Into Year End, It’s All About Policy Makers
With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.
Bitcoin and Time Horizons
Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.
The EU and Its Russian Energy Dependence
Can the EU move away from Russian imports? We break it down for you.
July at Lykeion
We look back at what we've written over the past month.
Markets in 2H: Earnings Downgrades and Margin Compression
We look back at what markets did in the first half of the year and highlight the main themes for the second half.
June at Lykeion
We look back at what we've written over the past month.
DeFi's Liquidity Issues and BTC's Market Value to Realized Value
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.
Market Sell-Off: What's Next?
Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back
May at Lykeion
We look back at what we've written over the past month.
Capitalism at Work
We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.
April at Lykeion
We look back at what we've written over the past month.
Bitcoin in Q1: Outperforming Risk-On Assets
Despite the range-bound price performance, there is plenty to learn from Q1.