Miners Remain a Source of Bitcoin Beta
In today's Crypto Comments video, we discuss this week's outperformance of Bitcoin miners, examining how recent price movements reaffirm the sustained high beta relationship with bitcoin. Additionally, we explore considerations regarding mining cost profiles post-halving.
Reports you may have missed
In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week. https://vimeo. com/987276586/a012b6880b? share=copy
Dissecting the Recent Price Action, and Why Right Now is Probably Not the Time to Go Risk-Off
In today's video, we discuss last week's price action, examining the role that market liquidity and psychology played in the drawdown. We also discuss the remaining supply overhang risk and highlight the key events to watch for the rest of the week. https://vimeo. com/981673385/d2a9de8133? share=copy _NOTE: TODAY'S VIDEO IS A BIT LONGER THAN USUAL AS WE SPEND SOME TIME DISCUSSING THE DETAILS OF THE GERMAN, US, AND MT. GOX SUPPLY._...
