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
Our latest look at valuation, earnings, and macro analysis point to stock market downside. Bearish institutional investor positioning provides room for bear market rallies.