We analyse the potential for Bitcoin to decouple from the current macro narrative
What if we already reached peak hawkish sentiment?
Why Does This Map Matter?
All you need to know about the current conflict between Russia and Ukraine
We look back at what we've written over the past monthWe look back at what we've written over the past month
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis
Peak profit margins and hawkish environment increase the downside risk of the liquidity trade, which still has a lot more to go
The US is leaving the Middle East, whilst Asia is becoming more dependent on it.
Labeling impact funds correctly matters more than you might think
We look at what Bitcoin and Web 3.0 did in 2021
We look at what the USD did in 2021 and make the case for 2022
We look back at what we've written over the past year