Videos
Videos
Video: Macro Minute: May CPI and June FOMC (both Wed this week) likely viewed positively by equities. Equities positive 5D later 5 of last 6 FOMC meetings.
VIDEO: The key event this week is Wed with CPI and FOMC. While markets are generally anxious into these meetings, we discuss why history shows...
Macro Minute Video
Video: Macro Minute: May jobs report is key event to cap this week. We are buyers of stocks on Friday, but even stronger if the jobs report is soft.
VIDEO: The macro data this week has been supportive of softening inflation, hence, rise in expected Fed cuts this year to 2.0, but the key...
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Miners to Benefit from HPC, Robinhood Increasing Crypto Proximity
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...
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Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO
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
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Mt. Gox Spooks Market While Corporate Bitcoin Adoption Grows
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...
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Some Quick Thoughts on ETH ETF, Regulation, and Updates on Recent Tactical Trade Ideas
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...
Macro Minute Video
Video: Macro Minute: We see NVDA results good enough to pull cash off sidelines for market broadly. When considering global labor shortage, seems early days for AI
VIDEO: We discuss several things tonight. NVDA likely pulls money off sidelines. Broader market multiples likely expand as well. Please click below to view our Macro Minute (duration: 04:17)....
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A Historically Momentous Week, Increasing ETH Exposure
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...
