Crypto Comments
33 Results
In this week's Crypto Comments video, we discuss positive flows data, the influx of capital into Base, and the strong performance of Stacks and Solana, presenting an optimistic picture going into 2024. Click HERE our full Crypto Strategy note. https://vimeo. com/897066430/7b96462bd7? share=copy
In this week's Crypto Comments video, we discuss the liquidation-driven sell-off to start the week, tailwinds for mining stocks, and the improving macro picture with the Fed pause and declining dollar. Click HERE for our full Crypto Strategy note. https://vimeo. com/894741001/cb46931153? share=copy
In this week's Crypto Comments video, we discuss a few reasons why we believe the market is far from overheated, an update on our STX recommendation, and a new tactical trade idea. Click HERE for our full Crypto Strategy note. https://vimeo. com/892463245/01a987f153? share=copy
In this week's Crypto Comments video, we discuss developments in spot BTC ETF applications, FTX's recent case motion to sell trust assets, declining staking yields on Ethereum, and a new addition to our Core Strategy. Click HERE for our full Crypto Strategy note. https://vimeo. com/890138874/4a18923bc6? share=copy
In this week's Crypto Comments video, we discuss the October CPI surprise, an improving macro liquidity environment, reasons for underperformance in crypto equities and how they may be gearing up for a catch-up. We also discuss the top performer in our core strategy, Solana, and how we're assessing the rally after a 4x jump in price over the last month. Click HERE for our full Crypto Strategy note. https://vimeo. com/885464644/1ff64aa59a?...
In this week's Crypto Comments video, we discuss recent U.S Treasury actions surprising the bond market, continuing bullish capital flows, and the reasons we believe on-chain activity could see a resurgence in the near term. Click HERE for our full Crypto Strategy note. https://vimeo. com/880722276/708dce5267? share=copy
In this week's Crypto Comments video, we discuss a positive shift in capital flows across various metrics and China's accommodative monetary policy, potentially providing fuel for a more sustainable rally. Click HERE for our full Crypto Strategy note. https://vimeo. com/878480257/6b40127e62? share=copy
Today's video discusses the significant rally in Grayscale's Trust products, GBTC, EHTE, and spot BTC -1.54% , fueled by the SEC's decision not to appeal the Grayscale case. We note an increase in the aggregate market capitalization of the top 10 stablecoins and the third consecutive week of inflows into digital asset ETPs, which suggest that flows into the crypto economy might be improving. Finally, we dive into the factors affecting the...
Today’s video discusses a mounting set of bullish indicators such as the possibility of near-term clarity on spot Bitcoin ETF approvals, a potential local peak in interest rates, and improving liquidity conditions, presenting an appealing case for a crypto rally. For our latest Crypto Strategy note click Here. https://vimeo. com/873921551/83d8ba2451? share=copy
Today’s video discusses Bitcoin's recent outperformance compared to traditional equities amid recent macro turmoil, with correlations suggesting a complete decoupling from key macro indicators. We also present two altcoins potentially set to capitalize on emerging trends in RWA and SocialFi. For our latest Crypto Strategy note click here. https://vimeo. com/871671504/8a23549a7b? share=copy
Today’s video discusses the latest developments surrounding Ether and Bitcoin ETFs, a potential peak in rates, and improved seasonality, providing us with a more constructive stance on crypto prices as we enter Q4. For our latest Crypto Strategy note click here. https://vimeo. com/869679769/0295b21960? share=copy