Diego Tremiterra

Diego Tremiterra

Diego Tremiterra
Crypto
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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.

Diego Tremiterra
Markets
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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.

Diego Tremiterra
Crypto
Members Public

Bitcoin Fundamentals Still Look Healthy

Despite a challenging Q2 price performance, BTC fundamentals continue to highlight healthy developments.

Diego Tremiterra
Editorial
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Mid-Summer Inflation Update

Economic and markets indicators are telling us two different stories about inflation.

Diego Tremiterra
Markets
Members Public

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.

Diego Tremiterra
Crypto
Members Public

Cryptos and Energy Consumption; Here We Go Again

The energy debate is not new and is brought up in every crypto market cycle.

Diego Tremiterra
Crypto
Members Public

Bitcoin: Focus on the Halving Cycle

Bitcoin’s still up +320% in the last 12 months.

Diego Tremiterra
Markets
Members Public

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.

Diego Tremiterra
Markets
Members Public

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.

Diego Tremiterra
Crypto
Members Public

Bitcoin Foundations Without Tribalism

We need to approach this space with an open mind and without being overly tribalistic.

Diego Tremiterra
Markets
Members Public

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%.

Diego Tremiterra
Markets
Members Public

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.