Asset Appearances
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
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
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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Crypto - Comments
Crypto Fails to Participate as Strategy Supply Overhang Persists, Circle’s Growth Assumptions Deserve a Reset (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% USDC 0.00% STRC 1.03% MSTR 4.47% CRCL 8.63% QQQ 1.81% ^SPX 0.80% PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
MSTR Increases Reserve to 17.4 Months of Dividends, Formally Makes BTC a Funding Source (This is Overall a Net Positive)
THE COMPANY PRIORITIZED BALANCE SHEET STRENGTH OVER BTC PURCHASES: Perhaps the most important takeaway from today's filing is that management appears willing to prioritize restoring...
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Crypto - Comments
MSTR mNAV Below 1.0x Raises the Stakes for Monday's 8-K, Borrow/Lend and the SOL Ecosystem Show Early Signs of Life
DIVIDEND DISCIPLINE MATTERS MORE THAN GETTING STRC BACK TO PAR: As we approach the next STRC dividend declaration (likely 7/1), one risk worth monitoring is...
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Crypto - Comments
Broad Risk Weakness and a Motivated Seller Push BTC Lower, MU Earnings Could Provide a Bounce to Miners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% MSTR 4.47% IBIT 2.01% MU 12.49% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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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
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
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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Crypto - Comments
Crypto Fails to Participate as Strategy Supply Overhang Persists, Circle’s Growth Assumptions Deserve a Reset (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% USDC 0.00% STRC 1.03% MSTR 4.47% CRCL 8.63% QQQ 1.81% ^SPX 0.80% PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
MSTR Increases Reserve to 17.4 Months of Dividends, Formally Makes BTC a Funding Source (This is Overall a Net Positive)
THE COMPANY PRIORITIZED BALANCE SHEET STRENGTH OVER BTC PURCHASES: Perhaps the most important takeaway from today's filing is that management appears willing to prioritize restoring...
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Crypto - Comments
MSTR mNAV Below 1.0x Raises the Stakes for Monday's 8-K, Borrow/Lend and the SOL Ecosystem Show Early Signs of Life
DIVIDEND DISCIPLINE MATTERS MORE THAN GETTING STRC BACK TO PAR: As we approach the next STRC dividend declaration (likely 7/1), one risk worth monitoring is...
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Crypto - Comments
Broad Risk Weakness and a Motivated Seller Push BTC Lower, MU Earnings Could Provide a Bounce to Miners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% MSTR 4.47% IBIT 2.01% MU 12.49% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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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
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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You currently can unlock 1 Crypto reports this month.
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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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You currently can unlock 1 Crypto reports this month.
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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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Crypto - Comments
Crypto Fails to Participate as Strategy Supply Overhang Persists, Circle’s Growth Assumptions Deserve a Reset (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% USDC 0.00% STRC 1.03% MSTR 4.47% CRCL 8.63% QQQ 1.81% ^SPX 0.80% PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
MSTR Increases Reserve to 17.4 Months of Dividends, Formally Makes BTC a Funding Source (This is Overall a Net Positive)
THE COMPANY PRIORITIZED BALANCE SHEET STRENGTH OVER BTC PURCHASES: Perhaps the most important takeaway from today's filing is that management appears willing to prioritize restoring...
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Crypto - Comments
MSTR mNAV Below 1.0x Raises the Stakes for Monday's 8-K, Borrow/Lend and the SOL Ecosystem Show Early Signs of Life
DIVIDEND DISCIPLINE MATTERS MORE THAN GETTING STRC BACK TO PAR: As we approach the next STRC dividend declaration (likely 7/1), one risk worth monitoring is...
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Crypto - Comments
Broad Risk Weakness and a Motivated Seller Push BTC Lower, MU Earnings Could Provide a Bounce to Miners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% MSTR 4.47% IBIT 2.01% MU 12.49% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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