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Stocks Reports
Coinbase’s “Disappointing” Debut

Apr 21/2021

Coinbase’s “Disappointing” Debut
Bitcoin COIN Coinbase Growth Stocks IPO Nasdaq Palantir PLTR Slack
Coinbase: Overvalued or Underappreciated

Apr 6/2021

Coinbase: Overvalued or Underappreciated
Bitcoin COIN Coinbase Ethereum ICE IPO London Stock Exchange Market commentary Markets / Macro
The Great Bond Migration

Mar 24/2021

The Great Bond Migration
Bitcoin Bonds Fed Markets / Macro Stocks Treasuries Yields
Speculation Spillover

Feb 2/2021

Speculation Spillover
Bitcoin BofA Coinbase Gamestop MicroStrategy Reflexivity Robinhood Stocks
Bitcoin is King of the Hill…Again

Dec 31/2020

Bitcoin is King of the Hill…Again
Bitcoin Commodities Money Supply Nasdaq Regulations S&P Stocks Yields
Looking in The Mirror

Dec 29/2020

Looking in The Mirror
Bridges DeFi Delphi Daily FTX L1 / L2 LUNA Mirror Stocks Synthetic Assets
The Aftermath of One Big Macro Trade

Oct 15/2020

The Aftermath of One Big Macro Trade
Bitcoin Consumption Covid-19 Fed Market Analysis Market Cycles Monetary Policy Nasdaq QE
One Big Macro Trade – Macro Monthly

Sep 25/2020

One Big Macro Trade – Macro Monthly
Bitcoin DXY Market Analysis Markets / Macro Stocks Treasuries Yields
The Resurrection of the “Everything Rally”

Aug 6/2020

The Resurrection of the “Everything Rally”
Bitcoin Digital Gold DXY Gold Market Analysis Markets / Macro S&P 500 Stocks Technical Analysis
Bitcoin vs. Stocks: The Great Decoupling

Jul 1/2020

Bitcoin vs. Stocks: The Great Decoupling
Bitcoin Decoupling Markets / Macro S&P 500 Stocks VIX Volatility
Bitcoin Enters Fourth Epoch

May 15/2020

Bitcoin Enters Fourth Epoch
Bitcoin Commodities Emerging Markets Halving Markets / Macro Retail Sales Stocks Volatility Yield
Macro – Bitcoin Rallys With The Halving Looming

May 8/2020

Macro – Bitcoin Rallys With The Halving Looming
Bitcoin Central Banks Deflation Fed Gold Halving Markets / Macro Momentum Rates
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