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Charlie Erith

Charlie Erith

Positive Real Interest Rates a Near-Term Headwind

Positive Real Interest Rates a Near-Term Headwind

ATOMIC 84; The recent shift to a positive real-rate environment has presented a headwind for the bitcoin price, but the network remains vibrant, and the technology continues to evolve. After a period of relentless BTC dominance, there are the tiniest of hints that we might start to see better relative

Seasonal Weakness

Seasonal Weakness

Hunkering Down

Hunkering Down

Once again, markets seem to be selling off in May. Hence no action in the Whisky and Soda portfolios, which are already positioned for better opportunities to emerge. They’re not the only ones. As Charlie Morris highlights in this week’s Multi-Asset Investor, America’s favourite avuncular uncle is

Show Me the Money

Show Me the Money

ByteFolio Update 56 | ByteTree's Crypto Leaders Second-tier coins and tokens continue to trade very poorly. While BTC has had a great run this year, boosted by its macro identification as a form of “hard” money, the market is clearly unhappy with the rest of the sector. We cannot

Bitcoin Is More Than Digital Gold

Bitcoin Is More Than Digital Gold

ATOMIC 83; It seems likely that this hiking cycle is over. But the economic outlook remains precarious. Inflation levels and policy reactions are likely to remain volatile, particularly if deflation threatens. This will continue to drive asset allocators to sound money. Meanwhile, the surge in on-chain transactions demonstrates how bitcoin

Bitcoin Transactions Rocket

Bitcoin Transactions Rocket

ByteFolio Update 55 | ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit

The Pause That Refreshes

The Pause That Refreshes

ByteFolio Update 54 | ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit