Dick LoDon’t fade the ETF…Will the BTC Spot ETF approval be a sell-the-news event? In this flash note, we outline reasons why we don’t believe the ETF news should be…Jan 2Jan 2
Dick LoOut of the summer reverie and into crypto vol tradesOpportunities abound as implied volatilities crash to historical lowsAug 14, 2023Aug 14, 2023
Dick LoTDX Strategies obtains Investment Business LicenseTDX Strategies has been granted an Investment Business License (Category 1, Sub-Category B) by the Financial Services Commission of the…Aug 8, 2023Aug 8, 2023
Dick LoIn two minds…The market can almost be described as schizophrenic in simultaneously pricing in a 20% probability of another rate hike in June, while…May 16, 2023May 16, 2023
Dick LoSell in May and go away?The markets, in particular, the crypto market has had a stellar run since the start of the year. However, a plethora of headwinds ahead…May 2, 2023May 2, 2023
Dick LoAre we in alt szn?The recent rally has gotten the market excited about the potential start of another alt szn. Whilst we are happy to look at some short-term…Apr 19, 2023Apr 19, 2023
Dick LoOperation Choke Point 2.0Binance and its CEO Changpeng Zhao has been sued by the CFTC over regulatory violationsMar 28, 2023Mar 28, 2023
Dick LoBanks come and go, but Bitcoin is foreverFrom Bear Stearns and Lehman Brothers in 2008 to Silvergate, Silicon Valley Bank, Signature Bank and Credit Suisse in 2023 — whilst…Mar 22, 2023Mar 22, 2023
Dick LoEquifinalityLast week, we postulated that the markets may have swung too far in the direction of pricing in higher interest rate hikes, potentially…Mar 14, 2023Mar 14, 2023
Dick LoUltimate ElongationThe market has swung violently from pricing in rate cuts in 2023 to the other extreme of pricing in higher terminal rates by year-end. Will…Mar 8, 2023Mar 8, 2023
