We're not interested in buying the China Tech dip - there's plenty of opportunities elsewhere.
Investing at new All-Time Highs has historically brought good results to investors.
We might have the first US Bitcoin ETF being approved as early as next week.
The energy crisis is likely to get worse, and China risks will likely be contained.
Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.
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.
Despite a challenging Q2 price performance, BTC fundamentals continue to highlight healthy developments.
Economic and markets indicators are telling us two different stories about inflation.
Tapering is not yet an issue, growth is timidly coming back and oil is near 7 years high.