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Indices
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Focus on specific segments, such as decentralized finance (DeFi), enterprise blockchain, and more.
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Gamestop (Nasdaq: GME) announced plans to raise $1.3B through convertible notes with a 0% coupon and a five-year maturity, mimicking Strategy’s (MSTR) leveraged Bitcoin accumulation strategy. While this could propel Gamestop’s stock to new highs, the initial reaction saw a pullback following gains from its previous announcement of adding cryptocurrencies to its investable universe. If more companies adopt this strategy, Bitcoin demand could rise sharply, though competition may dilute Strategy’s dominance, potentially limiting its ability to leverage debt for further accumulation.
Meanwhile, ETF netflows continue to diverge, with Ethereum experiencing another day of small outflows (-$6M) while Bitcoin sees a moderate increase in inflows (+$90M). Institutional inflows remain subdued, but the uptick in trading volume is a promising indicator. A sustained rise in trading activity could signal renewed momentum in the crypto market.
Market action remained muted, with Bitcoin holding above $87,000, Ethereum dipping 2% to $2,030, and Solana retracing from a $145 high to $138. Select altcoins are showing strength, reinforcing our view that the next altseason will produce selective winners rather than broad-based rallies.
Outlook and Positioning
With market momentum stalling after a strong rebound, all eyes are on upcoming U.S. GDP growth and core PCE inflation reports due today and tomorrow. Given recent macroeconomic data releases triggering price declines, we recommend a temporary reduction in crypto exposure ahead of these data points.
We maintain our current portfolio positioning:
