We highlight the six lessons we learned in 2022.
We lay out a four-step process that showcases how a US soft landing could materialize.
We highlight a framework that helps us get a sense of what round of the current bear market we are in.
We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.
We look back at what happened over the last 9 months of the year.
With an energy crisis, elections, geopolitical risks and ramping inflation, policy makers will have plenty of tough decisions to make into year-end.
Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.
Can the EU move away from Russian imports? We break it down for you.
We look back at what we've written over the past month.
We look back at what markets did in the first half of the year and highlight the main themes for the second half.
We look back at what we've written over the past month.
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.