Prices as of 2026-09-04 16:20:55 ET
Ticker Appearances
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
Google CapEx Guidance Should Be a Tailwind for Miners, Clarity Negotiations Continue
GOOGLE INCREASES CAPEX GUIDANCE BY $15B: Possibly the biggest development for markets today came from Google's earnings release. Beyond strong operating results, management raised 2026...
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Crypto - Comments
Clarity Momentum Builds, BTC Breaks Out Without Strategy, Miners Continue to Lead
CLARITY ACT SEES MEANINGFUL PROGRESS: Regulatory momentum continues to build, with Senators Thom Tillis and Angela Alsobrooks outlining a compromise on stablecoin yield language. The...
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Crypto - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - Crypto Strategy
Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto
Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk...
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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
Google CapEx Guidance Should Be a Tailwind for Miners, Clarity Negotiations Continue
GOOGLE INCREASES CAPEX GUIDANCE BY $15B: Possibly the biggest development for markets today came from Google's earnings release. Beyond strong operating results, management raised 2026...
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Crypto - Comments
Clarity Momentum Builds, BTC Breaks Out Without Strategy, Miners Continue to Lead
CLARITY ACT SEES MEANINGFUL PROGRESS: Regulatory momentum continues to build, with Senators Thom Tillis and Angela Alsobrooks outlining a compromise on stablecoin yield language. The...
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