Videos
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BTC Performance During US Market Hours Suggests Govt Selling as a Key Factor in Lack of Upside, Keep an Eye on Prediction Markets
Macro conditions have been ideal for a rally, yet BTC has struggled to break out, underperforming equities. We suspect government sales of 10k seized BTC are a major contributor to this relative weakness. However, we believe this pressure will ease soon, reducing the short-term bearish outlook. Additionally, we explore shifting...
- Macro Minute Video
Video: Macro Minute: Fed Chair remarks at Jackson Hole likely to solidify that 8/5 was summer low.
VIDEO: The dread post the July FOMC turned into "uncertainty" last week as markets recovered. We believe Jackson Hole will compel many skeptical investors into reluctantly positive as we expect a dovish Fed Please click below to view our Macro Minute (duration: 4:40) https://vimeo. com/1000169461/a2407c4e16? share=copy _____________________________ 42 SMID GRANNY SHOT IDEAS: We...
Crypto - Comments
More Promising Data This Week Suggests Rally Into CPI, SOL and HNT Show Continued Strength
This week, the market benefited from a dovish signal from the BOJ and stronger-than-expected jobless claims data. Sentiment has shifted from recession fears to a...
Crypto - Comments
Monday Showed Some Encouraging Data, Worth Keeping Some Dry Powder on Hand for Next Couple Weeks
In today's video we discuss some encouraging data that suggests a near term bottom, the risks that remain in the market, things we are going...
Crypto - Comments
Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar
In today's video, we discuss how yesterday's price action erased the "Trump Premium" and explore how we should consider the impact of election odds on...
- Crypto Videos
Jackson Hole Eliminates “Plane Climbing” Scenario for Crypto, Historical Data Suggests Volumes Bottom This Week
In this week’s video, we discuss the recent lack of spot market volumes and how historical data indicates that volumes are likely to bottom out this week. We also explore why the outcome of Jackson Hole significantly reduces the likelihood of a cyclical downturn for crypto in the near term....
Crypto - Comments
Recent Jump in Implied Vols Suggests More Upside Expected
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...
Crypto - Comments
Discussing the Possibility of BTC as a Strategic Reserve
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...
Crypto - Comments
Political Tailwinds Strengthen and Flows Improve
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...
Crypto - Comments
Germans Run Out of Coins, Gox Up Next
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,...