Dovish Balance Sheet Policy Could Present Tailwind for Crypto into YE
Dec 8, 2025
Discussed in today's video:
ETH/BTC continues to show signs of bottoming alongside persistent small-cap tech strength. MSTR surprised the market with nearly $1B in BTC purchases, funded by roughly $963M of equity and preferred issuance. The stock held up well despite the supply, signaling strong demand and reinforcing the idea that last week’s capitulation may have marked a local low. mNAV multiples are expanding again, suggesting capital is beginning to return to the ecosystem through this channel. FOMC is the major macro event this week. A 25 bps cut is expected, but the focu...Finish reading this report for free
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