Asset Appearances
Crypto - Crypto Strategy
Bank Run (Core Strategy Rebalance)
MOST SIGNIFICANT BANKING FAILURE SINCE THE GFC Our clients know the rationale behind our bullish perspective on crypto this year. Consumer prices are broadly trending...
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Crypto - Crypto Strategy
Don’t Fight Changes in Global Liquidity Conditions (Core Strategy Rebalance)
REGULATORY THREATS MORE BARK THAN BITE (TO ASSET PRICES) Last week we discussed that more regulatory actions would be coming – and they certainly were. On...
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Crypto - Crypto Strategy
Vibe Shift
CRYPTO CONTINUES TO SHOW RELATIVE STRENGTH It was an eventful week in global macro (this is now the default opening line of every note), as...
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Crypto - Crypto Strategy
Dollar Reigns Supreme
FED RAISED RATES ABOVE FUTURES This week, the Fed went ahead and raised interest rates another 75 bps in its attempt to stimy demand and...
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Crypto - Crypto Strategy
Nothing Has Changed Except Price
RISK ASSETS RETREAT (FOR NOW) After several consecutive weeks of bullish price action across risk assets, we have seen markets pull back on both technical...
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Crypto - Crypto Strategy
Good Price on Bad News is Good News
GOOD PRICE ON BAD NEWS IS GOOD NEWS Last week, we discussed the piping-hot inflation print and expected additional volatility around this data point. On...
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Crypto - Crypto Strategy
Hot things: CPI and Solana
CPI STILL HOT Despite oil prices falling and inventories growing, lagging CPI data came in hot this week. It was expected to be an eye-popping...
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Crypto - Crypto Strategy
Things Could Get Weird
MOVING SIDEWAYS To the relief of many crypto investors, the market has mostly churned sideways this week. Volumes have receded following the large selloff a...
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Crypto - Crypto Strategy
Bank Run (Core Strategy Rebalance)
MOST SIGNIFICANT BANKING FAILURE SINCE THE GFC Our clients know the rationale behind our bullish perspective on crypto this year. Consumer prices are broadly trending...
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Crypto - Crypto Strategy
Don’t Fight Changes in Global Liquidity Conditions (Core Strategy Rebalance)
REGULATORY THREATS MORE BARK THAN BITE (TO ASSET PRICES) Last week we discussed that more regulatory actions would be coming – and they certainly were. On...
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Crypto - Crypto Strategy
Vibe Shift
CRYPTO CONTINUES TO SHOW RELATIVE STRENGTH It was an eventful week in global macro (this is now the default opening line of every note), as...
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Crypto - Crypto Strategy
Dollar Reigns Supreme
FED RAISED RATES ABOVE FUTURES This week, the Fed went ahead and raised interest rates another 75 bps in its attempt to stimy demand and...
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Crypto - Crypto Strategy
Nothing Has Changed Except Price
RISK ASSETS RETREAT (FOR NOW) After several consecutive weeks of bullish price action across risk assets, we have seen markets pull back on both technical...
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Crypto - Crypto Strategy
Good Price on Bad News is Good News
GOOD PRICE ON BAD NEWS IS GOOD NEWS Last week, we discussed the piping-hot inflation print and expected additional volatility around this data point. On...
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Crypto - Crypto Strategy
Hot things: CPI and Solana
CPI STILL HOT Despite oil prices falling and inventories growing, lagging CPI data came in hot this week. It was expected to be an eye-popping...
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Crypto - Crypto Strategy
Things Could Get Weird
MOVING SIDEWAYS To the relief of many crypto investors, the market has mostly churned sideways this week. Volumes have receded following the large selloff a...
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