Asset Appearances
Crypto - Crypto Strategy
Remaining Tactically Cautious
RATES SURGE ON HIGHER FOR LONGER As expected, Fed Chair Powell took to the podium yesterday and kept interest rates unchanged. Concurrently, he unveiled the...
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Crypto - Crypto Strategy
Respecting the Seasonality (Core Strategy Rebalance)
TACTICAL CAUTION Throughout this year, we've been navigating a complex interplay between overarching macro influences and crypto-specific events. Milestones such as BlackRock's ETF application, Ripple's...
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Crypto - Crypto Strategy
The Growing Case for ETH Outperformance in Q4
THE US DOLLAR WRECKING BALL CONTINUES Last week, our near-term outlook remained uncertain, though we leaned toward the possibility that a positive catalyst, such as...
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Crypto - Crypto Strategy
Grayscale Victory Aligning with Increase in Global Liquidity
GRAYSCALE VICTORY As recently discussed, we’ve been awaiting either short-term relief in liquidity conditions—indicated by falling interest rates, a declining DXY, and increasing central bank...
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Crypto - Crypto Strategy
Remaining OPtimistic
HOW WE GOT HERE Looking back over the past month, we found ourselves stuck in unusual stasis. Macro risks were escalating, and negative seasonality was...
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Crypto - Crypto Strategy
ETHTF (Core Strategy Rebalance)
MACRO HAS BEEN WINNING THE BATTLE Last week, we advanced the idea that the recent decline in volatility might be traced to two competing forces:...
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Crypto - Crypto Strategy
Competing Forces
MACRO HEADWINDS VS. IDIOSYNCRATIC TAILWINDS In our prior notes, we highlighted the market's prevailing sideways trend. Over much of the past month, both BTC and...
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Crypto - Crypto Strategy
ETF Prospects Improving (And Not Just for Bitcoin)
YIELD CURVE STEEPENS Over the past week, a flurry of news has led to a significant steepening in the yield curve. The key events:Last Friday,...
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Crypto - Crypto Strategy
Volatility Levels Paint A Bullish Picture
PAINT DRYING Over the past few weeks, watching Bitcoin’s price action has been akin to watching paint dry. Earlier this week, bitcoin’s 30-day realized volatility...
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Crypto - Crypto Strategy
Quantifying the BlackRock Effect
THE PROBABILITY OF ETF APPROVAL As emphasized in previous notes, we view BlackRock's application for a spot ETF as substantial. Regardless of whether an actual...
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Crypto - Crypto Strategy
Remaining Tactically Cautious
RATES SURGE ON HIGHER FOR LONGER As expected, Fed Chair Powell took to the podium yesterday and kept interest rates unchanged. Concurrently, he unveiled the...
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Crypto - Crypto Strategy
Respecting the Seasonality (Core Strategy Rebalance)
TACTICAL CAUTION Throughout this year, we've been navigating a complex interplay between overarching macro influences and crypto-specific events. Milestones such as BlackRock's ETF application, Ripple's...
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Crypto - Crypto Strategy
The Growing Case for ETH Outperformance in Q4
THE US DOLLAR WRECKING BALL CONTINUES Last week, our near-term outlook remained uncertain, though we leaned toward the possibility that a positive catalyst, such as...
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Crypto - Crypto Strategy
Grayscale Victory Aligning with Increase in Global Liquidity
GRAYSCALE VICTORY As recently discussed, we’ve been awaiting either short-term relief in liquidity conditions—indicated by falling interest rates, a declining DXY, and increasing central bank...
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Crypto - Crypto Strategy
Remaining OPtimistic
HOW WE GOT HERE Looking back over the past month, we found ourselves stuck in unusual stasis. Macro risks were escalating, and negative seasonality was...
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Crypto - Crypto Strategy
ETHTF (Core Strategy Rebalance)
MACRO HAS BEEN WINNING THE BATTLE Last week, we advanced the idea that the recent decline in volatility might be traced to two competing forces:...
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Crypto - Crypto Strategy
Competing Forces
MACRO HEADWINDS VS. IDIOSYNCRATIC TAILWINDS In our prior notes, we highlighted the market's prevailing sideways trend. Over much of the past month, both BTC and...
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Crypto - Crypto Strategy
ETF Prospects Improving (And Not Just for Bitcoin)
YIELD CURVE STEEPENS Over the past week, a flurry of news has led to a significant steepening in the yield curve. The key events:Last Friday,...
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Crypto - Crypto Strategy
Volatility Levels Paint A Bullish Picture
PAINT DRYING Over the past few weeks, watching Bitcoin’s price action has been akin to watching paint dry. Earlier this week, bitcoin’s 30-day realized volatility...
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Crypto - Crypto Strategy
Quantifying the BlackRock Effect
THE PROBABILITY OF ETF APPROVAL As emphasized in previous notes, we view BlackRock's application for a spot ETF as substantial. Regardless of whether an actual...
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