Can the EU move away from Russian imports? We break it down for you.
We look back at what markets did in the first half of the year and highlight the main themes for the second half.
We look back at what we've written over the past month.
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.
Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back
We look back at what we've written over the past month.
We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.
We look back at what we've written over the past month.
Despite the range-bound price performance, there is plenty to learn from Q1.
We dive into the main themes coming out of Q1'22.
We look back at what we've written over the past month.
‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary.