Videos
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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 to look for for added confidence, and how we would position portfolios in the near term. https://vimeo. com/995233504/371eed9bca? share=copy TICKERS IN THIS VIDEO: #BTC, #ETH,...
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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 prices moving forward. https://vimeo. com/993724478/f90d7896e8? share=copy
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,...
Crypto - Comments
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...
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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: 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)....
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...
Crypto - Comments
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...