Portfolio Update: Selective in Global Stocks, Commodities, Underweight Bonds
Breakdown of our global multi-asset portfolios with performance and positioning. We're overweight stocks and commodities and underweight bonds,...
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The Rules Just Changed For Crypto
The SEC, in coordination with the CFTC, released a landmark 68-page regulatory taxonomy on March 17, explicitly naming 16 cryptocurrencies as...
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The Evolution of the Multi-Asset Wealth Manager in the Digital Asset Era
Generational regime change: We are entering the largest intergenerational wealth transfer in history (US$83.5 trillion), creating a massive...
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Whale's Market Outlook 2026: Crypto Majors, Perp DEXs, and Prediction Markets
In 2025, Bitcoin presents an apparent contradiction that has reignited debate around the validity of the 4-year cycle theory. Historically, the...
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Whale's Tracking - Reassessment
In this week’s global macro backdrop, investors are being forced to reassess the premiumbehind “American exceptionalism”. With the Trump...
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