CEO, ByteTree Asset Management

ByteTree Asset Management

Data-Driven Analysis of Cryptocurrency Markets

Kaiko

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

Cross Asset Strategy

<ul>
<li>Compared to everything else, gold is in good shape, but it is competing with the world’s most liquid currency, that now pays a 5.25% yield while inflation is falling.</li>
<li>The $2,000 breakout was exciting, but the price has now stalled.</li>
<li>US consumer price inflation (CPI) was a little softer last month. The latest reading of 4.9% feels much more comfortable than the 9% we suffered last summer.</li>
</ul>


Compared to everything else, gold is in good shape, but it is competing with the world’s most liquid currency, that now pays a 5.25% yield while inflation is falling.
The $2,000 breakout was exciting, but the price has now stalled.
US consumer price inflation (CPI) was a little softer last month. The latest reading of 4.9% feels much more comfortable than the 9% we suffered last summer.


Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Macroeconomics

<ul><li>China's retail sales and industrial production fell short of expectations in April.</li><li>The People's Bank of China (PBOC) has increased long-term liquidity through the medium-term lending facility (MLF).</li><li>The PBOC and the government will likely need to consider implementing monetary and fiscal stimulus to support the economy.</li></ul>

China's retail sales and industrial production fell short of expectations in April.The People's Bank of China (PBOC) has increased long-term liquidity through the medium-term lending facility (MLF).The PBOC and the government will likely need to consider implementing monetary and fiscal stimulus to support the economy.

Ultra-Bond Futures, USDCNY, and Dollar Index

<ul><li>The Asian Dollar Index is down (US Dollar up) 1.7% from 1st -13th February.</li><li>After the initial excitement of China reopening accelerating after the LNY holidays, the CNY weakened by 1.7%, and Yen weakened by nearly 3% during the same period in February.</li><li>The Bloomberg Dollar index is up 1.78%, and the DXY index is up 2.57%.</li></ul>

The Asian Dollar Index is down (US Dollar up) 1.7% from 1st -13th February.After the initial excitement of China reopening accelerating after the LNY holidays, the CNY weakened by 1.7%, and Yen weakened by nearly 3% during the same period in February.The Bloomberg Dollar index is up 1.78%, and the DXY index is up 2.57%.

House of Market Insights, Market Radar

Market Radar

House of Market Insights

Quick market updates and lot of ideas for your investments from a multi-asset portfolio manager working for a family office.

Quick Market Updates

Technical Analysis

Nasdaq-100 Stock Index / Technical Analysis

<ul><li>Nasdaq index is one of the biggest losers of the year: it is down almost 20% YTD. Now the tech index lies on a very interesting support</li><li>In case the index will go below the support 12,000 could be the next interesting level. In any case I see the current price more as a buy area</li><li>After one year of trading in a rectangle, finally Amazon made a breakout, but to the downside (after disappointing earnings and guidance). Not a great signal, and the stock will probably suffer for a while</li></ul>

Nasdaq index is one of the biggest losers of the year: it is down almost 20% YTD. Now the tech index lies on a very interesting supportIn case the index will go below the support 12,000 could be the next interesting level. In any case I see the current price more as a buy areaAfter one year of trading in a rectangle, finally Amazon made a breakout, but to the downside (after disappointing earnings and guidance). Not a great signal, and the stock will probably suffer for a while

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

Crypto

<ul><li>Our short term view for 2025 was boring or scary.</li><li>February threw boring out of the window, in less than two months we have seen trade war scares, politicians launching and rug-pulling memecoins, politicians tweeting about crypto strategic reserves, a massive exchange exploit and downside economic surprises.</li><li>Price action through these events has been scary, at the beginning of February we saw a massive liquidation across cryptoassets, with some remarkable recoveries.</li></ul>

Our short term view for 2025 was boring or scary.February threw boring out of the window, in less than two months we have seen trade war scares, politicians launching and rug-pulling memecoins, politicians tweeting about crypto strategic reserves, a massive exchange exploit and downside economic surprises.Price action through these events has been scary, at the beginning of February we saw a massive liquidation across cryptoassets, with some remarkable recoveries.

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and  major world currencies.  The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>. 

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Dollar Index (DXY CURNCY)

Prepare for the Dollar Rally

Compared to everything else, gold is in good shape, but it is competing with the world’s most liquid currency, that now pays a 5.25% yield while...

ByteTree Asset Management

Ultra-Bond Futures, USDCNY, and Dollar Index

China's retail sales and industrial production fell short of expectations in April. The People's Bank of China (PBOC) has increased long-term...

Untying The Gordian Knot

The Butterfly Effect

After the initial excitement of China reopening accelerating after the LNY holidays, the CNY weakened by 1.7%, and Yen weakened by nearly 3% during...

Untying The Gordian Knot

Charts to Watch #4

Nasdaq index is one of the biggest losers of the year: it is down almost 20% YTD. Now the tech index lies on a very interesting support

Market Radar

End of The "dot-crypto" Era

Price action through these events has been scary, at the beginning of February we saw a massive liquidation across cryptoassets, with some...

Etherbridge

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)