Crypto Research
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 0.36% ______________________________ 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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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...
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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...
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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...
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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...
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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...
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