The EU and Its Russian Energy Dependence
Can the EU move away from Russian imports? We break it down for you.
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.
June at Lykeion
We look back at what we've written over the past month.
DeFi's Liquidity Issues and BTC's Market Value to Realized Value
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.
Market Sell-Off: What's Next?
Quantitative Tightening, Market Sell-Off, and the Corporate Put is Back
May at Lykeion
We look back at what we've written over the past month.
Capitalism at Work
We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.
April at Lykeion
We look back at what we've written over the past month.
Bitcoin in Q1: Outperforming Risk-On Assets
Despite the range-bound price performance, there is plenty to learn from Q1.
Markets in Q1: Inflation, Energy, and De-Globalization
We dive into the main themes coming out of Q1'22.
March at Lykeion
We look back at what we've written over the past month.
The Weaponization of Money and Finance
‘Temporary’ changes to the rule of law during times of crisis have rarely remained temporary.