Venture: European Software
Issue 69;
I have been following this company for several months. It is a growth stock that fell from grace after the 2021 tech bubble. Recent results suggest it is an excellent company, and too cheap.
Latest
Will Magnificent 7 Investors Shift to Bitcoin?
đź’ˇThis issue covers Monero (XMR), Render Network (RENDER), and Ethena (ENA).
ByteFolio Issue 157;
There’s been a modest pullback, but it's still an uptrend for Bitcoin. This chart is rebased to 100, which shows the performance compared to the start date. The bullish point is that the
Venture: Japanese Industrial
Issue 68;
With the recent market selloff, there are good companies trading at historically low levels. I highlight a large, high-tech, industrial company in Japan that doesn’t deserve to trade this cheaply.
Three Years Since BOLD’s IPO in Zurich
ByteTree BOLD Index Monthly Rebalancing Report;
Following rebalancing on 30th April 2025, the new target weights for the BOLD Index are 28.1% Bitcoin and 71.9% Gold, a 2.4% increase for Bitcoin over the previous month. This is Bitcoin’s highest-ever target weight in the history of the
Ethena: Reinventing Stablecoins for a Smarter DeFi Future
Token Takeaway: ENA;
Ethena is a decentralised stablecoin issuer built on Ethereum, designed to offer attractive savings yields on its digital dollar. Despite launching only recently, it has seen explosive growth, rapidly attracting significant liquidity. However, its swift rise and the nearly 20% APY offered on its stablecoin have given
The Certainty of Uncertainty
The Donald Trump presidency promised chaos, and on that front, he’s delivering. Since “Liberation Day,” global markets have seen turmoil: equities have tumbled, inflation expectations have surged, and the dollar's taken a dive. Trade talks with China resemble a test of endurance, not diplomacy, and investors now
The Passive Bubble
Trade in Soda;
Passive investors are currently not passive at all; they are growth investors, and massively so. We are at one of those times in history when being a passive investor is a very bad idea. Passive investing, whereby you hold low-cost index funds, is an efficient way for
