Video: Macro Minute: The stocks working in 2026 so far sell things that are scarce = our thesis is tracking.

Video: We look at the leaders in 2026 so far, and it is companies that sell something scarce.  The crypto bear market or 'crypto winter' is over.  This is evident in our conversations at the Milken Institute this week as we saw many institutions express interest in buying crypto and by conversations with the key crypto exchanges.

Please click here to view our Macro Minute (duration: 6:05).

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