PinnedWhy a September cut isn’t good news for the US economyMainstream commentary on the US economy has been mostly optimistic, with assurances that a recession can be avoided with a ‘soft landing’…Sep 1, 2024Sep 1, 2024
PinnedKing dollar, monetary madness, and unsafe havensAs market disorder continues, we look at how dollar strength is impacting assets and currencies, and investigate the origins of this macro…Oct 16, 2022Oct 16, 2022
PinnedHow Citizenship by Investment trends reflect global HNWI investment prioritiesThough the growth of the citizenship by investment industry has continued unabated over the past five years, it has only come to…Dec 14, 2020Dec 14, 2020
Published inThe Capital2024: The year Bitcoin went mainstream — Part 2Part 1 of our recap of Bitcoin developments in 2024 included the launch of US-based spot ETFs, the halving, and increased corporate…5d ago5d ago
Published inThe Capital2024: The year Bitcoin went mainstream — Part 1Bitcoin reached an inflection point in 2024, definitively leaving behind its reputation as a speculative asset and cementing its position…Jan 4Jan 4
Trump’s victory: market reactions and the emerging role of bitcoinThe 2024 US Presidential election culminated in one of the most dramatic and historic political comebacks in American history. Donald J…Nov 30, 2024Nov 30, 2024
Bitcoin adoption: Why institutions are here to stay this timeIt’s tough to keep up with the pace of institutional involvement in bitcoin right now, with Microsoft’s highly anticipated shareholder vote…Nov 1, 2024Nov 1, 2024
Markets React to the Fed’s Jumbo Rate Cut: What’s Next?Well, what a difference a couple of weeks can make in markets.Sep 30, 2024Sep 30, 2024
Trump’s crypto card and the bitcoin strategic reserveAs usual, the sheer number of monthly developments in digital assets bears all the hallmarks of a new technology rubbing up against its…Aug 1, 2024Aug 1, 2024
Why bitcoin is struggling to break out of its boxDespite bitcoin’s rapid appreciation in recent months (up 47% YTD) and a seemingly endless stream of developments pointing to its rising…Jul 1, 2024Jul 1, 2024