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Markets

A collection of 5 posts

The Mirage of Decoupling

The Mirage of Decoupling

There seems to be a blind spot in the crypto space when it comes to reasoning behind price action. There are many recent claims that crypto is decoupling as its own basket or a gold-like hedge to economic risk, but the reality is it's still behaving like a risk asset

Contagion Finale?

Contagion Finale?

This will be a brief note on our thoughts on future risk and potential market contagion moving forward (namely in traditional markets/equities). The biggest question we have right now is: Does this market cycle necessitate a larger market failure to reset the stage? While we believe that most of

What's Next For Crypto

What's Next For Crypto

"In this world, is the destiny of mankind controlled by some transcendental entity or law? Is it like the hand of God hovering above? At least it is true that man has no control, even over his own will." ~Berserk The fractal market thesis has almost fully played out this

It's Not Different This Time

It's Not Different This Time

These markets are fractal, the supercycle was a farce.

Investment Themes in a Populist Era

Investment Themes in a Populist Era

Beyond simply looking at technology sectors and trends, a long term investment thesis should incorporate the zeitgeist of our time and sociopolitical trends, as these things are all inextricably linked. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism [https://www.youtube.com/watch?v=qVRw5tk36Mk]