Improving Collateral and the Excitement Behind NFTs
Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.
Infinite Inflows, China’s Tech Crackdown, and Increased OPEC Pricing Power
Record-high equity inflows promise a continued liquidity bonanza for markets, while the oil supply and demand imbalance is likely to grow more acute than what consensus expects.
Bitcoin Fundamentals Still Look Healthy
Despite a challenging Q2 price performance, BTC fundamentals continue to highlight healthy developments.
Mid-Summer Inflation Update
Economic and markets indicators are telling us two different stories about inflation.
Tapering, The Return of Growth, and Oil's 7-Years High
Tapering is not yet an issue, growth is timidly coming back and oil is near 7 years high.
Cryptos and Energy Consumption; Here We Go Again
The energy debate is not new and is brought up in every crypto market cycle.
Bitcoin: Focus on the Halving Cycle
Bitcoin’s still up +320% in the last 12 months.
Healthier Positioning, Green Politics, and Carbon Allowances
Positioning in the market has become less extreme, especially ahead of what has historically been a lower return period for the stock market.
Gold Miners and Energy Alternatives
The reflation trade is still alive, gold miners may provide an outsized opportunity, and the low carbon emission economy is becoming an important long-term economic driver of prices.
Bitcoin Foundations Without Tribalism
We need to approach this space with an open mind and without being overly tribalistic.
The Acceleration of Retail Participation
Asset price performance has been quite solid across the board and the Yield Curve has continued its steepening, with rates in the long end getting closer to 2%.
2020: Financial Markets in Retrospective
US Tech, Gold, and Bitcoin did very well, whilst the US Dollar and Crude Oil were the big losers of the year.