Diego Tremiterra

Diego Tremiterra

Diego Tremiterra
Recap
Members Public

April at Lykeion

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

Diego Tremiterra
Crypto
Members Public

Bitcoin in Q1: Outperforming Risk-On Assets

Despite the range-bound price performance, there is plenty to learn from Q1.

Diego Tremiterra
Markets
Members Public

Markets in Q1: Inflation, Energy, and De-Globalization

We dive into the main themes coming out of Q1'22.

Diego Tremiterra
Recap
Members Public

March at Lykeion

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

Diego Tremiterra
Editorial
Members Public

The Weaponization of Money and Finance

‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary.

Diego Tremiterra
Recap
Members Public

February at Lykeion

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

Diego Tremiterra
Crypto
Members Public

Bitcoin: The Macro Decoupling

We analyse the potential for Bitcoin to decouple from the current macro narrative.

Diego Tremiterra
Members Public

January at Lykeion

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

Diego Tremiterra
Markets
Members Public

Higher Rates, Peak Margins, and How We're Allocating

Peak profit margins and hawkish environment increase the downside risk of the liquidity trade, which still has a lot more to go.

Diego Tremiterra
Crypto
Members Public

Bitcoin: Look at 2021 to Get 2022 Right

We look at what Bitcoin and Web 3.0 did in 2021.

Diego Tremiterra
Recap
Members Public

2021 at Lykeion

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

Diego Tremiterra
Recap
Members Public

November at Lykeion

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