Happy Sunday Guys!
For those of you who have been following the channel for some time, you will know that I like to deeply analyse exactly what is being said by the institutions in the space.
That’s because they are, whether we like it or not, the biggest players in the crypto space.
About 2 weeks ago, one of the most well-known crypto hedge funds in the space (Pantera Capital), released an insightful investor note.
It’s unfortunate that it came out just before the Russian invasion because it seems to have got lost in the noise.
That’s why I decided that it was only fitting to do a video on it. Today, I will be breaking down not only the letter itself but also some of the comments that they made in their February investor call.
I analyse some of their thesis around the Fed’s upcoming actions as well as how this may have changed given recent geopolitical risks.
I also share some of my own thoughts on where the crypto market could be heading in the next few months.
There is a lot of uncertainty in the market, but if there is one thing that the their letter made clear, itβs that blockchain assets remain one of the few safe havens you can really depend on.
I hope you enjoy!
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βοΈ π Useful Links π βοΈ
Pantera Capital Report: https://panteracapital.com/blockchain…
Dan Morehead: https://www.bloomberg.com/news/articl…
Jan CPI Numbers: https://www.bls.gov/news.release/pdf/…
Mortgage Bonds Hit Market: https://www.ft.com/content/c25a1c14-0…
Everything Bubble: https://www.bloomberg.com/news/featur…
Fed Buying: https://www.cnbc.com/2020/06/29/the-f…
Most Unusual Job Market Ever: https://www.washingtonpost.com/busine…
Knock-on Effects Sanctions: https://www.ft.com/content/dcf9fc4b-f…
March Rate hike Still on Track: https://www.bloomberg.com/news/articl…
Rate Expectations: https://www.bloomberg.com/news/articl…
Supply Chain Chaos: https://www.nytimes.com/2022/03/01/bu…
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π Disclaimer π
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
