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.
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CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe the upside risk for the DXY and yields has increased in Q1. Moreover, the market remains highly volatile and headline-driven, inhibiting the crypto market from gaining meaningful momentum. While regulatory developments are a key medium- to a long-term tailwind for crypto, it is unlikely that...
In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss the recent SoftBank deal that has provided a lift to HPC miners and examine the accelerating SBR initiative at the state level. TICKERS IN THIS VIDEO: BTC -1.32%
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