Crypto Research
Crypto Research
Ondo Finance – Building Toward an Onchain Prime Brokerage
Ondo-issued tokenized assets surpassed $4B in combined TVL in 2026 as the platform expanded from tokenized Treasuries into stocks, managed portfolios, perpetual futures, and pre-IPO...
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Crypto - Comments
Hot CPI Pushes Fed Pricing in Hawkish Direction as BTC Tests the 200D MA and Crowded Winners Unwind
PORTFOLIOS Source: TradingView, Fundstrat Source: TradingView, Fundstrat TICKERS IN THIS VIDEO: BTC -1.31% ZEC -18.09% HYPE -1.66% VVV PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Lags the Equity Rebound, but the Divergence Is Not Inherently Bearish
PORTFOLIOS Source: TradingView, Fundstrat Source: TradingView, Fundstrat TICKERS IN THIS VIDEO: BTC -1.31% QQQ 1.40% ^SPX PS: If you are enjoying our service and its evidence-based approach,...
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Crypto - Comments
A Violent Reset, Not Yet a Regime Change
TICKERS IN THIS VIDEO: BTC -1.31% ZEC -18.09% ^SPX 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
Election Risk Clears, BTC Holds Its 50W MA and a VIX Crush Flashes a Bullish Signal, State Elections Add a Miner Headwind (Portfolio Rebalance)
ELECTION AND POLICY The past 24 hours were broadly constructive for crypto. The midterms produced a decisive Democratic sweep, but as I discussed heading into...
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Crypto - Comments
Midterms Offer a Risk-Clearing Event With a D Sweep Mostly Priced, R Outperformance Offering Upside Optionality, and the QRA Likely the More Important Factor for Crypto
THOUGHTS ON TONIGHT’S ELECTION There is clearly a lot of nervousness around the midterms, particularly around the possibility that a Democratic sweep increases policy risk...
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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 -1.31% QQQ 1.40% PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
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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Crypto - Comments
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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Crypto - Comments
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 -1.31% SOL -0.56% SPCX -2.52% PS: If you are enjoying our service and its...
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