Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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Crypto Crisp: “There Is No Second Place”
Do we even need to mention the most significant news from last week? Probably not. However, here is a brief summary: the U.S. Securities and...
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Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
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Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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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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