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Charlie Morris

Charlie Morris

Bitcoin Supply Shock

Bitcoin Supply Shock

ByteFolio Issue 115; 💡This issue covers Solana (SOL), Raydium (RAY), and TRON (TRX). The narrative around halving is that there are fewer coins for the miners to sell. Less supply coming onto the market makes demand go further and buoys the price. Since the latest halving, the daily total of

The Passive Bubble

The Passive Bubble

Trade in Soda; Market historians will look back on this era and conclude that it was one of the greatest bubbles of all time, but we have no idea what they will call it because it can only be named after it ends. Candidates might be the AI bubble, the

Holding Steady

Holding Steady

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 28th June 2024, the new target weights for the BOLD Index are 25.1% Bitcoin and 74.9% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on

Sunny Solana ETFs

Sunny Solana ETFs

ByteFolio Issue 114; 💡This issue covers Solana (SOL), THORChain (RUNE), Arweave (AR), and Polygon (MATIC). Query: Does Solana have an ETF? Google: Two asset managers, VanEck and 21Shares, filed to launch Solana ETFs this week. What Google failed to point out was that there already are six active Solana ETFs

How Undervalued Are UK Small-Caps?

How Undervalued Are UK Small-Caps?

The leading global value managers are highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high-level of takeover activity as foreign investors and private equity funds snap up once-in-a-lifetime bargains. The UK economy is far from strong but it’s

Venture: UK Pharmaceuticals

Venture: UK Pharmaceuticals

Issue 32; Clean Up with UK Small Caps The leading global value managers are currently highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high level of takeover activity as foreign investors snap up once-in-a-lifetime bargains. The UK economy is

Bitcoin Loves Hot Money

Bitcoin Loves Hot Money

ATOMIC 98; In both 2014 and 2018/9, we saw rates and inflation turn down, coinciding with a period of Bitcoin weakness. When the reading went negative in March 2020, Bitcoin crashed, just as it did in November 2014. The 2020 bull market followed rates and inflation higher until early