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Several weeks ago we flagged long Galaxy / short Coinbase as a compelling pair trade. The thesis: the market would reprice Galaxy's AI data center business while discounting Coinbase's crypto exposure. That re-rating is now underway, and the divergence is widening. Meanwhile, Robinhood is breaking out of a multi-month consolidation (flagged last week), decoupling from Bitcoin entirely. This week's note covers all major crypto equities, the Fed's hawkish pivot, and the next moves.
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