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.
The energy debate is not new and is brought up in every crypto market cycle.
Positioning in the market has become less extreme, especially ahead of what has historically been a lower return period for the stock market.
The reflation trade is still alive, gold miners may provide an outsized opportunity, and the low carbon emission economy is becoming an important long-term economic driver of prices.
We need to approach this space with an open mind and without being overly tribalistic.
Asset price performance has been quite solid across the board and the Yield Curve has continued its steepening, with rates in the long end getting closer to 2%.