Venture: Biotechnology
The ByteTrend dataset keeps pointing us towards healthcare, which is enjoying a major rotation following a period of malaise.
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ByteTree Quarterly Investor Letter - Q2 2026
In this Q2 2026 update, I'll review The Multi-Asset Investor. I'll also touch on ByteTree Quality and ByteTrend.io.
Software on Sale
High Quality, Deep Value; They say that when the time comes to buy, you won’t want to. This week,
Real Interest Rates Provide a Headwind for Bitcoin
The malaise comes from the macro, where real yields are rising. The best news I can deliver is that they won’t rise forever.
BOLD
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Hard Assets Correct as Real Interest Rates Surge
Equities have recently begun to outperform hard assets as rising real interest rates have strengthened the US dollar.
Venture: Biotechnology
Issue 132; Biotech is still showing signs of strength, and we add another gem to the portfolio.