Analyzing the latest macro insights and investment ideas in the digital asset space.
14 Sep 2023 2 minute read 8 comments ulriklykke
The U.S. Consumer Price Index (CPI) rose 3.7% year-over-year in August, slightly higher than the 3.6% forecast by economists. Core inflation, which excludes the volatile costs of energy and food, continued to trend downward, recording a year-over-yea...
8 Sep 2023 3 minute read 1 comment ulriklykke
I’m slowly getting tired of writing about the Fed's aggressive rate hike that has been rambling on since March 2022. The fact of the matter is that we are slowly but surely inching closer to the target 2%. Right now, realtime data from Truflation sho...
1 Sep 2023 7 minute read 1 comment ulriklykke
Cryptocurrency adoption has steadily increased over the years, with both individuals and institutions claiming a share in this growing ecosystem. According to the most recent crypto ownership survey by Finbold, 10.2% of the global population using th...
30 Aug 2023 2 minute read 1 comment ulriklykke
The probability of a U.S.-based Bitcoin spot ETF increased yesterday as Grayscale Investment Trust won its case against the SEC.The question remains whether the backwind is enough for us to expect an American Bitcoin ETF anytime soon. The Macro Pictu...
25 Aug 2023 2 minute read 0 comments ulriklykke
The US labor market might finally be cooling down! A recent report by the Bureau of Labor Statistics revised new job projections downward by 306,000 positions. In the wake of those signs of weakness, we must assume it will be more difficult for the F...
21 Aug 2023 6 minute read 1 comment ulriklykke
With more than 3 billion gamers worldwide, the gaming industry does not need to validate itself anymore. But what’s interesting is how this sector has started to form an intersection with the crypto scene - Particularly NFTs and the Metaverse. A rece...
17 Aug 2023 2 minute read 0 comments ulriklykke
Summer holidays still on. Liquidity thin, and we are all getting bored. The US stock rally has taken a beating over the last few weeks even with CPI numbers yet again surprised positively with the year-over-year number coming in at 3.2% contrary to 3...
14 Aug 2023 6 minute read 1 comment ulriklykke
The fourth industrial revolution (4IR) is upon us, and blockchain technology is swiftly becoming a game changing ingredient in its passing, not only for the financial sector but also for several other industries. However, before delving into the spec...
9 Aug 2023 2 minute read 1 comment ulriklykke
Sentiment is running high but I doubt we are out of the woods The S&P500 has continued its upward trajectory, surging by 3.11% in July, while the cumulative gains over the past 3 months stand at 10.06%. Obviously, the Fed’s indication that it might p...
5 Aug 2023 2 minute read 5 comments ulriklykke
There’s mixed feelings about the US Economy currently. One one side, the US dollar gained terrain against six major currencies, marking a three-week high. These positive gains came against the backdrop of relatively strong data on the US manufacturin...
