Uncharted 10: Follow Up

11 March 2022

Dear subscribers,

Crypto is commonly known as a fast pace environment due to its high volatility, meaning that the market structure may change in a short time. Uncharted: Follow Up is a new series intended to update and develop on the most relevant topics discussed in the previous edition of Uncharted.

We hope to give you the most up-to-date insights to help you through your investment decision-making. Let the alpha leak!

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Bitcoin: An Asset Class of its Own

The market structure was somewhat unchanged since the release of Uncharted #10. Gold and oil outperformed as the Russia and Ukraine talks were unfruitful, and year-on-year inflation growth came in at +7.9%. From a risk-on-asset perspective, equities trended downward while bitcoin decoupled further during a volatile week.

Oil Gains and Bitcoin Decouples Further from Equities