S&P 500
5457.55 +0.04%
NASDAQ Composite
NASDAQ
17858.7 +0.3%
Bitcoin
BTC
$61,389 0.84%
Ethereum
ETH
$3,448 1.74%
US10Y
4.288% -0.0281
Header logo
  1. Research
  2. Crypto Research
  3. Comments

Near-Term DXY Top is Still In, HPC Miners Outperform

Jun 11, 2024
Author
Sean Farrell
Sean Farrell AC

Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and the impressive performance of the names in our AI + HPC equities basket.

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

Discussing the ETH ETF Setup

In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch. https://vimeo. com/968326240/4bf02833a8? share=copy

Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

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 -3.16% , MKR 9.09% , PENDLE -3.64% , BTC 0.84% .

BTC 0.84% LDO -0.41% MKR 9.09% PENDLE -3.64%
Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics we will look for to mark a local bottom. https://vimeo. com/961667867/59f6ce53b8? share=copy

Raising Some Cash (Core Strategy Rebalance)

Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within equity markets. https://vimeo. com/958582544/1451f008c7? 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’ve reached your limit of 1 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In