Data Still Points Higher Near-Term, HYPE Continues to lead
Apr 10, 2026
• 2
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Discussed in today's video:
Still a Bear Market Rally, But Not One to Fade Yet: I continue to view this as a bear market rally, but I am not rushing to fade it. Yesterday, we made minor adjustments to model portfolios, moving some BTC further out on the risk curve. Financial Conditions Easing at the Margin: We have seen spreads tighten, VIX and MOVE roll over, and overall financial conditions improve. This has been a key tailwind for crypto. The relationship between BTC and crude has also shifted, further suggesting markets can look past immediate geopolitical risks and benefit from in...Finish reading this report for free
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