The Federal Reserve remains marginally dovish as it tapers its quantitative tightening program.
Weekly Market Commentary
May 3, 2024
Miner revenues remain elevated post-halving and the Bitcoin ecosystem heats up.
Weekly Market Commentary
Apr 26, 2024
Near term hawkish conditions have driven recent narratives, though long term positioning remains optimistic.
Weekly Market Commentary
Apr 19, 2024
Markets are searching for catalysts post halving to sustain the 1Q24 rally, though we think macro factors are likely to have an overweight role in the short term.
Monthly Outlook
Apr 18, 2024