Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO
In today’s video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and flows data that we would like to see improve.
Reports you may have missed
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 -5.40% , MKR -0.43% , PENDLE -18.40% , BTC -1.25% .