Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
Feb 13, 2025
• 6
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AERO
9.16%
AI
-1.78%
BONK
2.21%
BTC
1.33%
DOGE
2.86%
ETH
1.44%
HNT
2.16%
JTO
7.37%
RAY
3.06%
SOL
1.53%
USDC
-0.02%
VIRTUAL
2.94%
XRP
3.11%
BITF
BITW
-0.17%
BTBT
-0.02%
CIFR
-4.51%
CLSK
+0.72%
COIN
+3.72%
CORZ
-3.28%
HIVE
+1.12%
HOOD
+11.64%
HUT
+0.57%
IREN
-0.08%
MARA
+2.35%
MSTR
+4.91%
RIOT
-1.77%
SMLR
WGMI
-2.02%
WULF
-3.09%
Core Strategy
With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated. While regulatory developments and institutional adoption continue to bolster the medium- to long-term outlook, no immediate “good news” seems likely. Nevertheless, we still expect crypto to outperform this year. Until we see flows return to crypto, raising cash/trimming altcoin positions appears prudent (BTC dominance higher).