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Illiquid Summer Market Likely Behind Drawdown, MKR Endgame Advances
In today's video, we analyze recent constructive flows data, explore the downside volatility seen after the US market close, discuss the MKR rebrand, and examine how HPC miners could benefit from an expected NVDA earnings beat. https://vimeo. com/1003406109/b257da9c1b? share=copy TICKERS IN THIS VIDEO: #BTC #MKR
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Gov't Selling Likely Over, AI/HPC Miners Offer Favorable Risk/Reward
In today's video, we explain why the recent order book imbalance appears to have cleared, discuss the potential for a “Trump Premium” to be priced back into markets soon, and highlight why BTC miners with HPC capacity present an attractive near-term risk/reward opportunity. https://vimeo. com/1001771898/33e2a30fca? share=copy TICKERS IN THIS VIDEO:...
Crypto - Comments
Soft Landing Back on the Table, Seasonal Headwinds Worthy of Attention
In today's video, we break down the market's shift back to pricing in a soft landing, outline and Fed landing scenarios and how crypto might...
Crypto - Comments
MKR & HNT Lead Alts, Positive Data on Mon & Tues Boosts CPI Optimism for Wed
MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game....
Macro Minute Video
Video: Macro Minute: We are watching 3 things this week. At top of list is Middle East conflict.
VIDEO: There are 3 things we are watching closely this week. At the top of the list is a potential imminent attack by Iran on...
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Election and Rates Cited as Key Risks Stunting New Order Growth, Prediction Markets / Polling Shift Toward Trump
In today's video, we explore the risk-off move in crypto, analyze what the ISM Manufacturing report suggests about market risks in the coming months, highlight an under-discussed shift in polling odds, and review key data points this week that could shift market expectations from 'hard-landing' back to 'soft-landing' pricing. https://vimeo....
Crypto - Comments
Spot Bid Waiting for FOMC, Outflow Data Offers Support for ETHBTC Bottom
In today's video we discuss implications from Trump at BTC Conference, why we have yet to see follow through in the spot market, and review...
Macro Minute Video
Video: Macro Minute: Post-FOMC press conf (2:30pm), equities rallied 5D last 5 of 6 instances. Small-cap remains most compelling.
VIDEO: The Wed FOMC meeting key this week. Markets managed to rally 5 of the last 6 FOMC meetings. Please click below to view our Macro...
Crypto - Comments
PCE and BTC Conference Could Catalyze Strength into August
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
Macro Minute Video
Video: Macro Minute: Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...