Market Review
On Wednesday, the FOMC is set to potentially hike another 25bp after a tumultuous past few weeks that have led to a US regional banking crisis. Long...
Nearly a year after the fastest Fed hiking cycle in history, cracks in the ecosystem started to emerge quickly at the end of last week. Silicon Valley......
Over the past few weeks, rate expectations have continued to progressively increase following a series of strong economic data and hotter than expected...
Potential macro headwinds continue to dominate conversations in relation to risk assets. Strong economic data and a leveling off of inflation may move...
More regulatory news came from the SEC last week, which some view as progress towards additional regulatory clarity for digital assets while others have...
Regulatory enforcement actions for retail staking platforms and stablecoin issuers in the digital asset environment have ramped up over the past week...
Bitcoin’s on-chain activity has picked up in recent weeks, thanks to growing utility in emerging markets and the rise of NFT novelty. Both transactions...
Bitcoin will likely close at least +40% on the month, a rare feat for January, historically. This will also likely be Bitcoin’s strongest monthly performance since late 2020. Longer term Bitcoin monthly...
Bitcoin is now +37% YTD, outperforming the S&P 500 by a factor of 10x. Now with both the FTX debacle and tax loss harvesting in the rearview, sentiment...
