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
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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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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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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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
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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Crypto - Comments
Solana Governance Proposals Pass First Hurdle And Could Become a Meaningful Catalyst, MSTR Dividend Coverage Up to 32 Months, CPI Next Big Test for Crypto Complex
The fact that Strategy was able to issue that much common stock with MSTR volumes continuing to decline is also encouraging. It suggests there is...
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
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Crypto - Comments
MSTR Wants STRC Back at $100 (Even if It Means Selling BTC), Setup for Miners Turns More Constructive, Active Solana SIMDs Belong on the Catalyst Radar
Today’s weekly 8-K reveals that MSTR sold 1,638 BTC for approximately $104M and raised another $291M through sales of MSTR common stock. Of the combined...
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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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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
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 3 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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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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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
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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Crypto - Comments
Solana Governance Proposals Pass First Hurdle And Could Become a Meaningful Catalyst, MSTR Dividend Coverage Up to 32 Months, CPI Next Big Test for Crypto Complex
The fact that Strategy was able to issue that much common stock with MSTR volumes continuing to decline is also encouraging. It suggests there is...
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
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Crypto - Comments
MSTR Wants STRC Back at $100 (Even if It Means Selling BTC), Setup for Miners Turns More Constructive, Active Solana SIMDs Belong on the Catalyst Radar
Today’s weekly 8-K reveals that MSTR sold 1,638 BTC for approximately $104M and raised another $291M through sales of MSTR common stock. Of the combined...
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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 have viewed the limit of 3 Crypto reports for free this month.
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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
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 3 Crypto reports for free this month.
To continue reading our research please sign up below.
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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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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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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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 3 Crypto reports for free this month.
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Crypto - Comments
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 3 Crypto reports for free this month.
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Crypto - Comments
Solana Governance Proposals Pass First Hurdle And Could Become a Meaningful Catalyst, MSTR Dividend Coverage Up to 32 Months, CPI Next Big Test for Crypto Complex
The fact that Strategy was able to issue that much common stock with MSTR volumes continuing to decline is also encouraging. It suggests there is...
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You have viewed the limit of 3 Crypto reports for free this month.
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 3 Crypto reports for free this month.
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Crypto - Comments
MSTR Wants STRC Back at $100 (Even if It Means Selling BTC), Setup for Miners Turns More Constructive, Active Solana SIMDs Belong on the Catalyst Radar
Today’s weekly 8-K reveals that MSTR sold 1,638 BTC for approximately $104M and raised another $291M through sales of MSTR common stock. Of the combined...
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You have viewed the limit of 3 Crypto reports for free this month.
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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 have viewed the limit of 3 Crypto reports for free this month.
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