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Bitcoin and the Money Supply

Bitcoin and the Money Supply

ByteFolio Issue 163; 💡This issue covers Tron (TRX), MakerDAO (MKR), and Stablecoins. Bitcoin has eased back from attempting an all-time high, but the war in the Middle East gives just cause for that. The price had dipped below the 30-day moving average, and the last touch of the max/min

War, Gold and BOLD

There are renewed tensions in the Middle East between Israel and Iran. Many investors are wondering why financial markets have taken it so calmly. Stockmarkets have barely budged. Gold rose slightly, and the oil price is still what many would describe as cheap. Perhaps it’s complacency, driven by a

Venture: Portfolio Update

Venture: Portfolio Update

Issue 74; In the UK, mid and small-caps have played catch-up, yet AIM stocks still lag. That said, the trend has improved, and there is considerable implied upside. It’s a similar pattern in Europe and around the world as well. UK Large, Mid, Small, and AIM Indices – 2 Years

Bitcoin $100k and the FCA

Bitcoin $100k and the FCA

💡This issue covers TRON (TRX), BNB Smart Chain (BNB), Solana (SOL), and Hyperliquid (HYPE). ByteFolio Issue 162; Bitcoin still has a ByteTrend score of 4, as it recently touched the 20-day min line. One more good day, and it will be back to a bullish 5. Bitcoin It is noticeable

China, Canada and France

Firstly, I would like to thank Russell Napier for joining us on the webinar last week. He was adamant that it had to sit behind the paywall because AI is plagiarising his business. That’s not just him, as the advertising industry has been negatively impacted as well, which we

The ByteTree Broker Survey 2025

The ByteTree Broker Survey 2025

ByteTree clients often ask me, Which is the best broker? There are many “brokers” where you can buy and sell equities, bonds and funds in the UK, and many more in Europe and beyond. I don’t think anyone knows which is the best for two reasons. The first is

Hyperliquid: Driven by HYPE, Backed by Breakthroughs

Hyperliquid: Driven by HYPE, Backed by Breakthroughs

Token Takeaway: HYPE; Hyperliquid is a high-performance Layer-1 (L1) blockchain laser-focused on revolutionising transparent, on-chain crypto trading. In just over six months, its native token, HYPE, has rapidly climbed the ranks to become the 11th largest by market cap. However, such a meteoric ascent hasn't come without scrutiny,

Venture: European Transport

Venture: European Transport

Issue 73; European cyclical stocks have been riding high, and today’s pick offers compelling value.

Bitcoin Prefers Rising Bond Yields

💡This issue covers Bitcoin (BTC), Ethereum (ETH), and HyperLiquid (HYPE). ByteFolio Issue 161; Bitcoin still has a ByteTrend score of 5, but only just as it hovers around the 30-day moving average. So far, it’s Bitcoin's least impressive all-time high, but still, it’s a dangerous time

In Discussion with Professor Russell Napier

Trade in Whisky; It was a pleasure to join Russell Napier in conversation this morning in a webinar joined by many ByteTree clients. We were unable to make it public because Russell is fed up with plagiarism from AI, so we agreed to put it behind the paywall. For those

US Treasury Crisis Drives Bitcoin and Gold

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 30th May 2025, the new target weights for the BOLD Index are 29.8% Bitcoin and 70.2% Gold, a 1.7% increase for Bitcoin over the previous month. Once again, as Bitcoin’s volatility remains stable and Gold’s volatility

Bitcoin – Steady as She Goes

💡This issue covers Aave (AAVE), Quant (QNT), and Sui (SUI). ByteFolio Issue 160; Bitcoin has scored 5 on the daily ByteTrend for over a month. The trend is calm and just 15% above the 200-day moving average. This is a steady state that is looking decisively institutional and nothing like

The Forgotten Markets

Trade in Soda; The stockmarket indices and their funds are great financial innovations, but, as I have said many times, they cause major distortions in markets. When an allocation such as the S&P 500 becomes too popular, it feeds on itself or, as George Soros would call it,

Bonds Big Message

Markets rebounded in May as easing trade tensions reignited global risk appetite. International stocks surged ahead, leaving U.S. equities trailing. A weaker dollar and rising Treasury yields pressured Wall Street, while Europe outperformed amid tariff delays. Despite the rally, fund managers remain cautious—a sentiment that may ironically support