Asset Appearances
First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
Crypto - Comments
ZEC Enters Price Discovery, BTC 50-Week MA Breakout Generally Precedes Rapid Continuation, HOOD Catalysts Starting to Get Recognized by the Market
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 0.17% ZEC -0.65% CYPH 7.05% HOOD -2.26% ______________________________ PS: If you are enjoying our service...
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Crypto - Comments
Warsh Delivers Hawkish Jackson Hole Message, But Rising Yields Could Bring the Treasury Put Back Into Focus, SOL Gets a Meaningful Supply-Side Tailwind
Fed Chair Warsh delivered a decidedly hawkish message at Jackson Hole, pushing back on the idea that financial conditions are restrictive and suggesting weaker payroll...
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Crypto - Comments
Adding Risk as Post-Squeeze Follow-Through Remains Constructive, ZEC/CYPH Added to Model Portfolios (Portfolio Rebalance)
HOTTER PCE DOES LITTLE TO CHANGE THE MACRO VIEW Core PCE came in slightly hotter than expected today, continuing to show a somewhat less constructive...
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First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Doubles Down on YCC-Lite Signal, Spot Flows Appear to Be Supporting the Rally Post-Squeeze, SOL Has an Overlooked Weekend Catalyst
TREASURY DOUBLES DOWN ON YESTERDAY’S SIGNAL Crypto continued to rally today despite a more challenging backdrop across traditional markets. Equities traded lower and yields retraced...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
Crypto - Comments
ZEC Enters Price Discovery, BTC 50-Week MA Breakout Generally Precedes Rapid Continuation, HOOD Catalysts Starting to Get Recognized by the Market
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 0.17% ZEC -0.65% CYPH 7.05% HOOD -2.26% ______________________________ PS: If you are enjoying our service...
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Crypto - Comments
Warsh Delivers Hawkish Jackson Hole Message, But Rising Yields Could Bring the Treasury Put Back Into Focus, SOL Gets a Meaningful Supply-Side Tailwind
Fed Chair Warsh delivered a decidedly hawkish message at Jackson Hole, pushing back on the idea that financial conditions are restrictive and suggesting weaker payroll...
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You have viewed the limit of 2 Crypto reports for free this month.
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Crypto - Comments
Adding Risk as Post-Squeeze Follow-Through Remains Constructive, ZEC/CYPH Added to Model Portfolios (Portfolio Rebalance)
HOTTER PCE DOES LITTLE TO CHANGE THE MACRO VIEW Core PCE came in slightly hotter than expected today, continuing to show a somewhat less constructive...
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First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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You have viewed the limit of 2 Macro reports for free this month.
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Doubles Down on YCC-Lite Signal, Spot Flows Appear to Be Supporting the Rally Post-Squeeze, SOL Has an Overlooked Weekend Catalyst
TREASURY DOUBLES DOWN ON YESTERDAY’S SIGNAL Crypto continued to rally today despite a more challenging backdrop across traditional markets. Equities traded lower and yields retraced...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
Crypto - Comments
ZEC Enters Price Discovery, BTC 50-Week MA Breakout Generally Precedes Rapid Continuation, HOOD Catalysts Starting to Get Recognized by the Market
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 0.17% ZEC -0.65% CYPH 7.05% HOOD -2.26% ______________________________ PS: If you are enjoying our service...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
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Crypto - Comments
Warsh Delivers Hawkish Jackson Hole Message, But Rising Yields Could Bring the Treasury Put Back Into Focus, SOL Gets a Meaningful Supply-Side Tailwind
Fed Chair Warsh delivered a decidedly hawkish message at Jackson Hole, pushing back on the idea that financial conditions are restrictive and suggesting weaker payroll...
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You have viewed the limit of 2 Crypto reports for free this month.
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Crypto - Comments
Adding Risk as Post-Squeeze Follow-Through Remains Constructive, ZEC/CYPH Added to Model Portfolios (Portfolio Rebalance)
HOTTER PCE DOES LITTLE TO CHANGE THE MACRO VIEW Core PCE came in slightly hotter than expected today, continuing to show a somewhat less constructive...
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You have viewed the limit of 2 Crypto reports for free this month.
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First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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You have viewed the limit of 2 Macro reports for free this month.
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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You have viewed the limit of 2 Macro reports for free this month.
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Doubles Down on YCC-Lite Signal, Spot Flows Appear to Be Supporting the Rally Post-Squeeze, SOL Has an Overlooked Weekend Catalyst
TREASURY DOUBLES DOWN ON YESTERDAY’S SIGNAL Crypto continued to rally today despite a more challenging backdrop across traditional markets. Equities traded lower and yields retraced...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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