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Venture: High-Tech Steel

Venture: High-Tech Steel

Issue 61; The price of steel has started rising while iron ore remains soft. Iron Ore and Hot Rolled Steel Futures I asked Grok (AI on X.com) why iron ore is down, and steel is up. “Iron ore is down due to weak demand, ample supply, and a shift

Bitcoin and Gold Are Counter-Cyclical

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 28th February 2025, the new target weights for the BOLD Index are 25.5% Bitcoin and 74.5% Gold, a 0.6% increase for Bitcoin over the previous month. The 21Shares ByteTree BOLD ETP (BOLD) invests in Bitcoin and Gold. BOLD

Chaos is the Strategy

Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it's tax cuts fuelling optimism; the next, tariffs sparking inflation fears. Investors are cheering equities but scrambling for gold as uncertainty mounts. Bonds are rallying, the Fed is wavering, and

Gold to the USA, Dollars to Europe

There has been much talk about the gold moving to the USA, but what about the dollars coming the other way? The dollar is down this year, with most of the gains shifting to the most undervalued currencies, notably the Japanese yen and the Swedish krona. This year has seen

Space: The Next Frontier of Asset Allocation?

Space: The Next Frontier of Asset Allocation?

I highlight the interview on the Money Maze Podcast with Mark Boggett, CEO of Seraphim Space Investment Trust (SSIT). I thought it was an excellent interview describing the opportunities around space, which are no longer science fiction. Boggett was up against Simon Brewer and Nick Finegold, both experienced investors, and

Consolidation Phase Continues

💡This issue covers Solana (SOL) and TRON (TRX). ByteFolio Issue 147; The last push above $100k was three weeks ago, which is too long. The rally late last week soon faded, and the trend score is 2/5. The 200-day moving average remains strong and is in an uptrend; maybe

MANTRA: Taking Real-World Asset Tokenization to New Heights

MANTRA: Taking Real-World Asset Tokenization to New Heights

Token Takeaway: OM; MANTRA is a cutting-edge Layer-1 blockchain platform that bridges the gap between traditional finance (TradFi) and decentralised finance (DeFi) through tokenization. It has made waves in the industry with major partnerships, while its native token, OM, has been among the sector’s top performers. But is this