Insights

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May 2023 proved to be a rollercoaster month in the world of economics and cryptocurrency. The (All Powerful & Mighty) United States, teetered on the brink of debt default. The debt ceiling was maxed and the Democrats and Republicans tussled for an agreement over raising the level of borrowing th...

31 May 2023 03:55 PM - Comment(s)
The History of the Debt Ceiling and Why It Underlines the Value of Bitcoins Supply Mechanism

In the labyrinthine world of economic policy, one term that has frequently made headlines is the U.S. debt ceiling. The recent crisis underlines the contentious nature of this mechanism and brings to the forefront questions about our modern central banking system. In contrast, Bitcoin’s predetermine...

29 May 2023 10:54 AM - Comment(s)
Where are we in the Market Cycle?

April has been an interesting and volatile month (as we tend to have in crypto), with much industry news (discussed later) and market moves. Bitcoin is up around 8% for the month and the sentiment is more positive. So, it is a good time to ask ourselves where we are in the market cycle of crypto and...

28 Apr 2023 05:23 PM - Comment(s)
Then They Fight You

A LOT of important things happened this month in markets, and we hope you’ll enjoy this month’s Rake Review as we cut through some of the economic jargon.  It is an important one and we've done our best to give high signal so we hope you enjoy.

High Level Events
  • The banking crisis continues but t...
31 Mar 2023 04:23 PM - Comment(s)
Arbitrum: Airdrop Confirmed

The Arbitrum Airdrop has finally been confirmed and with it a whole flurry of expectations and speculation as to what will happen next. We here at Stormrake have been anticipating this for some time now and had informed our clients as early as mid October 2022 to prepare for this incredible opportun...

22 Mar 2023 08:46 PM - Comment(s)

Traders could be forgiven for having whiplash over the past week as we've seen a monumental shift in markets on both the macro level and specific (banking & crypto) markets.

The information contained here is for general information only. It should not be taken as constituting financial advice. St...

14 Mar 2023 03:18 PM - Comment(s)
Narratives Fade But Bitcoin is Forever
As summer draws to a close we’re excited to share some positive news from the world of crypto. February saw Bitcoin hit a new 2023 high as sentiment did likewise. We are trending sideways, however those that bought BTC sub $20,000 USD & ETH sub $1,300 USD are now laughing. They have effectively ...
28 Feb 2023 01:53 PM - Comment(s)

There is a new narrative emerging amongst global investors as many are wondering who will be the first to bring in the new liquidity fortunes. This has set in motion an East vs West divide and those who are trying to be early are positioning their bets accordingly.

The information contained here is f...

20 Feb 2023 02:30 PM - Comment(s)

Two key metrics have started to show signs of growth amidst the recent resurgence in digital assets. Both Ethereum TVL and USDT market cap have reclaimed key levels and today we dive into the implications for the wider crypto markets. 

The information contained here is for general information on...

06 Feb 2023 03:45 PM - Comment(s)
Dissecting The Crypto Market Surge of 2023
It brings us great pleasure to write this Rake Review on a positive note after...
31 Jan 2023 02:26 PM - Comment(s)

With the raging success of ChatGPT and stable diffusion, AI has been burst into the cultural zeitgeist in 2023. As always, when creativity and speculation collide, there will be a cross section of crypto tokens that manifest themselves as top performers within the crypto sphere.

The information conta...

11 Jan 2023 12:47 PM - Comment(s)

In today's Thunder Trading Update we take a dive deep into some of the trade opportunities and investment theses that are gaining traction amongst crypto insiders. This article will also serve as a fantastic snapshot to reflect on at the end of the year. 

After a brutal 2022 for digital asset in...
06 Jan 2023 02:17 PM - Comment(s)

Armed with learnings from a brutal 2022, we head into 2023 with cautious optimism. Whilst we will temper our enthusiasm, we anticipate a resurgence in crypto assets and renewed interest in blockchain applications.

The information contained here is for general information only. It should not be taken ...

04 Jan 2023 02:08 PM - Comment(s)
Happy Holidays From Stormrake
Firstly, a huge thank you to you, our readers and of course our loyal clients. We do it for you and we can’t do it without you. Thank you for sticking with us through thick and thin. It’s been on the thin end this year but there is still hope of a turnaround next year. The good news is that if you s...
21 Dec 2022 11:46 AM - Comment(s)

The FOMC meeting happened earlier this morning and brought with it a rate hike of 50bps. This has officially lifted the US interest rate over the US 10y bond yield, a signal that precedes a pivot in FED policy but also precedes global recessions. 

The information contained here is for general in...

15 Dec 2022 12:15 PM - Comment(s)

US YoY inflation data came 20 bps under expectations for a print of 7.1% whilst core inflation came in at an even 6%. This gave the markets the impetuous for a move to the upside.
Now all eyes are set on the FOMC, where a reduced rate hike will cause a strong market rally.

14 Dec 2022 12:12 PM - Comment(s)

Earlier this evening, Bahamian authorities arrested Samuel Bankman-Fried at the request of the U.S. Government, based on a sealed indictment filed by the SDNY.  This development should mark the beginning of the end for the FTX saga.

The information contained here is for general information only....

13 Dec 2022 12:14 PM - Comment(s)

Bitcoin has been stuck in a near 3% range for the entire month of December, this tight range is set to be broken as the macro olympics commence. This includes headline inflation print out of the US and interest rate decisions from the BoE, the FED and the ECB. 

The information contained here is ...

12 Dec 2022 11:13 AM - Comment(s)

Despite a savage bear market with valuations being decimated and severe levels of fraud and deception being exposed, Layer 2 solutions such as Arbitrum and Optimism keep on growing.

The information contained here is for general information only. It should not be taken as constituting financial advice...

08 Dec 2022 12:26 PM - Comment(s)

As we continue to trade our way through a brutal 2022, the US bond market shows no remorse and provides the strongest signal that a deep global recession is imminent. Today we dissect how real this signal can be and what risks are associated with its confirmation.

The information contained here is fo...

06 Dec 2022 11:23 AM - Comment(s)

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