The Morning Note · 5 min read
The Bottom Pump Is Over. Welcome to the Chase.
March 2023 just printed again. The bottom pump is over, the chase leg has begun, here's what's gone and what's still ahead.
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Our Insights
The Morning Note · 3 min read
Were you ready for it?
Bitcoin has blown past months of resistance, leaving many facing a familiar decision about what to do next.
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The Morning Note · 5 min read
Higher Yields, Higher Bitcoin
Despite rate hikes and 18-year high real yields, Bitcoin holds strong as markets reprice sovereign risk.
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The Morning Note · 5 min read
The Setup Into Yesterday's Hike Matters More Than the Hike Itself
Bitcoin entered the Fed's 25 basis point hike already correcting. Why that setup, not the announcement itself, has historically shaped what follows.
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Daily Morning Note
The Morning Note5 mins
The Bottom Pump Is Over. Welcome to the Chase.
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The Morning Note3 mins
Were you ready for it?
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The Morning Note5 mins
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