Asset Appearances
First Word
Fed Chair Warsh chose violence by raising +25bp. Recovery in stocks Thursday affirms this max hawkish stance is a positive setup into month-end.
This past Wednesday, Fed Chair Warsh chose "violence" taking a maximum hawkish stance on inflation and stocks sold off sharply closing down -1%. Thursday, equity...
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Crypto - Comments
Fed Delivers a Hawkish Hike, But Crypto Holds Firm (Good Sign) as Treasury Tension Builds, ZEC Continues to Offer Idiosyncratic Upside
PORTFOLIOS Source: Artemis, Bloomberg, Fundstrat Source: Artemis, Bloomberg, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Clarity Concessions Improve Cloture Odds, Fed Hawkishness Leaves Room for a Dovish Surprise, STRC Nears Par
PORTFOLIOS Source: Bloomberg, Fundstrat, Artemis Source: Bloomberg, Fundstrat, Artemis TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Fed Hike Scare Intensifies, but Crypto Resilience Leaves Significant Upside if CPI Cooperates
Tickers in this video: ETH 5.51% BTC 7.05% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review...
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Crypto - Comments
Treasury Buyback Catalyst Approaches, BTC Options Signal Growing Upside Demand, Golden Cross Supports Intermediate-Term Bull Case
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% ______________________________ PS: If you are enjoying our service and its...
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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...
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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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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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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Macro Minute Video
Video: Macro Minute: 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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First Word
Fed Chair Warsh chose violence by raising +25bp. Recovery in stocks Thursday affirms this max hawkish stance is a positive setup into month-end.
This past Wednesday, Fed Chair Warsh chose "violence" taking a maximum hawkish stance on inflation and stocks sold off sharply closing down -1%. Thursday, equity...
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Crypto - Comments
Fed Delivers a Hawkish Hike, But Crypto Holds Firm (Good Sign) as Treasury Tension Builds, ZEC Continues to Offer Idiosyncratic Upside
PORTFOLIOS Source: Artemis, Bloomberg, Fundstrat Source: Artemis, Bloomberg, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Clarity Concessions Improve Cloture Odds, Fed Hawkishness Leaves Room for a Dovish Surprise, STRC Nears Par
PORTFOLIOS Source: Bloomberg, Fundstrat, Artemis Source: Bloomberg, Fundstrat, Artemis TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Fed Hike Scare Intensifies, but Crypto Resilience Leaves Significant Upside if CPI Cooperates
Tickers in this video: ETH 5.51% BTC 7.05% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review...
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Crypto - Comments
Treasury Buyback Catalyst Approaches, BTC Options Signal Growing Upside Demand, Golden Cross Supports Intermediate-Term Bull Case
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% ______________________________ PS: If you are enjoying our service and its...
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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...
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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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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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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Macro Minute Video
Video: Macro Minute: 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
Fed Delivers a Hawkish Hike, But Crypto Holds Firm (Good Sign) as Treasury Tension Builds, ZEC Continues to Offer Idiosyncratic Upside
PORTFOLIOS Source: Artemis, Bloomberg, Fundstrat Source: Artemis, Bloomberg, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Clarity Concessions Improve Cloture Odds, Fed Hawkishness Leaves Room for a Dovish Surprise, STRC Nears Par
PORTFOLIOS Source: Bloomberg, Fundstrat, Artemis Source: Bloomberg, Fundstrat, Artemis TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% STRC 0.35% ______________________________ PS: If you are enjoying our service and...
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Crypto - Comments
Fed Hike Scare Intensifies, but Crypto Resilience Leaves Significant Upside if CPI Cooperates
Tickers in this video: ETH 5.51% BTC 7.05% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review...
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Crypto - Comments
Treasury Buyback Catalyst Approaches, BTC Options Signal Growing Upside Demand, Golden Cross Supports Intermediate-Term Bull Case
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC 7.05% ETH 5.51% ______________________________ PS: If you are enjoying our service and its...
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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...
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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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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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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Macro Minute Video
Video: Macro Minute: 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 Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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