Crypto Videos

In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy

In today's video, we compare the current rally to the one back in May through the lens of the options market. Elevated implied vols suggest that traders are making higher conviction upside bets on BTC. https://vimeo. com/989171384/43a4fae417? share=copy

In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week. https://vimeo. com/987276586/a012b6880b? share=copy

In today's video, we discuss the implications of this past weekend's events, the market's reaction to Gox coins moving on-chain, and the encouraging flow metrics we are observing. https://vimeo. com/985229481/20d6c4584f? share=copy

In today's video we continue to discuss how the market is working through the "supply overhang" issue, the downside risk posed by the Gox coins, and why we think it is important to stay allocated here. https://vimeo. com/983338232/8cc1d52845? share=copy

In today's video, we discuss last week's price action, examining the role that market liquidity and psychology played in the drawdown. We also discuss the remaining supply overhang risk and highlight the key events to watch for the rest of the week. https://vimeo. com/981673385/d2a9de8133? share=copy _NOTE: TODAY'S VIDEO IS A BIT LONGER THAN USUAL AS WE SPEND SOME TIME DISCUSSING THE DETAILS OF THE GERMAN, US, AND MT. GOX SUPPLY._...

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. https://vimeo. com/974544257/71ab339cd1? share=copy

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

Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics we will look for to mark a local bottom. https://vimeo. com/961667867/59f6ce53b8? share=copy

Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within equity markets. https://vimeo. com/958582544/1451f008c7? share=copy