Stay Cautious
The oil system is still under pressure, but the market is now functioning more effectively.
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ByteTree Quarterly Investor Letter - Q1 2026
With so much uncertainty, I believe it is right to maintain lower exposure to risky assets and a wider degree of diversification than normal.
The Quality Opportunity Grows
The section of our investable universe that we would consider buying has grown, giving us a better opportunity set going forward.
Bitcoin Welcomes Morgan Stanley
Morgan Stanley has joined the Bitcoin ETF rush. That’s the first major investment bank with a Bitcoin ETF, which steps things up a gear.
Emerging Quality
Our next recommendation, more than any other, exemplifies and is driving the catch-up in Latin American growth.
BOLD
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Bitcoin and Gold Rebound
While Bitcoin and Gold travel along different paths, it is notable how BOLD has historically been highly correlated with the global money supply.