5 Things We Watch: USD-flation, Global Inflation, US Labor Market, Japan, Bitcoin
Global macro never sleeps, and this week is no exception. The new year has started off with a blast, and it looks like dynamics all of a sudden...
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Year Ahead for DeFi 2024 (Executive Summary)
EigenLayer protocol reshapes staking paradigm, enhancing utility of staked ETH. Intent-based apps like UniswapX will boost DEX growth, while...
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Is Coinbase Rally Running Out of Steam?
Outperformance during rallies precede brutal corrections. Buy the rumour and sell the news is common in crypto markets. How will Coinbase fare in a...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Portfolio Changes – Fed Exuberance = Equities Neutral, Long Bitcoin
Powell gave investors everything they wanted. We raise the weight of equities and 'front-run' the Bitcoin halving while also adding to gold.
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