Dec 5, 2022CeFi vs. DeFi, the fall of FTX and how DeFi fixes thisNovember has been a very bad month for the crypto markets despite some continued easing in global liquidity which has been positively felt in the equity market… another big blow-up in the crypto space came to ruin the party… USD Liquidity Index: up +3.5% S&P: up +5.4% Nasdaq: up +4.4% …Cryptocurrency15 min readCryptocurrency15 min read
Nov 3, 2022It’s all about liquidity, honey (Macro Update)Monthly Performance Summary for October 2022: USD Liquidity Index: up +2.5% S&P: up +8.0% Nasdaq: up +3.9% BTC: up +5.5% Rest of the crypto market (total excl. BTC and stablecoins): up +12.9% This month, we are digging a bit more into the concept of financial market liquidity, the shortage of…Macroeconomics7 min readMacroeconomics7 min read
Oct 5, 2022The world is scrambling and it makes me bullish (Macro Update: Sep-2022)Hi there, I decided to share publicly a monthly update I normally write for a private group of friends (mostly TradeFi people with high-level interest in crypto). Let me know if you find it interesting, it will encourage me to share more. Thanks :) Monthly Performance Summary: USD Liquidity Index…Macroeconomics15 min readMacroeconomics15 min read
