Crypto has held up remarkably well during a period of elevated financial and geopolitical risk. We explore potential reasons behind this, and are reminded of the value of sound money in a fragmented world.
MARKET UPDATE
- Crypto outperforms in a risk-off environment
- Lack of correlation argues for inclusion to diversified portfolios
- Bitcoin vs gold – the biggest crash to date
- Miner selling starts to taper
MACRO
- A short war will be bullish
- “Waging War Against God”
- Institutional cowardice
- Bad money started this – the case for sound money
- Outlook for markets
- Risks – policy error and growing liquidity concerns
- Using the VIX as a timing tool for crypto
- When to buy Gold?
CRYPTOVERSE
- The continued growth of stablecoins
- AI and bitcoin
- The World Mobile equity announcement is bullish, not bearish, for the token
