In Mondayโs letter, we made the case that the market has successfully resolved higher from the post-ETF consolidation. This came after a number of data sets suggested we had seen a reset in the consensus bullish sentiment and positioning in...
In last weekโs letter, we argued that a once-crowded bullish sentiment had cooled down in a bull market reset. We also put forward the case that crypto markets were at an inflection point between capitulation or reacceleration. Over the last...
As crypto markets continue to churn sideways following the Bitcoin spot ETF approvals, positioning data suggests a once-crowded consensus bullish sentiment has cooled down. This comes within the context of Bitcoin retesting its long-term...
Last week, we saw bulls step in to defend critical short-term levels of interest.
Bitcoin closed the week up 11.50%, while Ethereum posted an 11% gain. With much of this historically choppy month behind us, these markets are pushing to the...
Different market environments are conducive to certain scans and less so to others.
Coming off this perilous winter, strategies identifying short opportunities have been greatly rewarded. And, throughout the pandemic, it was the complete...