Crypto Videos

In today's video, we discuss the intersection of bitcoin miners and high-performance computing (HPC), as well as the positive implications of Robinhood's pending acquisition of Bitstamp. As a result, we are adding additional miners and HOOD to our crypto equities basket.

Today, we discuss how recent economic data is pushing the Fed Funds futures market in the right direction, the influence of rate expectations on the crypto market as observed through the Coinbase premium, the intersection of Bitcoin and AI, and why the near-term setup for COIN and STX is enticing.

In today's video, we discuss changing market dynamics as correlations between Bitcoin and equities rise, as well as macro factors that can potentially fuel further price appreciation.

In today's video, we discuss why we think fears about Mt. Gox tokens are overblown and Semler Scientific representing the latest corporate entity to adopt a Bitcoin treasury strategy.

In today's video, we discuss rising ETH open interest ahead of the ETF decision, the House of Representatives' approval of FIT21, and updates on some of our active trades.

In today’s video, we discuss the SEC's sudden shift in stance regarding Ethereum spot ETFs, which could result in 19b-4s being approved as early as tomorrow morning. Therefore, we are increasing our Core Strategy allocation to ETH and ETH-adjacent assets.

In today’s video, we discuss encouraging flows across ETFs and stablecoins, a potential ETH ETF denial presenting a buyable low in ETH/BTC, and adding exposure to the Akash Network and memecoins.

In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as a catalyst for a short squeeze in crypto equities.

In today's video, we discuss subdued flows as investors wait for further confirmation on the inflation front, and bipartisan support to overturn SAB 121, a controversial crypto accounting proposal.

As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and FOMC meetings. The release of soft jobs data on Friday has increased expectations for rate cuts within this calendar year. Flows are gradually beginning to return.

In today's video, we evaluate the neutral quarterly refunding announcement, the Fed tapering QT, and a dovish FOMC meeting, keeping our "Buy in May" thesis intact.