Gov't Selling Likely Over, AI/HPC Miners Offer Favorable Risk/Reward
In today’s video, we explain why the recent order book imbalance appears to have cleared, discuss the potential for a “Trump Premium” to be priced back into markets soon, and highlight why BTC miners with HPC capacity present an attractive near-term risk/reward opportunity.
Tickers in this video: BTC 1.70%
Reports you may have missed
In today’s video, we break down why the latest PMI print could be bearish for crypto, why the market’s ability to shake it off is encouraging, and how the options market continues to price in caution ahead of tomorrow’s big announcement. TICKERS IN THIS VIDEO: BTC 1.70%
In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the April 2nd tariff announcement remains the most important near-term driver of crypto prices. We also cover Circle’s IPO plans, BlackRock’s latest Bitcoin commentary, ETHBTC hitting post-COVID lows, and option market signals pointing to an imminent move. Lastly, we preview the key macro data releases on...
