SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

Discussed in today’s video:

  • Gold’s breakout to all-time highs reinforces our constructive crypto view, as gold strength has historically preceded BTC rallies
  • MSTR inclusion in the S&P 500 remains a 50/50 call but would (obviously) be a material catalyst for both MSTR and BTC if it occurs. Rebalance announcement date is Friday 9/5.
  • The launch of Solana-focused DATs is creating a distinct tailwind, making SOL one of the more attractive tactical opportunities in the current environment
  • Market Survey: In partnership with the Medici Network, we are conducting a client survey on DATs, ETFs, and broader sentiment. Aggregated results will be shared with clients. The survey takes ~5 minutes, and broader participation will make the insights more valuable. Thank you in advance for your participation. CLICK HERE TO COMPLETE THE SURVEY.
SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

Tickers in this video: BTC 0.11% MSTR 0.91% SOL

Disclosures (show)