Asset Appearances
Macro Minute Video
Video: Macro Minute: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO_:_ Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this...
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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
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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Upticks
Upticks - June 2026
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSDelta Air Lines (DAL 0.11% - $93.66)Allstate (ALL -0.78% - $237.94)Iron Mountain Inc. (IRM 1.07% - $126.31) UPTICKS DELETIONSGilead Sciences...
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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
Bearish Narratives Ease But Crypto Still Struggles to Attract Buyers, SpaceX Does Over $1B of Volume on Hyperliquid
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% HYPE -6.91% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a...
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Crypto - Comments
Risk/Reward Less Compelling Than Q1 Drawdown, Taking Additional Profits in HYPE and Miners (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Unconvinced the Selloff Is Done, Taking Some Profits in HYPE/PURR (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Strategy Sells BTC, Perpetual Futures Moving Onshore Expands HYPE TAM, Tactical Setup Improving for Majors
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% COIN 9.76% HOOD 6.89% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Struggles Despite Favorable Macro, HYPE Supply Overhang Fading, Still Favor Flexibility + Leaning Into Winners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Macro Minute Video
Video: Macro Minute: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO_:_ Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this...
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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
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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Upticks
Upticks - June 2026
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSDelta Air Lines (DAL 0.11% - $93.66)Allstate (ALL -0.78% - $237.94)Iron Mountain Inc. (IRM 1.07% - $126.31) UPTICKS DELETIONSGilead Sciences...
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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
Bearish Narratives Ease But Crypto Still Struggles to Attract Buyers, SpaceX Does Over $1B of Volume on Hyperliquid
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% HYPE -6.91% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a...
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Crypto - Comments
Risk/Reward Less Compelling Than Q1 Drawdown, Taking Additional Profits in HYPE and Miners (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Unconvinced the Selloff Is Done, Taking Some Profits in HYPE/PURR (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Strategy Sells BTC, Perpetual Futures Moving Onshore Expands HYPE TAM, Tactical Setup Improving for Majors
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% COIN 9.76% HOOD 6.89% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Struggles Despite Favorable Macro, HYPE Supply Overhang Fading, Still Favor Flexibility + Leaning Into Winners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Macro Minute Video
Video: Macro Minute: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO_:_ Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this...
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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
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
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
Bearish Narratives Ease But Crypto Still Struggles to Attract Buyers, SpaceX Does Over $1B of Volume on Hyperliquid
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% HYPE -6.91% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a...
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Crypto - Comments
Risk/Reward Less Compelling Than Q1 Drawdown, Taking Additional Profits in HYPE and Miners (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Unconvinced the Selloff Is Done, Taking Some Profits in HYPE/PURR (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave...
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Crypto - Comments
Strategy Sells BTC, Perpetual Futures Moving Onshore Expands HYPE TAM, Tactical Setup Improving for Majors
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% STRC 1.03% MSTR 4.47% COIN 9.76% HOOD 6.89% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Struggles Despite Favorable Macro, HYPE Supply Overhang Fading, Still Favor Flexibility + Leaning Into Winners
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% STRC 1.03% IBIT 2.01% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
Parabolic HYPE Rally Continues, Not Rushing to Reduce Exposure
TICKERS IN THIS VIDEO: BTC -0.63% ETH -0.98% SOL -1.24% HYPE -6.91% PURR 0.01% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a...
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