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| Platform | Pricing | Freemium | Publishes | Daily | |
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Before the Consensus Catches Up
Four Crypto Stocks We’d Buy For the Next 6-12 Months
Before the Consensus Catches Up
Most investors seem to have been caught off guard by Q2 earnings and management guidance, with nearly every crypto stock declining after reporting. Expectations should already have been low; Bitcoin fell 14%...
Before the Consensus Catches Up
Following the late-July 2026 FOMC meeting, bond traders were convinced the Fed would hike rates in September, with market pricing implying two hikes by year-end. We disagreed as it seemed too high a bar for...
One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.
Thanks to everyone who took the time to meet us at our London and Berlin drinks events; i...
Before the Consensus Catches Up
The Bitcoin options market was a clear driver of upside leverage into the October 2025 rally, but positioning today looks vastly different than it did nine months ago. Bitcoin has done almost nothing since e...
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