Crypto Research
Crypto - Comments
Adding to Miners After Clearing CPI Hurdle, FIGR Earnings Could Drive a Rerating (Portfolio Rebalance)
ADDING SOME RISK BACK TO MINERS CPI came in roughly on target today, which was enough for me to begin adding some risk back to...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Miner Risk/Reward Becoming More Compelling, CPI + Next ERCOT Meeting Are Key Catalysts, SEC Begins Moving Forward on Crypto Rules
TICKERS IN THIS VIDEO: BTC -0.69% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Dovish Jobs Print Supports Constructive Near-Term View, Clarity Is Not Happening Before Recess, Cloudflare Could Unlock a New Source of Stablecoin Growth
DOVISH JOBS PRINT IMPROVES THE NEAR-TERM SETUP Today's jobs report was clearly dovish. The U.S. economy lost 23K jobs in July, prior months were revised...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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. 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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
MSCI Consultation Creates Another Headwind for MSTR Common Stock, Texas Audit Adds Hurdle for Certain Miners, HYPE Should Benefit from Tech Stock Recovery
MSCI PROPOSES EXCLUDING DATS FROM GLOBAL INDEXES MSCI announced yesterday that it is conducting a consultation on a proposal to classify non-operating companies as ineligible...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
SA Liquidation Looks Like Genuine “Capitulation,” Look to HYPE as Expression of Any Tech Stock Recovery, White House Receives Revised Ethics Language Setting Up Potential Headline Risk
SITUATIONAL AWARENESS BECOMES FORCED SELLER OF MINERS The most interesting development in markets today was undoubtedly within the AI infrastructure complex, where reports confirmed that...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Fed Lets the Market Do the Tightening, Duration-Sensitive Miners Remain Under Pressure
MY TLDR ON FED: The Fed held rates steady, but I think the more important takeaway was Chairman Warsh’s continued effort to reduce forward guidance...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
Crypto - Comments
Senate Passing Clarity by Recess Unlikely But Signs of Progress Emerge, HYPE Weakness Likely Tied to Tech Selloff, SK Hynix Miss Could Portend Local Bottom in Miners
INCREMENTAL PROGRESS ON CLARITY: While the probability of the Clarity Act passing before the Senate’s August recess remains low, today brought a couple of incremental...
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] => 2 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
