Caution in the Near-term Still Warranted, Q4 Setup Remains Compelling (Core Strategy Rebalance)
In today’s video, we discuss the increasing near-term risks as demonstrated by the disconnect between real yields and bitcoin, and by a rising MOVE index. We also talk about why we remain optimistic heading into Q4. Last but not least, we discuss the latest Core Strategy rebalance.
Tickers in this video: BTC -1.16%
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In today's video, we discuss how a pair of articles and recent comments from Trump suggest the administration may be less willing to tolerate "short-term pain" than previously expected. This shift could give additional legs to the ongoing crypto rally. TICKERS IN THIS VIDEO: BTC -1.16%
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