Crypto Crisp: Your Move, Gary Gensler
We have entered the week before the U.S. Securities and Exchange Commission (SEC) must decide on VanEck’s Ethereum spot ETF application, with a...
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Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
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Crypto Moves #27 – Rollups Leave Ethereum in the Dust
On March 13, nearly two months ago, Ethereum implemented its most significant upgrade in the past 20 months, marking a notable development since...
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Crypto Crisp: Is That All, Hong Kong?
Unfortunately, it is not only Monday, but we have also found ourselves on the wrong side of the crypto market over the weekend. In Thursday’s...
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Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
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