Crypto Crisp: Crypto vs. Macro
It comes as no surprise that we have been bearish on the crypto market in recent weeks. However, the market seems indifferent to our stance. The...
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Crypto Crisp: Is That All, Hong Kong?
Unfortunately, it is not only Monday, but we have also found ourselves on the wrong side of the crypto market over the weekend. In Thursday’s...
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Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
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Crypto Moves #26 – What Goes Up Must Come Down
The crypto market has experienced a second-to-none year so far. Now, as summer begins, it may be a good time to unwind with a Gin & Tonic and...
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Crypto Crisp: Stripe Returns to Crypto
It is no surprise that we have maintained a bullish stance in crypto over the past month, given the uptick in US dollar liquidity and the easing...
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