Calls
2
Andre Drago
Head of Research, Bitwise Europe
Win Rate
100.0%
return
+2.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 11
$63130.60
+1.7%
Bitcoin has already done most of its correction and trades at the lowest 10% of historic valuations according to metrics like MVRV. It recently showed resilience by recovering weekend losses while the NASDAQ plunged, indicating the market recognizes its value relative to overvalued semiconductors and AI stocks. ETP flows are likely to reverse in the coming weeks, providing a catalyst.
Crypto Assets
Short
Jul 02
$627.77
+2.4%
The AI bubble is extreme with semiconductor valuations at or above all-time highs, and the new hawkish Fed stance under Trump's appointed chair creates tightening financial conditions that will be a headwind for AI stocks, potentially causing a correction.
Thematic ETFs
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Andre Drago has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: BTC, ALTCOINS, SMH.
