Crypto
Bull Narratives Beware of the Macro Cycle
As bull cases re-emerge, remember to always consider the shifting macro backdrop
Lessons Learned in 2022
We highlight the six lessons we learned in 2022.
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.
Bitcoin and Time Horizons
Bridge protocols, Bitcoin's investment time horizons, and New addresses momentum.
DeFi's Liquidity Issues and BTC's Market Value to Realized Value
Breaking down the Crypto Sell-Off, the MVRV, and the Ethereum Merge.
Capitalism at Work
We look at what recent price performance implies for the future of BTC, and explain the Luna and Terra collapse.
Bitcoin in Q1: Outperforming Risk-On Assets
Despite the range-bound price performance, there is plenty to learn from Q1.
Bitcoin: The Macro Decoupling
We analyse the potential for Bitcoin to decouple from the current macro narrative.
Bitcoin: Look at 2021 to Get 2022 Right
We look at what Bitcoin and Web 3.0 did in 2021.
Don't Fear All-Time Highs
Investing at new All-Time Highs has historically brought good results to investors.
The Race to a Bitcoin ETF
We might have the first US Bitcoin ETF being approved as early as next week.
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.