’s video, we explore the recent signs of capitulation and deleveraging in the crypto market over the past two weeks. We’ll also revisit the risks we highlighted in early February that could impact crypto prices and update our stance on whether these concerns still apply. Next, we’ll take a brief look at potential outcomes for the WH Crypto Summit and review some changes in our Core Strategy. While we...
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