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Venture: Asset Management

Issue 75; In a recent issue of ByteTree Global Trends, the asset managers jumped off the page, especially in the UK. Having been in the doldrums for years, they have turned the corner in a group move. When I joined the city in 1998, the asset managers were the cream

The Asian Rebound

Trade in Soda; The weekend saw military action in the Middle East on a grand scale, and by Monday financial markets had shrugged it off. The targets were nuclear facilities and not oil, and the Straits of Hormuz would remain open. Gold eased back, the US dollar rally fizzled out,

Bitcoin and the Money Supply

ByteFolio Issue 163; 💡This issue covers Tron (TRX), MakerDAO (MKR), and Stablecoins. Bitcoin has eased back from attempting an all-time high, but the war in the Middle East gives just cause for that. The price had dipped below the 30-day moving average, and the last touch of the max/min

War, Gold and BOLD

There are renewed tensions in the Middle East between Israel and Iran. Many investors are wondering why financial markets have taken it so calmly. Stockmarkets have barely budged. Gold rose slightly, and the oil price is still what many would describe as cheap. Perhaps it’s complacency, driven by a

Venture: Portfolio Update

Issue 74; In the UK, mid and small-caps have played catch-up, yet AIM stocks still lag. That said, the trend has improved, and there is considerable implied upside. It’s a similar pattern in Europe and around the world as well.  UK Large, Mid, Small, and AIM Indices – 2 Years

Bitcoin $100k and the FCA

💡This issue covers TRON (TRX), BNB Smart Chain (BNB), Solana (SOL), and Hyperliquid (HYPE). ByteFolio Issue 162; Bitcoin still has a ByteTrend score of 4, as it recently touched the 20-day min line. One more good day, and it will be back to a bullish 5. Bitcoin  It is noticeable

China, Canada and France

Firstly, I would like to thank Russell Napier for joining us on the webinar last week. He was adamant that it had to sit behind the paywall because AI is plagiarising his business. That’s not just him, as the advertising industry has been negatively impacted as well, which we

The ByteTree Broker Survey 2025

ByteTree clients often ask me, Which is the best broker? There are many “brokers” where you can buy and sell equities, bonds and funds in the UK, and many more in Europe and beyond. I don’t think anyone knows which is the best for two reasons. The first is

Hyperliquid: Driven by HYPE, Backed by Breakthroughs

Token Takeaway: HYPE; Hyperliquid is a high-performance Layer-1 (L1) blockchain laser-focused on revolutionising transparent, on-chain crypto trading. In just over six months, its native token, HYPE, has rapidly climbed the ranks to become the 11th largest by market cap. However, such a meteoric ascent hasn't come without scrutiny,

Venture: European Transport

Issue 73; European cyclical stocks have been riding high, and today’s pick offers compelling value.

Bitcoin Prefers Rising Bond Yields

💡This issue covers Bitcoin (BTC), Ethereum (ETH), and HyperLiquid (HYPE). ByteFolio Issue 161; Bitcoin still has a ByteTrend score of 5, but only just as it hovers around the 30-day moving average. So far, it’s Bitcoin's least impressive all-time high, but still, it’s a dangerous time

In Discussion with Professor Russell Napier

Trade in Whisky; It was a pleasure to join Russell Napier in conversation this morning in a webinar joined by many ByteTree clients. We were unable to make it public because Russell is fed up with plagiarism from AI, so we agreed to put it behind the paywall. For those

US Treasury Crisis Drives Bitcoin and Gold

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 30th May 2025, the new target weights for the BOLD Index are 29.8% Bitcoin and 70.2% Gold, a 1.7% increase for Bitcoin over the previous month. Once again, as Bitcoin’s volatility remains stable and Gold’s volatility

Bitcoin – Steady as She Goes

💡This issue covers Aave (AAVE), Quant (QNT), and Sui (SUI). ByteFolio Issue 160; Bitcoin has scored 5 on the daily ByteTrend for over a month. The trend is calm and just 15% above the 200-day moving average. This is a steady state that is looking decisively institutional and nothing like