Asset Appearances
Crypto - Crypto Research
Markets Drop to Start Q4, EigenLayer Token Goes Live
MARKET UPDATE Markets are selling off in the first day of Q4, fueled by geopolitical fears as tensions rise in the mid-east. The SPY -2.25% and...
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Crypto - Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...
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Crypto - Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
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Crypto - Crypto Strategy
New Minipools Just in Time for Summer
LOOKS LIKE A PAUSE The Federal Reserve approved its 10th interest rate increase in just over a year, raising the Fed funds rate by 0.25...
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Crypto - Crypto Strategy
Taking Some Chips Off the Table (Core Strategy Rebalance)
TACKLING THE DEBT CEILING RISK _NET LIQUIDITY REFRESH_ A major theme of this year has revolved around the shifting landscape of global liquidity. Stimulus measures...
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Crypto - Crypto Strategy
Buying the News
ETH MOVING SHANGHIGHER As we mentioned last week, the market was overly pessimistic regarding the supply-side effects of the upcoming Ethereum staking withdrawals. Factors such...
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Crypto - Crypto Strategy
Bullish Unlocks
SHAPELLA ARRIVES We are now less than a week away from staking withdrawals being enabled on the Ethereum network. We have been discussing this topic...
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Crypto - Crypto Strategy
The Way You MOVE
BOND VOLATILITY MOVING LOWER IS GOOD FOR LIQUIDITY Over the past few weeks, we have discussed how the ongoing banking crisis, the Fed's language shift...
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Crypto - Crypto Strategy
Liquidity Rising
DOVISH FED STATEMENT On Wednesday, the Federal Reserve raised the target Fed Funds rate range by 25 basis points (BPS), marking the ninth increase in...
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Crypto - Crypto Strategy
QT, We Hardly Knew Ya
IT MIGHT NOT “TECHNICALLY” BE QE, BUT QT IS OVER A common refrain among Bitcoin advocates has been “short the banks, long BTC.” Over the...
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Crypto - Crypto Research
Markets Drop to Start Q4, EigenLayer Token Goes Live
MARKET UPDATE Markets are selling off in the first day of Q4, fueled by geopolitical fears as tensions rise in the mid-east. The SPY -2.25% and...
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Crypto - Crypto Strategy
ETH ETFs Could See $5B in First 5 Months (Core Strategy Rebalance)
LESSONS FROM OPEC We have witnessed a significant market panic partially related to formerly locked BTC hitting the order books. The major sources of supply...
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Crypto - Crypto Strategy
LDO Risk/Reward Looks Good Here, Immediate-term Macro Picture Still Uncertain (Core Strategy Rebalance)
FLOWS AND SENTIMENT STILL SUBDUED Last week, we received a better-than-expected CPI print, but the DXY continued to move higher due to global weakness and...
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Crypto - Crypto Strategy
New Minipools Just in Time for Summer
LOOKS LIKE A PAUSE The Federal Reserve approved its 10th interest rate increase in just over a year, raising the Fed funds rate by 0.25...
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Crypto - Crypto Strategy
Taking Some Chips Off the Table (Core Strategy Rebalance)
TACKLING THE DEBT CEILING RISK _NET LIQUIDITY REFRESH_ A major theme of this year has revolved around the shifting landscape of global liquidity. Stimulus measures...
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Crypto - Crypto Strategy
Buying the News
ETH MOVING SHANGHIGHER As we mentioned last week, the market was overly pessimistic regarding the supply-side effects of the upcoming Ethereum staking withdrawals. Factors such...
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Crypto - Crypto Strategy
Bullish Unlocks
SHAPELLA ARRIVES We are now less than a week away from staking withdrawals being enabled on the Ethereum network. We have been discussing this topic...
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Crypto - Crypto Strategy
The Way You MOVE
BOND VOLATILITY MOVING LOWER IS GOOD FOR LIQUIDITY Over the past few weeks, we have discussed how the ongoing banking crisis, the Fed's language shift...
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Crypto - Crypto Strategy
Liquidity Rising
DOVISH FED STATEMENT On Wednesday, the Federal Reserve raised the target Fed Funds rate range by 25 basis points (BPS), marking the ninth increase in...
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Crypto - Crypto Strategy
QT, We Hardly Knew Ya
IT MIGHT NOT “TECHNICALLY” BE QE, BUT QT IS OVER A common refrain among Bitcoin advocates has been “short the banks, long BTC.” Over the...
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Crypto - Comments
Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)
In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is...
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