Crypto

Diego Tremiterra
Crypto
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Bull Narratives Beware of the Macro Cycle

As bull cases re-emerge, remember to always consider the shifting macro backdrop

Diego Tremiterra
Crypto
Members Public

Lessons Learned in 2022

We highlight the six lessons we learned in 2022.

Diego Tremiterra
Crypto
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Bitcoin: The Bull and The Bear

We clarify the bull and bear arguments you’re likely to hear about in this part of the cycle.

Diego Tremiterra
Crypto
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Bitcoin and Time Horizons

Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.

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
Crypto
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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
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
Crypto
Members Public

Bitcoin: The Macro Decoupling

We analyse the potential for Bitcoin to decouple from the current macro narrative.

Diego Tremiterra
Crypto
Members Public

Bitcoin: Look at 2021 to Get 2022 Right

We look at what Bitcoin and Web 3.0 did in 2021.

Diego Tremiterra
Crypto
Members Public

Don't Fear All-Time Highs

Investing at new All-Time Highs has historically brought good results to investors.

Diego Tremiterra
Crypto
Members Public

The Race to a Bitcoin ETF

We might have the first US Bitcoin ETF being approved as early as next week.

Diego Tremiterra
Crypto
Members Public

Improving Collateral and the Excitement Behind NFTs

Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.