Analyzing the latest macro insights and investment ideas in the digital asset space.
15 Jun 2023 3 minute read 2 comments ulriklykke
Global markets experience a calmer outlook as inflation continues to decrease. The latest US CPI figures came in at 4% year-on-year, recording the lowest reading since March 2021. For the first time in 15 months, the Fed has paused interest rate hike...
8 Jun 2023 2 minute read 3 comments ulriklykke
US stocks rallied last week after the Senate passed a bipartisan deal to extend the $31.4 trillion debt ceiling. At the same time, the US Bureau of Labor and Statistics job report for May came in stronger than expected. 339,000 new jobs were created...
1 Jun 2023 2 minute read 5 comments ulriklykke
Global markets continue to face headwinds as developed economies grapple with persistent inflation, remaining above the desired 2% level. Notably, Germany, the economic powerhouse of Europe, has entered into a recession. The country's economy contrac...
23 May 2023 2 minute read 2 comments ulriklykke
Global markets have experienced mixed reactions over the past week, likely fueled by the uncertainty surrounding the resolution of the US government $31.4 trillion debt ceiling dilemma. As we highlighted in our previous week's newsletter, the US T...
16 May 2023 5 minute read 0 comments ulriklykke
Decentralized Finance (DeFi) yields have been on a free fall since the crypto market peaked in November 2021. But with the bull market hype cooling down, innovators in the DeFi space are pivoting to a new source of yield: Real World Assets (RWAs). Th...
11 May 2023 3 minute read 0 comments ulriklykke
The US Federal Reserve raised rates by 0.25% last week, increasing its benchmark rate to between 5% and 5.25%: the highest since 2007. Although most investors expect that this latest hike will be the last, Fed Chair Jerome Powell has left the door o...
28 Apr 2023 4 minute read 1 comment ulriklykke
Venture capital (VC) has played a crucial role in the growth of the digital asset industry over the past two years. According to data from Pitchbook, VC investments in crypto skyrocketed in 2021, reaching $25.1 billion, which is a sevenfold increase...
27 Apr 2023 2 minute read 1 comment ulriklykke
The US banking system is facing continued turbulence, as First Republic Bank (FRC) becomes the latest casualty. The San Francisco-based bank has seen its shares plummet by over 50% this week, following the release of its first quarter results, which...
13 Apr 2023 2 minute read 2 comments ulriklykke
Global markets acted relatively calm during the shorter week of Good Friday and Easter. However, on Wednesday this week, the markets experienced a renewed sense of excitement following the release of the US Consumer Price Index (CPI) for the month o...
7 Apr 2023 3 minute read 12 comments ulriklykke
The past month has been quite interesting on the global platform as the narrative about the de-dollarization of the world economy continues to gain momentum. Saudi Arabia recently entered into a trade alliance with China, Russia, India, Pakistan, an...
