The FTX Bankruptcy and contagion to other platforms is likely to be the Lehman moment for crypto assets. While we don’t know the exact details leading to the failure, on-chain analysis shows the 3AC failure in June as a flash point. We wish the analysis had been presented a few weeks prior, and not after […]
Archives for November 2022
Have Stocks Bottomed 2.0?
Our latest look at valuation, earnings, and macro analysis point to stock market downside. Bearish institutional investor positioning provides room for bear market rallies.