Portfolio Watch: Markets discarding Q2 data due to Dudley?
Welcome to the weekly Positioning Watch, where we assess the past week’s performance of our portfolio. We have generally navigated a tricky week...
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Dog Days of Summer
Market consolidation in the crypto space is a signal of opportunity, with Bitcoin and Ethereum ETFs driving demand and Solana emerging as a...
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Crypto Moves #36 – Give the Ethereum ETFs a Week, Then It Is Up Only
The U.S.-based Ethereum spot ETFs were launched on Tuesday, concluding their second trading session yesterday. Since the launch, Ethereum has...
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Crypto Crisp: We Roll
We roll in more than one way. First, the crypto market has seen substantial gains in the past week, particularly Bitcoin, which is now trading at...
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Crypto Crisp: No Fear, Prices Soar
The crypto market has recently diverged not only from the rapidly improving liquidity conditions in the broader economy but also from various...
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