Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Bitcoin to Continue Outshining Gold In 2024

BTC Bull Run Preempts Other Digital Assets

In A Bitcoin Frenzy; Long BTC Miners & Short BTC

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Cross Asset Strategy

<ul>
<li>BTC tailwinds remain strong with strong ETF demand driving spot buying. </li>
<li>Volatile price action last week caused sharp liquidations and flushed leverage from BTC markets, since then, BTC has traded in a narrowing range</li>
<li>During periods of consolidation, BTC/ETH spread has favored ETH and during sharp moves, it has favored BTC. </li>
</ul>


BTC tailwinds remain strong with strong ETF demand driving spot buying. 
Volatile price action last week caused sharp liquidations and flushed leverage from BTC markets, since then, BTC has traded in a narrowing range
During periods of consolidation, BTC/ETH spread has favored ETH and during sharp moves, it has favored BTC. 


After Bitcoin’s Stunning Rally. What Next?