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US Recession Forecast by Atlanta Fed

Trades in Soda and Whisky; The events over the weekend were quite something. The spat in the Oval Office has brought Europe together, with the UK at the forefront. While I would be an outright critic of Labour’s economic policy, Starmer has certainly stepped up as a leader in

Bitcoin Needs More Investor Flows

💡This issue covers XRP (XRP), Solana (SOL), Cardano (ADA), and TRON (TRX). ByteFolio Issue 148; With Trump in the White House, it’s best not to be short on Bitcoin, as we saw on Sunday. One post on X.com saw a surge in crypto (Ali will cover this in

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?

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

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

A Soft Dollar Will Fuel the Gulf States

Trade in Whisky; The world has sat back and watched President Trump thrust his agenda, including tariffs, Ukraine, Gaza, Europe, DOGE, Greenland and more. There is pushback building in all areas, and it is unlikely he’ll get his way. Still, he’ll have a go, and the disruption is

Tokenization: Revolutionising TradFi with Blockchain

💡This issue covers RWA Tokenization, MANTRA (OM), BNB Chain (BNB), and Solana (SOL). ByteFolio Issue 146; The tokenization of Real-World Assets (RWA) has emerged as one of the most transformative trends in the industry. By leveraging blockchain technology, tokenization allows traditional assets, such as real estate, bonds, and private credit,

Gold – Silent No More

Trade in Whisky; I wrote about gold last week in Atlas Pulse, Gold’s Super Silent Bull. That was a bullish piece looking at the silver and gold miners’ catch-up trade caused by the lack of participation from investors. I concluded that the main reason for this was investors’ enthusiasm

Altcoin Season Delayed

💡This issue covers Avalanche (AVAX), BNB Smart Chain (BNB), and Mantra (OM). ByteFolio Issue 145; Last week, I began the update by saying that $100k had been crossed again. It’s happened so many times that I have lost count. Bitcoin has been softening alongside the NASDAQ, while crypto has

Venture: Portfolio Update

Issue 59; There have definitely been fewer recommendations of late, and for good reason. I want to keep standards high, and that means being picky. When Venture was launched in September 2023, it was obvious that many UK and European stocks, especially small and mid-caps, were oversold. Some of the