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Charlie Morris

Charlie Morris

Tether Dominates Stablecoins

Tether Dominates Stablecoins

ByteFolio Issue 92; It was only last March that Silicon Valley Bank (SIVB) collapsed. It had mismanaged its bond portfolio and quickly suffered a run on its deposits, making it unviable. Circle was a leading issuer of stablecoins, and being regulated, were one of the “good guys” in the crypto

ETFs and Musical Chairs

ETFs and Musical Chairs

ATOMIC 93; So far, and with net inflows of $620m, it’s been more of a game of musical chairs than anything else. To put things into perspective, ByteTree data shows how January has seen ETF inflows of 13,929 BTC, which compares to 49,136 BTC in Q4 last

Cisco Then, NVIDIA Now

Cisco Then, NVIDIA Now

In a quick turn of events, the S&P 500 just made an all-time high, driven by the large tech stocks, which have sprung back to life. Looking back five years, there’s the technology sector, and then there’s the rest of the market, which resembles the rest

Venture: Mid-Cap Materials

Venture: Mid-Cap Materials

Issue 16; Rock solid.

The Pre-halving Pause

The Pre-halving Pause

ByteFolio Issue 91; The US Bitcoin ETFs have traded for seven days. I will cover this in more detail in ATOMIC (on bitcoin) later this week, but early figures suggest it is somewhat disappointing. I see net inflows into bitcoins ETFs of $572 million, which is a terrific number, but

A Poor Start to 2024

A Poor Start to 2024

The yield curve has been inverted since mid-2022, which is widely thought to forecast a recession. That means the 10-year yield is below the 2-year yield. Investors are willing to pay more for longer term debt because they believe economic weakness will lead to a fall in interest rates. If

ETH ETF

ETH ETF

ByteFolio Issue 90; Now the US has joined in with bitcoin ETFs, the focus shifts to Ethereum. It is a simple idea, and the applications with the SEC are underway. Given approval has been given to bitcoin, it’s just a matter of time before ETH gets an ETF. It’