Bitcoin, Trump, and the art of the comeback—- 2024 is a year of second chances and big returns. The stakes are high as these unlikely bedfellows step back into the spotlight, each hoping to redefine the game.

In the first 100 days in office, the next US president has a second chance to make a first impression with bold crypto leadership. Beware—failing to act could cost the US its status as the world’s “capital of capital.”

Gold and bitcoin are vying to be the ultimate “all-weather” asset. The slowest-moving institutions—central banks—stick with gold’s legacy. Private investors lean into bitcoin’s edge. As inflation swells, only the right board (and goofy riders) can manage this wave.

Innovation drives us to abundance. And on the other side of abundance is art. The human drive for creativity and expression creates scarcity—and with it, value. AI art stood out as an overlooked opportunity at the latest GITEX. And it’s powered by crypto.

In AI-powered markets, even the smartest models can crash without some solid logic—kind of like blockchain drowning in its own data. That’s where tools like Digital Pulse step in, cutting through the chaos. And Litecoin might be the hidden gem everyone’s overlooking!

The balanced portfolio is chasing a mirage. The seemingly strong Q3 performance is a case in point—balanced portfolios underperformed “do-nothing” hard assets, including Bitcoin.

Tired of waiting for the next elevator ride upward? Pushing the options button on Bitcoin ETFs won’t make the elevator rise any faster, but it opens the door to more dynamic and engaging asset management strategies.

Slow but steady adoption of crypto technologies may not be the cycle investors anticipated, but it could catalyze long-term growth. With payments leading the charge, the focus on infrastructure is quietly reshaping the financial landscape.

Market trends are driven as much by perception as by data. Investor behavior shapes realities like Bitcoin's critical support levels. And in a world where old patterns are breaking, investor perceptions of the new reality are conflicting. Who wins: cash or crypto?

Bitcoin Nashville sent powerful signals. Politics and policy are aligning to support the next leg of this crypto cycle—widespread adoption.

Onchain finance is gaining traction. Project Diamond aims to achieve long-term scale over short-term growth by integrating into the regulatory mainstream. It’s live.

Ethereum’s US ETF is expected to start trading next week—and nobody seems to care. Bitcoin’s ETF gratification was delayed. Could ether’s be immediate?

Bitcoin miners are decoupling from the price of Bitcoin. It’s yet another sign of maturity—a sign that we expect to show up next in more sophisticated capital market activities like the “Bitcoin Bond.”

Investors seek uncorrelated assets for diversification. But adding such assets won’t always translate to “good” outcomes in the shorter term, evident in crypto assets most recently. This can signal opportunities–especially when magazine covers turn bearish.

This is a story about e-gold, born in the dot-com boom and passed on its inability to enter the regulatory mainstream. That won’t be repeated with the modern crypto economy—the efficiency gains are just too compelling. (Oh, and bitcoin was down this week.)

Passive strategies are dominating crypto investing. Or are they? The details show strong demand for active strategies. Rising market dispersion also indicates greater diversity for active investing in crypto.

Recession risks are pushing to the front of the line again. Policy can respond swiftly to lessen the risk. It’s an inflationary recession. Time to weather-proof your wallet.

Build a standard, and they will come. It happened in the United States with railroads, and we believe it's happening again with digital asset rails.

24/7/365. Bitcoin perfected it. Ethereum leveraged it for smart contract applications. And global financial players are now testing it. Trust the math…and the hype.

Too volatile, too slow are two tired criticisms of crypto technologies. Institutional engagement is rising sharply, and adoption is following. Stablecoins will sit at the center of active portfolio decisions because of their design features.

Crypto sparked a renaissance in real-time payments. Sleepy you say? Time for a wake-up call! Payment solutions are at the cutting edge of crypto’s integration into the mainstream…but it has plenty of competition.

Crypto asset markets are maturing with traditional asset managers offering onchain investment solutions. Yet, the market's nascency allows for much higher yields. Each step to higher yields is a step to higher risk. What's the cost?

What’s the next crisis? Don’t extrapolate recent history. Policy responses make the next crisis more likely to be inflationary than deflationary. Cash holdings are high – trapped by father time, forced to chase new nominal anchors including crypto.

Hunting for a use case for blockchain technologies? How about the future of intellectual property and a simple principle – what’s yours is yours. From property to payments, the future of standout companies will be to deliver this user experience.

Innovation is everything – even in things we take for granted, like bananas. It’s inherently slower in finance. Better, cheaper, faster will always win…with the right incentives.

Investors are attentive to “big caps” in this cycle. It’s a pick-and-shovel strategy to capture the megatrends in tech innovations – crypto included.

Institutions are defining the new bull market and investors are climbing the old wall of worry. Troubling signs of speculative excess in DeFi? There’s a push out the risk spectrum to be sure – a healthy endorsement of development more than a warning shot.

Centralized decentralization may be the ultimate oxymoron. Yet, it is the perfect description of the Bitcoin ETF dynamics. Does finance tend toward centralization? User experience will decide.

Who am I? I dress in orange, but deep down I’m really green. Bitcoin miners are constantly hunting for the cheapest feedstock. Stranded energy is it – and it’s green.

Step away from the token and lean into the technology. Mainstream companies are turning to crypto and crypto companies are merging to the mainstream.

Stablecoin is readying for integration into the payments mainstream. Global regulation is the unlock. The home of the US dollar is outsourcing its digital regulations…and it could turn out to be a brilliant strategy. Better off lucky than good.

Passive investment strategies were radical in the late 1970s when they were born. The strategies arrived at the right place, and the right time – like crypto assets today.

Bitcoin ETFs provide a familiar first step in the evolution of the financial system. It also marks the start of a new narrative – institutions are embracing crypto.

It looks like the 1990s. A fast hiking cycle, falling inflation, and a runway to a soft landing. Bitcoin doesn’t buy it. Scarcity is today’s theme, not the 1990s’ abundance of capacity. Scarcity premium belongs in your portfolio – crypto is one vessel.

Just Do It… within the law, please. Markets forced crypto to clean up, inviting institutional participation. Stablecoin is making its way to the main stage for the most ironic of reasons – its inherent stability.

Can bitcoin play the role of digital gold in diversification from the US dollar? Absolutely. But it must first overcome image problems – like its carbon footprint. We see bitcoin as a natively green network – part of the solution, not the problem.

Crypto asset markets have more than doubled from the lows. It’s a hated rally. Silent speculators point to a continuation of the trend. So do liquidity conditions, easing despite rate hikes and quantitative tightening.

Crypto technologists and regulators are joined at the hip, like it or not. Those who embrace it will win. It is not a disservice to decentralization – it is the natural step toward achieving scale.

Having the best tech – like crypto payment rails – and entrepreneurial drive isn’t enough. You need macro support. That’s China’s delicate balance – and the rest of us, too.

Global markets are seeing in “3-De” – deglobalization, dedollarization, decoupling. The technologist sees innovation unlocks from the Cold War, including digital finance entering the mainstream. International is lengthening its lead.

Crypto assets are up a lot despite weak global equity markets. Our Trend Strategy and the infrastructure built around it was resilient to the correlation break. Even the grumpy trader grinned. Onward.

This week we showcased a live version of a “Green Bond” via Project Diamond. Interested parties covered all corners of the world and diverse sectors.

What would it take for a digital euro to thrive? Maybe an executive decree – the definition of fiat, ironically. We study European imbalances that only add to the irony – it's Germany’s decision.

Bringing tokenized assets to cryptographic rails is a game-changer – the first step on a road to financial automation and efficiency.

Bitcoin is scarce. So are the original pet rocks. Scarcity isn’t enough. The asset has to deliver a valuable use case. Value creates demand. And for bitcoin, being a store of value may be its best and most limiting attribute.

Financial futures have a powerful function – move risk to those who want it. Hedge funds are usually the risk-takers. But in bitcoin futures, they are risk mitigators! You can still glean contrarian indicators from futures – you just have to look in a different place.

The headlines read “Hong Kong is crypto-friendly.” We had to evaluate it first-hand. Optimism is everywhere and forward-thinking is the norm. But it’s measured – a prudent path. And that’s good.

A US spot ETF for Bitcoin is inevitable. And there’s no time like the present. It’s symbolic of institutional adoption. Infrastructure providers will be the big winners.

What do the fundamentals say? Reflexivity argues they are only part of the story. Leverage is the key component that drives volatility across reflexive cycles. The reflexive interplay between fundamentals and expectations is aligned today – cheap and sanguine.

Tokenization is the epitome of dreaming big. All assets on digital rails seamlessly exchanged from peer-to-peer. Businesses with high asset turnover are natural unlocks.

The golden rule of investing – never be short innovation. The UAE clearly agrees. Our weeklong visit left us struck by the strategic vision to foster innovation.

How are digital assets doing? Not price…the fundamentals? With so many assets – and so much data – it’s been hard to answer that question, until now. Welcome to The Pulse: a systematic snapshot of the digital ecosystem’s fundamental health.

10. Think of bitcoin production as a “digital bond”. The key to any mining operation is its ability to access energy. Leveraging redundancies is ideal, and these are often in renewables. It is not an academic exercise, either...

We designed our indices with three goals: to be dynamic, to be rules based, and to be institutionally investible.