Analyzing the latest macro insights and investment ideas in the digital asset space.
4 Dec 2023 6 minute read 0 comments ulriklykke
In this exclusive piece, we delve into the latest trends in crypto adoption to provide a concise overview of the developments over the past year as we emerge from the crypto winter. Here is a rundown of the highlights: Crypto Adoption rates dropped i...
1 Dec 2023 2 minute read 1 comment ulriklykke
In Q3, the U.S. economy outpaced expectations, experiencing a robust growth with an annualised GDP growth of 5.2%.This surpassed the estimate by Dow Jones of 4.9% by a good margin, and should be good for overall sentiment in the equities markets. Ho...
23 Nov 2023 2 minute read 1 comment ulriklykke
The last week has been filled with more management drama than I can remember for any individual week. Most notably with the back-and-forth between OpenAI and Sam Altman, who first got fired and later re-hired. The crypto economy faced drama of its...
22 Nov 2023 4 minute read 0 comments ulriklykke
Every four years, the Bitcoin blockchain undergoes what is popularly known as “the halvening” or “the halving” event: A fundamental event where the rate of distribution of BTC will be cut in half. Initially, when Bitcoin was launched in 2009, miners...
17 Nov 2023 2 minute read 2 comments ulriklykke
October has been the best month for crypto for all of 2023, with bitcoin’s price jumping from $26.5K to well beyond $37K. This renewed optimism, driven by the expectations of a spot Bitcoin ETF approval in the U.S., has injected fresh positivity int...
10 Nov 2023 2 minute read 2 comments ulriklykke
Following the Fed’s decision last week to leave the fund rate unchanged (5.25% - 5.5%), the 10-year Treasury yield has cooled down to slightly above 4.6%. At this point “no news is good news” for monetary policy, and there’s even a chance that we wil...
10 Nov 2023 8 minute read 2 comments ulriklykke
Key Takeaways Market Overview: The crypto market has seen a remarkable surge in Q4, with Bitcoin's price rising over 25%, and the total market capitalization reaching $1.3 trillion, in contrast to Q3's stagnation. Trading Volume Declined in Q3: Tra...
2 Nov 2023 4 minute read 0 comments ulriklykke
Just two days ago, Bitcoin’s whitepaper turned 15 years old. Much has happened since those very first days, however, Bitcoin’s original promise on decentralisation and independence still stands strong.Getting here has been no easy path. Since incepti...
27 Oct 2023 3 minute read 0 comments ulriklykke
China's economy has encountered significant challenges in recent months, becoming a focal point of discussions within the global financial community. Several noteworthy developments in China that warrants attention: Real Estate ReckoningChina's re...
20 Oct 2023 2 minute read 1 comment ulriklykke
Security remains one of the biggest challenges in the digital asset industry; In 2022 alone, the total value of crypto stolen through hacks amounted to $3.8 billion. While this figure is down 77% as of June 2023 compared to the same period last year,...
