07 Sep 2023
September Outlook: The market is wrong
The market dramatically underestimates the impact of U.S. ETFs. A slow September favor strategic positioning ahead of an October packed with market-moving events. I favor a mix of increased ETH exposure and conservatively leveraged long exposure in BTCPreview
The market dramatically underestimates the impact of U.S. BTC ETFs and, in extension, futures-based ETH ETFs. In September, few catalysts await, offering a solid opportunity for strategic positioning ahead of an October packed with market-moving events. I favor a mix of increased ETH exposure and conservatively leveraged long exposure in BTC.