Asset Appearances
Crypto - Crypto Strategy
Kraken Down on Custodial Staking
KRAKEN DOWN ON STAKING AS A SERVICE On Wednesday, Brian Armstrong, the CEO of Coinbase, tweeted that he heard rumors that the U.S. Securities and...
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Crypto - Crypto Strategy
Market Trips on LSDs
CARNAGE GIVES WAY TO INDIFFERENCE There are few cohorts of people more excited to turn the page to a new year than crypto investors. After...
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Crypto - Crypto Strategy
It Smells Like Something is Burning
EARNINGS REVISITED Below is a chart that is both slightly jarring and fairly intuitive at the same time. The jarring aspect is obviously the rapid...
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Crypto - Crypto Strategy
High Beta Merge Ideas
DATA DUMP Last week, we discussed the market’s positive reaction to the deluge of negative economic data. Despite a continued murky economic outlook, risk assets...
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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
The Tide Pulling Out
THE BLOODBATH The bloodbath that has persisted for the better part of the past seven months continued this weekend, with the market shedding an additional...
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Crypto - Crypto Strategy
Kraken Down on Custodial Staking
KRAKEN DOWN ON STAKING AS A SERVICE On Wednesday, Brian Armstrong, the CEO of Coinbase, tweeted that he heard rumors that the U.S. Securities and...
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Crypto - Crypto Strategy
Market Trips on LSDs
CARNAGE GIVES WAY TO INDIFFERENCE There are few cohorts of people more excited to turn the page to a new year than crypto investors. After...
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Crypto - Crypto Strategy
It Smells Like Something is Burning
EARNINGS REVISITED Below is a chart that is both slightly jarring and fairly intuitive at the same time. The jarring aspect is obviously the rapid...
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Crypto - Crypto Strategy
High Beta Merge Ideas
DATA DUMP Last week, we discussed the market’s positive reaction to the deluge of negative economic data. Despite a continued murky economic outlook, risk assets...
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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
The Tide Pulling Out
THE BLOODBATH The bloodbath that has persisted for the better part of the past seven months continued this weekend, with the market shedding an additional...
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