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

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

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

In today's video, we discuss why now is a good time to consider adding miners, and a couple of ETH catalysts to look for on the horizon. https://vimeo. com/932672699/3d3fd22e1f? share=copy