Lessons Learned in 2022
We highlight the six lessons we learned in 2022.
The Case for a Soft Landing in the US
We lay out a four-step process that showcases how a US soft landing could materialize.
Bear Markets: How to Identify a Bottom
We highlight a framework that helps us get a sense of what round of the current bear market we are in.
Bitcoin: The Bull and The Bear
We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.
Q3 Markets Update: A Cross-Asset Bear Market
We look back at what happened over the last 9 months of the year.
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.