Videos
- Comments
- 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 data that supports an ETHBTC bottom. https://vimeo. com/992472216/3235067789? share=copy
- 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 Minute (duration: 05:32) https://vimeo. com/991360314/f8c8caa570? share=copy _____________________________ 34 GRANNY SHOT IDEAS AND 42 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 7/16. Full stock list...
Crypto - Comments
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...
Crypto - Comments
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...
Crypto - Comments
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...
- 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...
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...
Crypto - Comments
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...
Crypto - Comments
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...