Taking a Tactical Look

Louis Sykes
January 18, 2023

We did it.

We've flipped the book long.

With Bitcoin $BTC and Ethereum $ETH reclaiming their prior-cycle highs, we even went as far as arguing that this recent move represents a structural regime shift for the asset class.

In our view, both the short and intermediate-term trends have now definitively shifted higher.

This comes within the context of a slew of risk-on developments in traditional markets.

 

 

 

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