Asset Appearances
Crypto - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - Crypto Strategy
Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto
Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk...
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Crypto - Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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Crypto - Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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Crypto - Crypto Strategy
A Historically Momentous Week, Increasing ETH Exposure
IMMINENT 19B-4 APPROVAL SEEMS LIKELY Up until yesterday, we were quite bearish about the prospects of a spot ETH ETF approval. Our off-the-record conversations with...
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Crypto - Crypto Strategy
CPI Opens the Liquidity Floodgates
FLOWS RETURNING TO THE MARKET Last week, we discussed how our base case remained that conditions for liquidity-sensitive assets like crypto would improve in the...
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Crypto - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto
Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
STX Remains Compelling Beta Exposure, Miners to Outperform in Lower Rate Environment
RATE EXPECTATIONS MOVING LOWER Last week, we discussed how rate expectations were a barrier to crypto moving higher and that we anticipate continued non-recessionary but...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
SOL Supply Dynamics Improved, BTC Correlations Suggest Changing Market Dynamics
GOX RISK OVERBLOWN In a piece in late April, we noted a high likelihood that Mt. Gox repayments would begin toward the end of May...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
A Historically Momentous Week, Increasing ETH Exposure
IMMINENT 19B-4 APPROVAL SEEMS LIKELY Up until yesterday, we were quite bearish about the prospects of a spot ETH ETF approval. Our off-the-record conversations with...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Crypto Strategy
CPI Opens the Liquidity Floodgates
FLOWS RETURNING TO THE MARKET Last week, we discussed how our base case remained that conditions for liquidity-sensitive assets like crypto would improve in the...
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You currently can unlock 2 Crypto reports this month.
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