All Reports

Global Savings: Feast to Famine

Pro Macro: Flash Update – November 27, 2023

Return of the Coins

Bitcoin 3-Mo Futures Trading at Premium to T-Bills

Pro Macro: In Focus – Of Bonds & Beatings

Value Accrual Mechanisms: More Than Governance

In Focus Trade Portfolio November 1st, 2023

Pro Macro: Flash Update – November 2, 2023

Q4 Is Upon Us (The Banana Zone)

Through the Fire – Will the Rubber Meet the Road?

In Focus – Solana The Word’s Biggest Opportunity

Mission Accomplished

Pro Macro:In Focus – Heavy Weather for All-Weather

In Focus Trade Portfolio October 1st, 2023

The State of NFT Lending: Opportunities and Risks

The “New Industrial Policy”: Should Markets Care?

Coinbase: From Sleeping Giant To Industry Leader

Pro Macro: In Focus – Eye of the Storm

In Focus Trade Portfolio – September 1st, 2023

Came for the Tech, Stayed for the Friends

Atoms, Intelligence & Elon

Pro Macro: Flash Update August 25, 2023

Pro Macro: In Focus – It’s All About Debasement

Pro Macro: Flash Update – August 17, 2023