In the short term there are a couple of things that urge us to tactically rein in our bullishness, not least that there is so much complacency in markets, at least as defined by volatility. Furthermore, the dollar has just sharply strengthened – should we be nervous about liquidity conditions?
The emergence of Bitcoin Finance is a huge thing, because it shows this is a platform for a genuinely decentralised financial system. As we keep repeating, bitcoin is going to be much more than simply “digital gold”.
Is AI all it’s cracked up to be, or is simply an elaborate marketing trick? We think “no”, and “partly”. It’s also another temptation for asset managers who don’t really want to manage assets.
- Technical Rationalising the volatility collapse, the retracement gap, latest on gold, (Micro)Strategy underperforms
- On-Chain Should we be worried by long term BTC holders selling? Ethereum activity on the rise
- Macro Dollar strength and low volatility – headwinds ahead?
- AI notes AI and: fund management, marketing trick, bitcoin mining
- Decentralised Disrupters The emergence of Bitcoin Finance (BTCFi)
- CryptoTutor Perpetual Futures are huge in crypto…what are they and how do they work?
