Sign in Subscribe

Latest

Full Steam Ahead

Full Steam Ahead

The global financial landscape is experiencing a surge in investor risk appetite, highlighted by a new high in the Global Stock Bond Ratio and the highest level of risk-taking by Global Fund Managers since November 2021. Additionally, financial conditions have eased since October 2022, bolstering market stimulus. This positive sentiment

A Vibrant Market for Oil

A Vibrant Market for Oil

Oil has always played an important role in my investment process. Going back to economic basics, energy is the basis of civilisation. It does hard work for us and is turned into capital stock such as homes, factories, roads, and the railways. Provided that society can consume more energy productively,

Celebrating Our 100th Issue of ByteFolio

Celebrating Our 100th Issue of ByteFolio

ByteFolio Issue 100; On 30th March 2022, ByteTree Research launched ByteFolio. We had been covering Bitcoin for a long time, first in Atlas Pulse (2013) and later in ATOMIC (2021). As the crypto industry evolved, ByteFolio took us into the world of tokens which were becoming ever more credible. We

Meet the Managers

Meet the Managers

It isn’t just ByteTree that has embraced investing in Bitcoin and Gold with our BOLD Index. On Wednesday, I had the pleasure of discussing this subject with two specialist fund managers in this field. They are both disciples of the Austrian School of Economics and see Bitcoin and Gold

Japan Ends ZIRP

Japan Ends ZIRP

Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal that the deflationary forces unleashed after the Japanese asset bubble in 1990 are finally over. But don’t get excited just yet. Things are moving slowly, and this announcement has

Holding Stablecoins Equals Opportunity Cost in a Crypto Bull Market

Holding Stablecoins Equals Opportunity Cost in a Crypto Bull Market

ByteFolio 99; After making a high of $73.6k, Bitcoin retraced to its weekly low of around $64.7k before quickly exceeding $68k again. This is a market-wide retracement, where the total crypto market cap declined from $2.7 trillion on 14 March to $2.5 trillion today. Unsurprisingly, the

Bitcoin and Gold in 2024

Bitcoin and Gold in 2024

We have patiently been waiting for Bitcoin and Gold to make new all-time highs, and time is finally here. Gold’s all-time high was a quiet affair, while Bitcoin got all the media attention; perhaps that says a lot about the nature of each asset. 2024 will certainly be an