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

After Bitcoin’s Stunning Rally. What Next?

Precious Perspectives Part 1: China’s Silver Scarcity Pushes Silver Higher

In A Bitcoin Frenzy; Long BTC Miners & Short BTC

Spot BTC ETFs Attract $4.3 Billion on Day 1 Paving the Way for Institutional Adoption

Bullion Ballet: Trading the Gold Platinum Ratio

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 faces a bullish outlook with tailwinds from ETF inflows and an upcoming halving. Early signs of a broader cryptocurrency market rally are underway.</li>
<li>Gold prices remain pressured from investor rotation to other assets. Fading recession fears are eroding gold's risk premium. </li>
<li>Cumulative ETF fund flows for bitcoin and gold ETFs highlight the diverging outlook with large inflows to bitcoin ETFs and outflows from gold ETFs. </li>
</ul>


BTC faces a bullish outlook with tailwinds from ETF inflows and an upcoming halving. Early signs of a broader cryptocurrency market rally are underway.
Gold prices remain pressured from investor rotation to other assets. Fading recession fears are eroding gold's risk premium. 
Cumulative ETF fund flows for bitcoin and gold ETFs highlight the diverging outlook with large inflows to bitcoin ETFs and outflows from gold ETFs. 


Bitcoin to Continue Outshining Gold In 2024