Crypto Research
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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Crypto - Comments
Adding Risk as Post-Squeeze Follow-Through Remains Constructive, ZEC/CYPH Added to Model Portfolios (Portfolio Rebalance)
HOTTER PCE DOES LITTLE TO CHANGE THE MACRO VIEW Core PCE came in slightly hotter than expected today, continuing to show a somewhat less constructive...
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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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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
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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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
BTC Short Covering Drives a Strong Bounce, 1st Percentile Realized Vol Suggests BTC Overdue for Significant Move
SHORT COVERING HELPS BTC FINALLY JOIN THE RALLY Today was an interesting tape. Major equity indices traded lower, while AI CapEx beneficiaries and precious metals...
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Crypto - Comments
Inflation Data Supports Continuation in Recent Leaders, FIGR Earnings Validate the Rerating Thesis, SEC Meeting on Deck
INFLATION DATA SUPPORTS CONTINUATION IN RECENT LEADERS PPI came in slightly below expectations today, following yesterday’s benign CPI print. Core inflation remains above where the...
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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...
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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 -1.53% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
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