Crypto Moves #57 – The Most Vital Onchain Metrics for Adoption
I have mentioned this before, and I am happy to emphasize it once again: the supply of block space far exceeds demand. There is simply not enough...
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2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon
Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025
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Steno Signals #176 – Will 2025 be 2007 or 2021 all over again?
Welcome to my weekly editorial, where I assess the big-picture macro landscape, explore potential risks, and identify the next narrative for...
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Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation
It should come as no surprise that inflation dominated headlines throughout 2022 and 2023. This was largely because central banks around the...
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Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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