Data Still Points Higher Near-Term, HYPE Continues to lead
Apr 10, 2026
• 2
Min Read
Discussed in today's video:
Still a Bear Market Rally, But Not One to Fade Yet: I continue to view this as a bear market rally, but I am not rushing to fade it. Yesterday, we made minor adjustments to model portfolios, moving some BTC further out on the risk curve. Financial Conditions Easing at the Margin: We have seen spreads tighten, VIX and MOVE roll over, and overall financial conditions improve. This has been a key tailwind for crypto. The relationship between BTC and crude has also shifted, further suggesting markets can look past immediate geopolitical risks and benefit from in...