Crypto Research
Crypto - Comments
Clarity Faces Mounting Political Headwinds, But a Compromise Remains Possible, Real Yields Continue to Tighten Financial Conditions
TICKERS IN THIS VIDEO: BTC -2.08% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
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Crypto - Comments
Google CapEx Guidance Should Be a Tailwind for Miners, Clarity Negotiations Continue
GOOGLE INCREASES CAPEX GUIDANCE BY $15B: Possibly the biggest development for markets today came from Google's earnings release. Beyond strong operating results, management raised 2026...
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Crypto - Comments
Miner Bounce Underway, Yields Bear Watching But Clarity Still the Near-Term Driver for Crypto, Adding FIGR (Portfolio Rebalance)
MINERS RESPOND Last Thursday, I argued that the selloff across the mining complex was beginning to look exhausted. At the time, the market had reacted...
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Crypto - Comments
Miner Selloff Looks Increasingly Exhausted, Trump's Clarity Meeting Could Drive Headline Risk
THE AI COMPLEX FACES ANOTHER EFFICIENCY SCARE The biggest development today was the accelerating selloff across AI infrastructure beneficiaries, including the miners held within our...
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Crypto - Comments
ETH's Relative Strength Deserves Attention, Clarity Odds May Be Better Than Markets Appreciate
COOL CPI SHOULD HELP REVERSE SOME OF THE HAWKISH REPRICING The biggest development today was the June CPI report, which came in materially cooler than...
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Crypto - Comments
Explaining the Current Regime in One Chart
THE CURRENT REGIME STILL FAVORS EQUITIES OVER BTC: A lot of ink has been spilled trying to explain why stocks are pushing to new highs...
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Crypto - Comments
The Tactical Case for Crypto Remains Strong, Clarity Faces an UphillBattle, HOOD Quietly Becoming Best Public Market Exposure to Prediction Markets
TICKERS IN THIS VIDEO: HOOD -7.04% SECZ ______________________________ 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
Crypto's Relative Strength Faces a New Test as Geopolitical Risk Re-Emerges
CRYPTO WAS QUIETLY OUTPERFORMING BEFORE GEOPOLITICAL HEADLINES EMERGED: Today's price action was shaping up to be another encouraging session for crypto. Overnight weakness largely reflected...
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Crypto - Comments
Strong Reversal on Strategy News Increases Odds This Bounce Extends, Adding Risk to Both Portfolios (Portfolio Rebalance)
That said, I think the more important takeaway was the market's response. BTC initially sold off nearly 4% before recovering throughout the U.S. session and...
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Crypto - Comments
Strategy Overhang Continues to Ease, Labor Data Revives the Dovish Narrative, Securitize Screens Rich Following de-SPAC Debut
STRC CONTINUES TO MOVE IN THE RIGHT DIRECTION: One of the more encouraging developments over the past several sessions has been the continued recovery in...
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