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

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

Apr 12, 2024
Author
Sean Farrell
Sean Farrell AC

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.

The chart in this report is only accessible to members
The chart in this report is only accessible to members

Unlock this page with a FREE 30-Day Trial!

*Free trial available only on a monthly plan

Already a member?

Reports you may have missed

PCE and BTC Conference Could Catalyze Strength into August

In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy

Recent Jump in Implied Vols Suggests More Upside Expected

In today's video, we compare the current rally to the one back in May through the lens of the options market. Elevated implied vols suggest that traders are making higher conviction upside bets on BTC. https://vimeo. com/989171384/43a4fae417? share=copy

Discussing the Possibility of BTC as a Strategic Reserve

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

Political Tailwinds Strengthen and Flows Improve

In today's video, we discuss the implications of this past weekend's events, the market's reaction to Gox coins moving on-chain, and the encouraging flow metrics we are observing. https://vimeo. com/985229481/20d6c4584f? share=copy

FS Insight

Sign in to read the report!

We have detected you are an active member!

Ray: 88f86a-bc2148-6126f9-f188f7-b09cf2