It’s good to be back in the saddle after a brief hiatus while attending industry conferences in Singapore. If you haven’t had a chance to read my conference takeaways, you can find them on the Alpha F...
When we compare traditional markets to crypto markets, the difference is clear. 2024 has essentially turned into a tale of two markets.
On one hand, TradFi markets look generally fine. We see near...
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market.
A year ago, Jerome Powell took the stage...
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market.
The theme of last week’s musings was eff...
Welcome to Market Musings, a weekly publication designed to keep our readers informed about the most important and timely developments in the crypto market.
Last week’s musings was brought to you jus...
A week ago, things looked pretty good. BTC was at $69K, ETH nearing $3500 and Solana testing $190. Many of the more desirable altcoins were staging strong rallies too. Life was nice. And then everythi...
The first half of 2024 has been a tale of two seasons for crypto markets. We went from a classic crypto summer to the dog days of summer.
It looks like we’re finally emerging out of our first bull...
This is one of the most challenging macro environments we’ve seen in a long time. The latest soft data seems to illuminate a path to rate cuts and a soft landing, but that rosy outlook could change qu...
At the time of writing, the relentless sound of aggr liquidations continues to chime in the background, with BTC trading at ~$58.6K.
Two weeks ago, BTC was trading within striking distance of yet a...