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Charlie Morris

Charlie Morris

Time to Revisit China

Time to Revisit China

Trade in Whisky; Last Friday, Silicon Valley Venture Capitalist Marc Andreessen told the world that DeepSeek R1 was one of the most amazing and impressive breakthroughs he’d ever seen. DeepSeek is an open-sourced AI tool created by a Chinese company, which has matched or exceeded the capabilities of the

Deeply Seeking a New Bitcoin High

Deeply Seeking a New Bitcoin High

💡This issue covers Bitcoin (BTC), Stacks (STX), Near (NEAR), Constellation (DAG), and OnyxCoin (XNC). ByteFolio Issue 143; Bitcoin $100k is becoming tedious. Trump has been president for a week and has signed the executive order, yet the price of Bitcoin falls, alongside the US dollar and technology stocks. Bitcoin Hourly

Trump’s $36 Trillion Inheritance

Trump’s $36 Trillion Inheritance

Trades in Soda and Whisky; During the inauguration speech, European markets were already closed, and the US stock and bond markets were closed for Martin Luther King Day. That left FX, Bitcoin, gold, and Latin American stocks as the only available price signals. Gold rose, and Bitcoin fell, having spiked

$Trump Sucks the Life from Alts

$Trump Sucks the Life from Alts

💡This issue covers Bitcoin (BTC), Solana (SOL), and Ripple (XRP). ByteFolio Issue 142; Bitcoin just made a new all-time high, of sorts, as it challenges $108,000, last seen on 17 December. With the inauguration at noon ET (5 PM GMT), it is curious that the breakout hasn’t been

Venture: Portfolio Update

Venture: Portfolio Update

Issue 57; In my latest Atlas Pulse on gold, I discussed gold’s super bull market, something of a step above a mere bull market. I called it a super bull because gold normally follows the bond market, and this time, it is riding high while bonds have been under

Gold’s Super Bull Market

Gold’s Super Bull Market

Atlas Pulse Gold Report Issue 101; The gold price used to follow the bond market, yet with bonds plummeting, gold has shown resilience. In this piece, I explain why gold provides shelter from a deteriorating bond market. If bonds are the benchmark, gold is not just in a bull market

Back to the Banks

Back to the Banks

Trades in Soda and Whisky; On 4 December 2024, just a few weeks ago, the Bank of England pointed to four rate cuts this year as inflation would come down faster than we thought it would. Much has changed since then, and UK inflation expectations have shot up. What looked