In our previous update, we highlighted our views on U.S. growth expectations, our directional view for the dollar, and reiterated our bullish macro outlook. Since then, we have seen further resolution to the U.S. growth scare, which has driven a prevailing rally in the dollar. This significant dollar strength has been a key culprit for […]
Macro Update: The three key risks to watch for in 2025 Read More »
In our last market update we discussed the markets overblown fears that the slowing economy is signaling an imminent recession, along with also looking at the persistent trend in global liquidity. We also expressed our view that economic growth would generally tend to surprise to the upside in Q4, of which the weekly unemployment claims,
Market Update: This macro factor has been suppressing Bitcoin Read More »
In our latest macro update we dove deep into the situation with japan and fears of a slowing US economy. Our view was that the quick selloff in risk assets was a bump in the road caused by an unwinding of leverage and the short volatility trade. We also looked at US and global liquidity
Market Update: Increasing strength in crypto Read More »
Is this the winning layer1 of this crypto cycle? Read More »
A lot has happened in global markets over the last couple of weeks, causing much confusion and uncertainty among investors. A handful of crucial contributors triggered this market sell-off, which was then exacerbated by a few additional elements, all culminating in the fastest downturn for global risk assets since COVID-19. Economic Warning Signs Outside of
What’s next for markets following the Japanese market crash and US economic concerns? Read More »
It’s Official, the launch of multiple Ethereum ETFs is now scheduled for July 23, 2024, with the Chicago Board Options Exchange (CBOE) confirming the date. The U.S. Securities and Exchange Commission (SEC) has approved at least three funds, with indications of up to eight ETFs launching concurrently. The final approval from the SEC is expected
Expectations and Analysis for the Ethereum ETF Launch Read More »
The next big thing in stablecoins Read More »
Buying one of the leading AI tokens Read More »
We’re trading the dip on AKT again Read More »
CAKEs setup is beautiful and we’re taking advantage Read More »
