HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Introduction of David as a special guest and first client of Harmonic Insights</li><li>Discussion on market dynamics, including non-US equities, Bitcoin, and gold</li><li>Focus on oil's volatility, with a 9% drop in the last five days and recent events impacting Bitcoin</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Introduction of David as a special guest and first client of Harmonic InsightsDiscussion on market dynamics, including non-US equities, Bitcoin, and goldFocus on oil's volatility, with a 9% drop in the last five days and recent events impacting BitcoinThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

"The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted

J Capital Research

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Thematic (Sector/Industry)

<ul><li>This week, we review the troubled history of Gryphon Digital Mining (GRYP), the reverse-merger partner of Hut 8’s (HUT) new spin-off, American Bitcoin, soon to trade on Nasdaq as ABTC.</li><li>HUT will own 80% of the spin-off. GRYP is the junior partner in the deal; its shareholders get 2% of the spin-off.</li><li>But there is magic somewhere in the numbers: based on GRYP's own current market cap, the 2% allocation implies a valuation for American Bitcoin that is more than twice the current market cap for all of HUT—even though most of its ABTC's operations are still currently contained in HUT as a majority owned subsidiary.</li></ul>

This week, we review the troubled history of Gryphon Digital Mining (GRYP), the reverse-merger partner of Hut 8’s (HUT) new spin-off, American Bitcoin, soon to trade on Nasdaq as ABTC.HUT will own 80% of the spin-off. GRYP is the junior partner in the deal; its shareholders get 2% of the spin-off.But there is magic somewhere in the numbers: based on GRYP's own current market cap, the 2% allocation implies a valuation for American Bitcoin that is more than twice the current market cap for all of HUT—even though most of its ABTC's operations are still currently contained in HUT as a majority owned subsidiary.

<ul><li>The speaker discusses events surrounding the downgrade of the US economy and the response from government officials</li><li>The speaker highlights the increasing adoption and performance of bitcoin compared to traditional assets like gold</li><li>The discussion transitions to the business efforts and partnership of Lisa and Dan, who met at a Houston bitcoin meetup in 2021.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The speaker discusses events surrounding the downgrade of the US economy and the response from government officialsThe speaker highlights the increasing adoption and performance of bitcoin compared to traditional assets like goldThe discussion transitions to the business efforts and partnership of Lisa and Dan, who met at a Houston bitcoin meetup in 2021.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Morning from Europe.</li><li>Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by the extent of market moves when these impulsive threats are announced on Truth Social — and markets remain poor at assessing the “realistic outcomes” of this approach.</li><li>On Friday, markets at one point priced in a 40–60% probability that 50% tariffs on the EU would actually take effect on June 1.</li></ul>

Morning from Europe.Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by the extent of market moves when these impulsive threats are announced on Truth Social — and markets remain poor at assessing the “realistic outcomes” of this approach.On Friday, markets at one point priced in a 40–60% probability that 50% tariffs on the EU would actually take effect on June 1.

Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems

<ul><li>Morning from Copenhagen ahead of a big week.</li><li>I was coincidentally sitting in front of the screens when Moody’s announced its downgrade of the US late in the Friday session, and the timing was admittedly peculiar—with just 5–10 minutes left of futures trading before the closing bell.</li><li>Back in August 2023, when Fitch downgraded the US, it did spark a mild risk-off environment, with the long end of the yield curve continuing its upward trend.</li></ul>

Morning from Copenhagen ahead of a big week.I was coincidentally sitting in front of the screens when Moody’s announced its downgrade of the US late in the Friday session, and the timing was admittedly peculiar—with just 5–10 minutes left of futures trading before the closing bell.Back in August 2023, when Fitch downgraded the US, it did spark a mild risk-off environment, with the long end of the yield curve continuing its upward trend.

Steno Signals #197 – The Mood(Y)’s Is Bad in the Fiat

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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"The Data Bottleneck in Quant Finance — and How to Break It" With David Forino, CTO of Quanted

Harmonic Insights discusses market journey with special guest, highlighting recent news, significant market moves, and market dynamics, emphasizing...

William Mann

Crypto Hustle

This week, we review the troubled history of Gryphon Digital Mining (GRYP), the reverse-merger partner of Hut 8’s (HUT) new spin-off, American...

J Capital Research

Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI

Crystal played a key role in organizing an event at the Coronado Club where Dr. Adam Back spoke on the topic of bitcoin energy and AI, as Lisa and...

William Mann

Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems

Morning from Europe. Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by...

Steno Research

Steno Signals #197 – The Mood(Y)’s Is Bad in the Fiat

Morning from Copenhagen ahead of a big week. I was coincidentally sitting in front of the screens when Moody’s announced its downgrade of the US...

Steno Research

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