Diego Tremiterra

Diego Tremiterra

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
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.

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.