Videos
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ETH ETFs Could See $5B in First 5 Months
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
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Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy #LDO, #MKR, #PENDLE, #BTC.
Macro Minute Video
Video: Macro Minute: The CPI, PPI and NY Fed reports show so much disinflation, markets are skeptical. But this week reinforces our view inflation is falling like a rock = supportive of higher P/E into year-end
VIDEO: The key inflation reports this week CPI, PPI, NY Fed were dovish. And the magnitude of improvement so significant, markets are skeptical Please click...
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Near-Term DXY Top is Still In, HPC Miners Outperform
Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and...
Macro Minute Video
Video: Macro Minute: We expect markets to rally post-CPI and post-FOMC because consensus too "hawkish" into Wednesday.
VIDEO: Overall, we expect markets to rally post-CPI and post-FOMC given the anxiety ahead of the release. Please click below to view our Macro Minute (duration: 5:04)....
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Dissecting the Recent Price Action, and Why Right Now is Probably Not the Time to Go Risk-Off
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...
Macro Minute Video
Video: Macro Minute: JOLTS misses by -2.8 std dev as job market cools sharply = "bad news is good news." Rally at close in each of last 3 days is sign of institutional accumulation.
VIDEO: Stocks are inching higher in this first week of June. Notably, buying has taken place at the end of the day, which is historically...
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Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match
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...
Macro Minute Video
Video: Macro Minute: Important macro week ahead and generally "bad news is good news" = markets prefer softer economic readings. But overall outlook for June positive
VIDEO: An important macro week ahead with the highlight being May jobs report on Friday. We overall remain dip buyers in June Please click below...
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BTC Correlations Suggest Changing Market Dynamics and Evaluating the Macro Picture
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...
