Crash Lending to Crash Landing – Macro Views
Ugly macro, banking crisis spreading to other parts, smart money looking for safe heavens in Gold & BTC, memecoin mania THE BIG PICTURE – Systematic Banking Crisis We are in the middle of a systemic banking crisis. For the first time I feel, and believe, that things are getting out of control for the US […]
Rising Crystal Ball: 2023 Macro & Crypto Outlook
Liquidity Matters Executive Summary 2022 was a very painful year for investors, across most risky asset classes. Unfathomable scams, hacks and plain vanilla embezzlements across crypto, wrecked most shrewd investors. Coupled with tightening liquidity, markets continue to infuse more pain as we enter 2023. Meanwhile, there has been an
