Crypto - Comments
HYPE Flywheel Strengthens, Broader Flows Softening Post-STRC
TICKERS IN THIS VIDEO: BTC 0.40% ETH -0.22% HYPE 1.84% PURR 10.80% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive...
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Crypto - Comments
MSTR Reserve Questions Emerge, HYPE Benefits from Tokenized Equity Momentum (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC 0.40% HYPE 1.84% STRC 0.40% MSTR -1.46% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive...
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Crypto - Comments
Yields Becoming a Bigger Headwind, Strategy Debt Repurchase Clouds Near-Term STRC Tailwind, HYPE Regulatory Risk Worth Paying For
TICKERS IN THIS VIDEO: BTC 0.40% HYPE 1.84% STRC 0.40% MSTR -1.46% COIN 1.87% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a...
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Crypto - Comments
STRC Likely Raises $1.2B, HYPE Earnings Step-Change Materializes, Clarity Advances
TICKERS IN THIS VIDEO: BTC 0.40% HYPE 1.84% STRC 0.40% COIN 1.87% HOOD -4.01% FIGR -6.53% USDC ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Hot CPI & AI Positioning Unwind Pressure Crypto, Watching STRC Closely into Ex-Dividend Window
TICKERS IN THIS VIDEO: BTC 0.40% STRC 0.40% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review...
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Crypto - Comments
CRCL Leans Into Agentic Finance Story, STRC Flows Reaccelerate Into CPI
TICKERS IN THIS VIDEO: BTC 0.40% CRCL -0.32% STRC 0.40% COIN 1.87%
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Crypto - Comments
Animal Spirits Contained (Mostly) to Tech Stocks, Watching STRC Carefully, ZEC May be a Compelling Add on Dips
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat MARKET THOUGHTS AI STILL DRIVING THE BUS: Another strong day for tech stocks reinforced the idea that AI...
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Crypto - Comments
BTC Faces 200DMA Test as Positioning Heats Up Into STRC Window, Breadth Improving Despite SOL & ETH Lagging
FIRST MEANINGFUL PAUSE AFTER A STRONG WEEK OF PRICE ACTION: Crypto saw its first notable bout of consolidation in about a week, with BTC slipping...
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Crypto - Comments
Clarity Momentum Builds, BTC Breaks Out Without Strategy, Miners Continue to Lead
CLARITY ACT SEES MEANINGFUL PROGRESS: Regulatory momentum continues to build, with Senators Thom Tillis and Angela Alsobrooks outlining a compromise on stablecoin yield language. The...
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Crypto - Comments
AI Capex Overwhelms Macro, Expanding Miner Exposure and Re-Engaging CRCL (Strategy Rebalance)
AI CAPEX DRIVING MARKET LEADERSHIP: The dominant theme continues to be AI. Over the past several weeks, we’ve received a combination of mixed real growth...
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