Analyzing the latest macro insights and investment ideas in the digital asset space.
29 Mar 2023 3 minute read 0 comments ulriklykke
In wake of the latest events we have witnessed in the banking sector with several actors facing liquidity crunches as a result of rapid and large customer redemptions, financial markets have behaved surprisingly calmly over the last week. This is hap...
23 Mar 2023 3 minute read 1 comment ulriklykke
Last week, the global banking sector was dealt another blow when news broke about Credit Suisse's troubles. Despite Swiss regulators stepping in and UBS sealing a $3.25 billion acquisition deal of Credit Suisse over the weekend, global bank shares c...
21 Mar 2023 4 minute read 2 comments ulriklykke
The Ethereum blockchain is undoubtedly a game-changer in the decentralized economy, but despite being around since 2015 it is still plagued by several challenges such as scalability, speed limitations and high network costs. Fortunately, the rise of...
14 Mar 2023 3 minute read 0 comments ulriklykke
Over the past week, the financial world has been rocked by the news of Silicon Valley Bank's failure - the largest bank to go under since the 2008 financial crisis. The shock announcement came last Wednesday when the company revealed it needed to ra...
8 Mar 2023 2 minute read 0 comments ulriklykke
The crypto market is facing yet another potential systemic risk if Silvergate, one of the largest crypto-friendly banks, winds down its operations. As we noted in our previous newsletter, the bank recently announced that it may soon cease to be a goi...
6 Mar 2023 5 minute read 1 comment ulriklykke
Crypto regulation has been a major topic of discussion over the past two years, with different jurisdictions moving quickly to formulate oversight structures. Recently, this nascent industry has come under heavy pressure due to a serious clampdown by...
3 Mar 2023 3 minute read 1 comment ulriklykke
The last week has been fairly quiet in the markets, and had it not been for BTC’s 5% tumble in price yesterday, the same could be said for crypto. The reason for this tumble are likely found in the midst of the uncertainty found around crypto-friendl...
28 Feb 2023 6 minute read 0 comments ulriklykke
Non-fungible tokens (NFTs) have been a topic of interest for most techies over the past few years. But more recently, this nascent space started gaining popularity across other industries, with several Hollywood celebrities and gaming publishers join...
23 Feb 2023 3 minute read 1 comment ulriklykke
Last week, the digital asset market experienced an unexpected surge, with Bitcoin (BTC) leading the way with an impressive 12% daily gain on Tuesday. This was the first time BTC had increased by double digits within a day since September 2022. What’s...
16 Feb 2023 2 minute read 0 comments ulriklykke
Financial markets took a slight dive slide downwards earlier in the week in the wake of inflation numbers coming in a bit hotter than expected. A reaction that seems a bit of an overaction given that the numbers actually came in lower than last month...
