Crypto Responding to Rising Rates
In today's video, we discuss the crypto's reaction to rising rate expectations and expansionary PMI, along with what the Coinbase premium is signaling.
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In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy LDO -10.12% , MKR -9.12% , PENDLE -6.62% , BTC -3.27% .
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