Diego Tremiterra

Diego Tremiterra

Diego Tremiterra
Markets
Members Public

Q3 Markets Update: A Cross-Asset Bear Market

We look back at what happened over the last 9 months of the year.

Diego Tremiterra
Markets
Members Public

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.

Diego Tremiterra
Crypto
Members Public

Bitcoin and Time Horizons

Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.

Diego Tremiterra
Editorial
Members Public

The EU and Its Russian Energy Dependence

Can the EU move away from Russian imports? We break it down for you.

Diego Tremiterra
Recap
Members Public

July at Lykeion

We look back at what we've written over the past month.

Diego Tremiterra
Markets
Members Public

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.

Diego Tremiterra
Recap
Members Public

June at Lykeion

We look back at what we've written over the past month.

Diego Tremiterra
Crypto
Members Public

DeFi's Liquidity Issues and BTC's Market Value to Realized Value

Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.

Diego Tremiterra
Markets
Members Public

Market Sell-Off: What's Next?

Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back

Diego Tremiterra
Recap
Members Public

May at Lykeion

We look back at what we've written over the past month.

Diego Tremiterra
Crypto
Members Public

Capitalism at Work

We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.

Diego Tremiterra
Recap
Members Public

April at Lykeion

We look back at what we've written over the past month.