Crypto Research
Crypto - Comments
Despite Rising Fear, Near-Term Risk/Reward Is Getting More Attractive as Crypto Breadth Resets, Midterms Approach, the QRA Offers a Potential Catalyst, and BTC Nears Key 50W & 200D MAs
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 1.37% QQQ 0.53% PS: If you are enjoying our service and its evidence-based...
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Binance Hack Puts >$3B of Assets at Risk, but No Meaningful Solvency Risk Is Expected, While the Market Absorption Test Begins and the Case for Non-Custodial Infrastructure Strengthens
BOTTOM LINE: This is likely the largest crypto hack on record, but the key distinction is that it does not currently appear to be a...
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Credit Stress Continues to Build, but Several Catalysts Could Help Resolve the Growth Scare & Give Crypto a Boost, Plus a Big Week for Privacy-Adjacent Projects
PROGRAMMING NOTE: I will be out of the office next week. If there are any market emergencies I will do my best to provide some...
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Rate Vol and Credit Finally Move in the Right Direction, Miners Look Like They Are Finding a Low, SOL May Have Cleared an Underappreciated Supply Overhang
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 1.37% SOL 2.21% SPCX 3.94% PS: If you are enjoying our service and its...
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BTC Remains Resilient, AI Credit Stress Shows Early Signs of Stabilizing, Alt Froth Continues to Clear
TICKERS IN THIS VIDEO: BTC 1.37% ETH 1.84% MSTR 3.50% CRWV 7.38% PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star...
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Bad News Is Failing to Break BTC, AI Financing Concerns Ease, and I Think the Odds Favor a Move Higher
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 1.37% CRWV 7.38% MSTR 3.50% CYPH 9.59% PS: If you are enjoying our service and...
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Remaining Patient Tactically, but BTC Strength Amid Today’s Chaos Was Notable, AI CapEx Stress Hits Miners
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat Tickers in this video: BTC 1.37% MSTR 3.50% STRC 0.61% CRWV 7.38% PS: If you are enjoying our service and...
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QRA on 11/4 Could Accelerate Operation Treasury Twist, MSCI Likely To Approve Anti-DAT Framework This Week, Watching STRC Volumes For Demand Into Ex-Dividend
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 1.37% MSTR 3.50% STRC 0.61% QQQ 0.53% PS: If you are enjoying our service and...
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Some More Thoughts on AI Breaking Crypto: The Memetic Risk Is Real, but I’m Skeptical Any Technical Risk Is Imminent
FRAMING THE RISKFirst off, the advances in mathematics coming out of the frontier labs have been remarkable. I would not be surprised if government-funded research...
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FIGR Approaches a Compelling Entry, Crypto Deleverages, But Rate Vol Looks Like It’s Starting to Roll Over
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 1.37% ETH 1.84% BMNR 5.18% FIGR -0.50% PS: If you are enjoying our service and...
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