Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)
In today’s video, we discuss the acceleration of Bitcoin ETF flows, leading us to believe there is more near-term upside, the investment thesis for the Helium Network, and how the Coinbase outage is an encouraging sign for retail activity returning.
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In today’s video, we discuss how, while we are not completely “out of the woods,” today’s development sets up crypto success over the next 1-2 months and would look for a breakout or retrace to add risk to our Core Strategy. _NOTE: This video was recorded late yesterday evening._ TICKERS IN THIS VIDEO: BTC 2.95%
In today’s video, we discussed how crypto’s weekend selloff brought BTC in line with equities, highlighted signs of a potential relief rally including elevated volumes and market sensitivity to trade headlines, and explored why Treasury Secretary Bessent’s involvement in trade talks may boost market confidence. TICKERS IN THIS VIDEO: BTC 2.95%
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