Monday Showed Some Encouraging Data, Worth Keeping Some Dry Powder on Hand for Next Couple Weeks
In today's video we discuss some encouraging data that suggests a near term bottom, the risks that remain in the market, things we are going to look for for added confidence, and how we would position portfolios in the near term.
Tickers in this video: #BTC, #ETH, #SOL, #HNT
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This week, the market benefited from a dovish signal from the BOJ and stronger-than-expected jobless claims data. Sentiment has shifted from recession fears to a more balanced "Goldilocks" scenario. Notable continued strength has been observed in SOL and HNT. https://vimeo. com/996407946/31d58d21c6? share=copy TICKERS IN THIS VIDEO: BTC 0.75% , ETH 2.17% , SOL 1.45% , HNT -3.43%
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 1.38% , MKR 0.08% , PENDLE 9.29% , BTC 0.75% .
Today's video discusses the significant rally in Grayscale's Trust products, GBTC 2.26% , EHTE, and spot BTC, fueled by the SEC's decision not to appeal the Grayscale case. We note an increase in the aggregate market capitalization of the top 10 stablecoins and the third consecutive week of inflows into digital asset ETPs, which suggest that flows into the crypto economy might be improving. Finally, we dive into the factors affecting the...
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