Prices as of 2026-07-22 16:20:55 ET
Ticker Appearances
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
Miner Bounce Underway, Yields Bear Watching But Clarity Still the Near-Term Driver for Crypto, Adding FIGR (Portfolio Rebalance)
MINERS RESPOND Last Thursday, I argued that the selloff across the mining complex was beginning to look exhausted. At the time, the market had reacted...
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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 - Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
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Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis April 2024
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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First Word
Exiting Feb, S&P 500 +7% YTD. Next key decision point is Feb CPI on March 12. Beware of "residual seasonality"
VIDEO: We discuss how the key date is likely March 12, Feb CPI day. The key is the residual seasonal problem in Jan often spills into...
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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
Miner Bounce Underway, Yields Bear Watching But Clarity Still the Near-Term Driver for Crypto, Adding FIGR (Portfolio Rebalance)
MINERS RESPOND Last Thursday, I argued that the selloff across the mining complex was beginning to look exhausted. At the time, the market had reacted...
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