Hotter than anticipated inflation continues to put pressure on risk assets including cryptocurrencies, though such effects have been seemingly short lived.
Weekly Market Commentary
Apr 12, 2024
Markets have turned more hawkish in anticipation of higher rates for longer, while debates are sparking among major DeFi communities.
Weekly Market Commentary
Apr 5, 2024
Crypto markets are holding up well with a favorable 2Q24 setup in our view, while the competition for onchain derivatives is heating up.
Weekly Market Commentary
Mar 29, 2024
Spot bitcoin ETFs have their second week of negative outflows, though the macro environment remains amenable for more inflows following the FOMC meeting.
Weekly Market Commentary
Mar 22, 2024