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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Grayscale Victory Aligning with Increase in Global Liquidity
Today's video discusses implications of Grayscale's landmark victory, the outlook for a Bitcoin spot ETF, DeFi sector regulation, and three major risks that could create...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Crypto Videos
Remaining OPtimistic
Today's video discusses liquidity conditions, two potentially pivotal events, Optimism's outperformance, and what DXY is saying about where the market is headed next. For our...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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:...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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,...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Grayscale Victory Aligning with Increase in Global Liquidity
Today's video discusses implications of Grayscale's landmark victory, the outlook for a Bitcoin spot ETF, DeFi sector regulation, and three major risks that could create...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Crypto Videos
Remaining OPtimistic
Today's video discusses liquidity conditions, two potentially pivotal events, Optimism's outperformance, and what DXY is saying about where the market is headed next. For our...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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:...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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,...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships. Sign up Here!
You currently can unlock 2 Crypto reports this month.
Current usage: Crypto (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 1 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
