I believe the divergence in ETF flows between Bitcoin and gold during the Iran conflict signals a meaningful shift in institutional capital behavior.
Increasingly, digital...
We view the current crude oil surge, driven by escalating Middle East tensions and potential disruptions around the Strait of Hormuz pushing Brent toward...
We view Goldman Sachs’ disclosure of roughly $2.36 billion in crypto exposure as a powerful validation of digital assets’ maturation into mainstream finance, especially...
We observe that escalating geopolitical tensions and macro risk aversion are contributing to liquidity constraints that are weighing on both crypto and traditional markets.
Recent...
We fully endorse CFTC Chairman Michael Selig’s view that the pending U.S. crypto market-structure bill has the potential to establish America as the global...
We view the current crypto market downturn as primarily driven by heightened risk aversion amid escalating geopolitical crises, where investors are preferring traditional safe...