Crypto Videos

Coinbase reported earnings this afternoon after market-close. In today's Crypto Comments video, we examine the stellar report showing Coinbase beating top and bottom-line estimates, presenting an optimistic outlook for the exchange in 2024. https://vimeo. com/913527994/a640c5b846? share=copy

In today's Crypto Comments video, we discuss Bitcoin's resilience despite risk-assets turning lower following a hotter-than-expected CPI report. We also explore Stacks' relative strength and our view on Coinbase's upcoming earnings. https://vimeo. com/912760107/b1ac374b9b? share=copy

In today's Crypto Comments video, we discuss this week's outperformance of Bitcoin miners, examining how recent price movements reaffirm the sustained high beta relationship with bitcoin. Additionally, we explore considerations regarding mining cost profiles post-halving. https://vimeo. com/911710626/cfe0571c1f? share=copy

In today's Crypto Comments video, we discuss a favorable macro set-up, Bitcoin's winning streak after the Lunar New Year, catalysts for Ethereum and layer 2 networks, and flows continuing to paint a constructive picture. https://vimeo. com/911408207/d1b6af45c8? share=copy

In today's Crypto Comments video, we discuss GBTC outflows slowing, an uptik in ETF net inflows, tomorrow's Jupiter airdrop ($JUP), and potential outcomes of the QRA and FOMC. https://vimeo. com/908044302/1e7ada7692? share=copy

In today's Crypto Comments video, we discuss reasons to be optimistic about GBTC outflows, the QRA potentially serving as a bullish catalyst, and the upcoming Jupiter airdrop being a positive near-term tailwind for Solana. Click HERE for our full strategy note. https://vimeo. com/906558716/74b599ebe8? share=copy

In today's Crypto Comments video, we discuss Bitcoin ETF flows, GBTC selling, macro headwinds, and the potential impacts of upcoming U.S Treasury refunding and FOMC announcements. https://vimeo. com/905795182/9cfdfd89b2? share=copy

In this week's Crypto Comments video, we discuss our 2024 outlook anticipating an accelerating crypto cycle with new all-time highs for the majors, potential short-term market challenges, and strong year-end performance for crypto equities in relation to Bitcoin. Click HERE for our full Crypto Strategy note. https://vimeo. com/904268661/459a819a85? share=copy

Today's Crypto Comments video discusses the first-day volume for the spot Bitcoin ETF ($BTC), capital rotations into $ETH, the timeline for a potential Ethereum ETF, and continued stablecoin flows. https://vimeo. com/902084986/c05908463d? share=copy

In today's Crypto Comments video, we discuss the final steps in the ongoing Bitcoin ETF process, the possibility of trading beginning this week, and the market implications going forward. Please note that today's video was recorded prior to the SEC's tweet falsely announcing the approval of all ETF applications. https://vimeo. com/901315295/cc12590e08? share=copy

In this week’s Crypto Comments video, we discuss the imminent spot Bitcoin ETF decisions and what to expect once the dust settles. Click HERE for our full Crypto Strategy note. https://vimeo. com/899978448/01d363d105? share=copy