ETF Flows Continue to Impress
In today's video, we discuss the relentless demand for BTC ETFs including an underappreciated market dynamic, the upcoming Dencun upgrade, and a quick update on our Core Strategy and Active Trades.
Reports you may have missed
In today's video, we explain why the recent order book imbalance appears to have cleared, discuss the potential for a “Trump Premium” to be priced back into markets soon, and highlight why BTC miners with HPC capacity present an attractive near-term risk/reward opportunity. https://vimeo. com/1001771898/33e2a30fca? share=copy TICKERS IN THIS VIDEO: BTC 0.58%
BTC Performance During US Market Hours Suggests Govt Selling as a Key Factor in Lack of Upside, Keep an Eye on Prediction Markets
Macro conditions have been ideal for a rally, yet BTC has struggled to break out, underperforming equities. We suspect government sales of 10k seized BTC are a major contributor to this relative weakness. However, we believe this pressure will ease soon, reducing the short-term bearish outlook. Additionally, we explore shifting trends in the presidential prediction markets. https://vimeo. com/1000970310/97c25fe159? share=copy TICKERS IN THIS VIDEO: BTC 0.58%
In today's video, we break down the market's shift back to pricing in a soft landing, outline and Fed landing scenarios and how crypto might perform in each, and highlight key seasonal headwinds investors need to watch. https://vimeo. com/999300733/20221361cc? share=copy TICKERS IN THIS VIDEO: BTC 0.58%
MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game. HNT also performed well, benefiting from its "network of networks" transition and new offloading partnerships. Despite doubling in value, it may be too early to take profits. The market now turns to tomorrow’s CPI print, with Monday’s inflation expectations and Tuesday’s PPI indicating a likely...
