Header logo
  1. Research
  2. Crypto Research
  3. Comments

Adding New Flavor of ETH-beta to our Core Strategy

Mar 14, 2024
Author
Sean Farrell
Sean Farrell AC

In today’s video, we discuss the upcoming tax season’s implications on domestic liquidity conditions, a reduced probability of the spot ETH ETF being approved in May, and revisions to our Core Strategy allocations.

Adding New Flavor of ETH-beta to our Core Strategy

Reports you may have missed

Buyers On Strike, But Leaning Bullish into Next Week

In today's video, we discuss the lack of clear market direction and how next week's QRA could provide the next positive catalyst. https://vimeo. com/939383629/ed6cfe039d? share=copy

Uncertainty Still Looming

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 1/1

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

Already have an account? Sign In