#  @ByteTree ByteTree ByteTree posts on X about bitcoin, stocks, has been, money the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1027208313744830465/interactions)  - [--] Week [-----] +750% - [--] Month [-----] -59% - [--] Months [------] +110% - [--] Year [------] +30% ### Mentions: [--] [#](/creator/twitter::1027208313744830465/posts_active)  - [--] Month [--] -56% - [--] Months [--] +171% - [--] Year [---] +5.90% ### Followers: [-----] [#](/creator/twitter::1027208313744830465/followers)  - [--] Week [-----] +0.08% - [--] Month [-----] no change - [--] Months [-----] -0.10% - [--] Year [-----] -0.17% ### CreatorRank: [---------] [#](/creator/twitter::1027208313744830465/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) **Social topic influence** [bitcoin](/topic/bitcoin), [stocks](/topic/stocks), [has been](/topic/has-been), [money](/topic/money), [#bitcoin](/topic/#bitcoin), [$bold](/topic/$bold), [gold](/topic/gold), [inflation](/topic/inflation), [japan](/topic/japan), [alltime](/topic/alltime) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Liquity BOLD (BOLD)](/topic/$bold) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rally (RLY)](/topic/rally) [Tether (USDT)](/topic/$usdt) [Strategy (MSTR)](/topic/$mstr) [iShares BTC Trust (IBIT)](/topic/$ibit) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Coca-Cola Co (KO)](/topic/$ko) [Apple, Inc. (AAPL)](/topic/$aapl) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Ethereum (ETH)](/topic/ethereum) [Kaspa (KAS)](/topic/kaspa) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) [Procter & Gamble (PG)](/topic/$pg) [ProShares Bitcoin Strategy ETF (BITO)](/topic/proshares) [Marathon Oil Corporation (MRO)](/topic/$mro) ### Top Social Posts Top posts by engagements in the last [--] hours "2019 was an eventful year in the #cryptocurrency space - here illustrated through [--] charts. Let's see what [----] brings. #BTC #BCH #BSV #LTC #DASH http://bit.ly/37NMkQc http://bit.ly/37NMkQc" [X Link](https://x.com/ByteTree/status/1222505198276562946) 2020-01-29T13:02Z [----] followers, [--] engagements "The ByteTree Terminal allows you to; 🕵View block-by-block data in real time. 📈Track network demand & supply. ⛏Monitor miner inventory levels. 🔍Analyse the latest network trends. .for #BTC #BCH #BSV #LTC & #DASH Go to to find out more. http://terminal.bytetree.com http://terminal.bytetree.com" [X Link](https://x.com/ByteTree/status/1254720734687039488) 2020-04-27T10:35Z [----] followers, [--] engagements "The latest ByteTree newsletter is now available: 🔥 The #Bitcoin Network Demand scores strong #bull at 5/6. 📈 #BTC saw $30Bn in tx value the past week. ⛏ MRI is #Bullish as #miners sell with strength. Sponsored by: @cryptocom https://bit.ly/2DuXAqK https://bit.ly/2DuXAqK" [X Link](https://x.com/ByteTree/status/1290641170926907393) 2020-08-04T13:30Z [----] followers, [--] engagements "Our latest newsletter is now available: 🔥 #Bitcoin scores strong bull (5/6) again this week. 📈 Velocity is over the critical 600% mark 💵 #BTC has made a remarkable recovery this year; up by 62% Sponsored by: @cryptocom https://bit.ly/2CgmNEU https://bit.ly/2CgmNEU" [X Link](https://x.com/ByteTree/status/1293175177296130048) 2020-08-11T13:19Z [----] followers, [--] engagements "On we have detected a significant jump in short-term 'Total Transaction Value' (see below). This bullish signal is partly due to @elliptic and their work with the US DoJ to identify and seize a Silk Road wallet worth over $1Bn 👀 #bitcoin #DOJ http://terminal.bytetree.com http://terminal.bytetree.com" [X Link](https://x.com/ByteTree/status/1324695360359596033) 2020-11-06T12:49Z [----] followers, [--] engagements "#Bitcoin knocks Chinese tech-conglomerate #Alibaba out of the top [--] assets Following exceptional growth in a recent month the digital asset's market cap is now over $700bn. Follow this thread to gain insight into why this is significant to the entire digital economy" [X Link](https://x.com/ByteTree/status/1347503121128370176) 2021-01-08T11:19Z [----] followers, [--] engagements "A slightly different one this week: - Why is #gold so cheap @AtlasPulse analyses the gold market. - #Bitcoin surges as real yields collapse. - Global credit markets benefit all - @TomSalter1999 looks at the #COMP token. Our weekly newsletter is out https://mailchi.mp/bytetree/why-is-gold-so-cheap https://mailchi.mp/bytetree/why-is-gold-so-cheap" [X Link](https://x.com/ByteTree/status/1420405677567221760) 2021-07-28T15:27Z [----] followers, [--] engagements "The launch of ProShares and Valkyrie futures ETFs last week has resulted in a spike in fund inflows with a total of [-----] #BTC added so far this month" [X Link](https://x.com/ByteTree/status/1454085804905615365) 2021-10-29T14:00Z [----] followers, [--] engagements "#Bitcoin #ETF inflows continue in March currently at a net positive of [----] BTC. The funds that have seen the biggest inflows so far this month are Purpose (BTCC.B & BTCC.U) and ProShares (BITO). Explore our data: https://terminal.bytetree.com/bitcoin/flows https://terminal.bytetree.com/bitcoin/flows" [X Link](https://x.com/ByteTree/status/1502318969398648835) 2022-03-11T16:22Z [----] followers, [--] engagements "Melrose ( $MRO) has spun off Dowlais ( $DWL). It was recommended in October [----]. The [----] invested saw a return of [---] from dividends and [---] from a special dividend. With the holdings worth [----] the total gain is 41%. DWL is the old GKN business and the unpopular rump. Yet in spinoffs the rump often surprises. Ill be covering their growth in EVs next week. Read the latest Multi-Asset Investor letter by @AtlasPulse https://bytetree.com/research/the-multi-asset-investor https://bytetree.com/research/the-multi-asset-investor" [X Link](https://x.com/ByteTree/status/1651188216010031104) 2023-04-26T11:35Z [----] followers, [---] engagements "Whod have thought that the #pound universally ridiculed by the FTies (lefties who read the Financial Times) would be on the verge of a 6-year high Only the Swiss Franc and the Singapore Dollar both financial safe havens are ahead of the pound over this post-Brexit period" [X Link](https://x.com/ByteTree/status/1664675368077516802) 2023-06-02T16:48Z [----] followers, [----] engagements "If you missed it $AAPL is now worth more than the #FTSE100. @AtlasPulse first highlighted this in last week's newsletter - read it here:" [X Link](https://x.com/anyuser/status/1675905991928434688) 2023-07-03T16:34Z [--] followers, [--] engagements "With over a decade of experience in #Bitcoin and more than double that in #Gold @AtlasPulse knows a thing or two about these highly liquid assets. In this @leadlagreport podcast Charlie Morris discusses their correlation performance and future outlook" [X Link](https://x.com/ByteTree/status/1676965206550003717) 2023-07-06T14:43Z [----] followers, [---] engagements "Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:" [X Link](https://x.com/ByteTree/status/1676965209603461120) 2023-07-06T14:43Z [----] followers, [---] engagements "As the financial textbooks state government bonds are risk-free. Eh This hammers home how extraordinary these times are for financial markets. @AtlasPulse covers this and more in our latest update 👇" [X Link](https://x.com/ByteTree/status/1677350881900068865) 2023-07-07T16:16Z [----] followers, [---] engagements "Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:" [X Link](https://x.com/ByteTree/status/1677350883959382018) 2023-07-07T16:16Z [----] followers, [---] engagements "The uptrend in #gold looks good but if the going gets tough gold will likely prove to be more resilient. Not only is it defensive in equity bear markets but the upward pressure on rates will inevitably cool paving the way for a gold relief rally" [X Link](https://x.com/ByteTree/status/1692209708487127431) 2023-08-17T16:20Z [----] followers, [--] engagements "According to the #MicroStrategy Premium which is over 60% sentiment is bullish. Too bullish perhaps but Saylor will keep issuing new shares and buying $BTC so long as that remains. The message from the market is that #Bitcoin is not currently a contrarian trade" [X Link](https://x.com/ByteTree/status/1692209711121113176) 2023-08-17T16:20Z [----] followers, [--] engagements "This is also confirmed by #Grayscale where the discount has narrowed from 50% to 25%. Still a discount but the point here is that the market has shortened the odds that the US ETF will get regulatory approval. And they should" [X Link](https://x.com/ByteTree/status/1692209713557934565) 2023-08-17T16:20Z [----] followers, [--] engagements "Most precious metals analysts would broadly expect #gold and #silver to end up in roughly the same place over the long term but silver would get there with more sleepless nights. So why bother The answer is that when silver is undervalued as it currently is there is the opportunity for a catch-up rally. Not only that but under the right conditions it will overshoot. In this article @AtlasPulse highlights how silver is trading as cheap gold. The Silver to Gold ratio is below average and that average has the potential to rise if inflation persists. The market is tight because less silver is" [X Link](https://x.com/ByteTree/status/1697217384132579724) 2023-08-31T11:58Z [----] followers, [---] engagements "The @vinterco ByteTree BOLD1 Index (BOLD) combines the worlds two most liquid alternative assets #Bitcoin and #Gold on a risk-adjusted basis. With naturally low correlation the diversification benefits of holding both assets have been unusually high" [X Link](https://x.com/ByteTree/status/1699056690581405788) 2023-09-05T13:47Z [----] followers, [---] engagements "Risk-weighted asset allocation techniques are commonly used in finance to improve risk-adjusted returns. BOLD uses the inverse volatility methodology which means the more volatile asset has a lower weight in the basket and vice versa" [X Link](https://x.com/ByteTree/status/1699056693311938613) 2023-09-05T13:47Z [----] followers, [--] engagements "LVMH (MC) has become Europes most valuable company selling [--] billion of luxury goods last year. The luxury business is remarkable as it seems to be one of the few areas outside of software that can make supernormal profits. But there's a problem" [X Link](https://x.com/ByteTree/status/1700186946662809755) 2023-09-08T16:38Z [----] followers, [---] engagements "In this week's update of The Multi-Asset Investor @AtlasPulse re-examines index-linked #bonds (AKA linkers (UK) or TIPS (US))" [X Link](https://x.com/ByteTree/status/1702006481623621807) 2023-09-13T17:09Z [----] followers, [---] engagements "Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:" [X Link](https://x.com/ByteTree/status/1702006483494264958) 2023-09-13T17:09Z [----] followers, [---] engagements "Congratulations to @Grayscale on the 10th anniversary of the launch of GBTC 🎉 The Grayscale Bitcoin Trust (GBTC) was the first publicly available #Bitcoin Fund that could be traded over the stockmarket. @AtlasPulse examines the historic performance 👇" [X Link](https://x.com/ByteTree/status/1706278921514237998) 2023-09-25T12:06Z [----] followers, [---] engagements "Centralised Exchanges still enjoy clear dominance in the crypto space compared to Decentralised Exchanges especially in terms of liquidity. Enter @THORChain. Learn more about THORChain and the value proposition of $RUNE in our latest Token Takeaway" [X Link](https://x.com/ByteTree/status/1707424507575624142) 2023-09-28T15:58Z [----] followers, [--] engagements "Over the past decade the worlds #automotive stocks have been valued at a trillion dollars up until the pandemic. Then the central banks printed money like never before and by late [----] the value exploded to $2.5 trillion before settling back to $1.8 trillion today" [X Link](https://x.com/ByteTree/status/1707789987289170256) 2023-09-29T16:10Z [----] followers, [---] engagements "@Tesla (US$782 billion) has been the best performer with Chinas top electric vehicle maker @BYDCompany (US$92 billion) in second place. The combined value of these two EV makers makes up 48% of the entire auto sector despite accounting for less than 10% of total sales" [X Link](https://x.com/ByteTree/status/1707789989759594774) 2023-09-29T16:10Z [----] followers, [--] engagements "While the West is on the cusp of #recession the @WorldBank upgraded growth forecasts in South Asia from 5.6% to 5.8%. The region is dominated by #India with its $2256 GDP per capita which contrasts with #Chinas $12556 GDP per capita. Why did India lag by so much The witty answer is its a democracy. Less talked about is #Pakistan probably because it has fewer people. Its GDP per capita lags India at $1505. #GDP per capita was about the same in the 1980s until China roared away. India and Pakistan have been surprisingly close but India has pulled away over the past decade. Yet India is a" [X Link](https://x.com/ByteTree/status/1712116435000938503) 2023-10-11T14:42Z [----] followers, [---] engagements "The Open Network has frequented the news this year following its surge in marketcap propelling it to 11th place overall. But is the high ranking deserved Learn more about #TON and its native token #TONCOIN in our latest Token Takeaway 👇" [X Link](https://x.com/ByteTree/status/1717554859140845794) 2023-10-26T14:52Z [----] followers, [---] engagements "This week saw both the #BankofEngland and the #FederalReserve hold back on further #interest rate hikes for the first time since the start of this cycle. Its a big deal for the markets and hopefully it brings relief. One thing we can be sure of is that if the US holds back on rate hikes the $dollar surge will reverse. That isnt necessarily great for US equities. But always comes as a relief to the rest of the world. The economy may get worse before it gets better but the opportunities are growing because value is becoming plentiful. The investors challenge is to find it. Read our end-of-week" [X Link](https://x.com/ByteTree/status/1720490045864374761) 2023-11-03T17:16Z [----] followers, [---] engagements "It was a difficult environment for #financial markets in [----] and we are pleased to report that both Multi-Asset Investor #portfolios ended the year with positive returns. The portfolios take a very different path from market portfolios focusing on risk management and embracing undervalued assets with opportunity and diversification. Read our end-of-year performance report by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1743257766884479206) 2024-01-05T13:06Z [----] followers, [---] engagements "Before Christmas we highlighted that the breadth in the #crypto market had started to improve but the new year has seen that reverse as shown by the decline in the number of crypto token 5-star trends in USD (blue in the chart below). Data source:" [X Link](https://x.com/ByteTree/status/1744405035901993070) 2024-01-08T17:05Z [----] followers, [---] engagements "In contrast #Bitcoin remains strong with only a small number of altcoins (blue) currently outperforming it. Top performers are listed on @BytetrendCrypto. Read our weekly crypto market update by @AtlasPulse for more:" [X Link](https://x.com/ByteTree/status/1744405038510858386) 2024-01-08T17:05Z [----] followers, [---] engagements "The #GoldETFs transformed the gold market in the 2000s - can the #BitcoinETFs do the same for #Bitcoin @AtlasPulse explains what the newly launched Bitcoin ETFs will mean for both Gold and Bitcoin. Read our latest report:" [X Link](https://x.com/ByteTree/status/1745778873424294039) 2024-01-12T12:04Z [----] followers, [---] engagements "In the world of #BitcoinETFs Fidelity beat iShares on day one" [X Link](https://x.com/ByteTree/status/1745810543082865109) 2024-01-12T14:10Z [----] followers, [---] engagements "Stablecoins are more relevant than ever and Tether $USDT dominates the space with a monumental market cap of $96 billion. The risk is that Tether is so large that it is now a single point of failure in crypto. Read our latest update by @AtlasPulse 👇" [X Link](https://x.com/ByteTree/status/1752013612233666729) 2024-01-29T16:59Z [----] followers, [---] engagements "Since the 1970s the almighty US economy has expanded at a 6% rate in nominal terms. With #inflation averaging 3.8% real growth has been around 2.2% which isnt bad for a juggernaut. The trouble is that government #debt has been growing at 9%. Fifty years of compounding at 3% add up and the debt-to-GDP ratio has risen from 35% in the 1970s to 121% today. Investors have learnt over the years that when the economy goes into #recession its best to own government bonds. But with alarming debt levels might this be wrong And if so what are the alternatives Read our latest update by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1753470601304404159) 2024-02-02T17:29Z [----] followers, [---] engagements "There are opportunities in the #airline sector because we are witnessing a post-pandemic #travel boom that shows no signs of abating and the price of #oil has stabilised. But the best company isnt always the best investment because valuation matters. We are looking for an airline with a strong balance sheet plenty of upside good returns growth and a low valuation. Moreover it's important to understand why the mispricing exists. Read our latest update by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1754920433181180120) 2024-02-06T17:30Z [----] followers, [----] engagements "Today we were delighted to speak to Michael Howell the MD and Founder of @crossbordercap. With decades of experience in financial markets Michael has become a leading authority on market liquidity - an important driver for financial markets" [X Link](https://x.com/ByteTree/status/1755994456354943031) 2024-02-09T16:37Z [----] followers, [----] engagements "Michael Saylors MicroStrategy recently acquired another [----] BTC which takes the total balance to [------] BTC held on their balance sheet. The companys net assets ($1 billion for the legacy software company and $2.2 billion debt) are now $9.8 billion with a market cap of $14.8 billion. That works out at a 52% premium to net asset value. Investors buying $MSTR for #Bitcoin exposure would be paying $152 for $100 of BTC. Why would anyone do that UK-based Bitcoin investors do among others. As Bitcoin ETFs remain banned in the UK MSTR stock is one of the few ways to trade Bitcoin using your broking" [X Link](https://x.com/ByteTree/status/1762861081762922882) 2024-02-28T15:23Z [----] followers, [---] engagements "Over the past [--] days weve seen the strongest new BTC #ETF inflows on record with [------] BTC added YTD. For years we have argued that #Bitcoin ETF flows were important and the current price action shows just how important they are. Our latest update highlights the winning and losing ETFs and the factors currently underpinning the $BTC price - read it for free:" [X Link](https://x.com/ByteTree/status/1762870116843192819) 2024-02-28T15:59Z [----] followers, [---] engagements "1 Million Bitcoin in sight 🔥" [X Link](https://x.com/ByteTree/status/1763547610072191020) 2024-03-01T12:51Z [----] followers, [---] engagements "In February $BOLD rose by 11.4% #Bitcoin rose by 44.7% #Gold rose by 0.2% while equities rose by 4.1% in USD terms. The Bitcoin ETF demand in February has exceeded our highest expectations. The ETFs collectively purchased [------] BTC costing over $6 billion. Whats more is that the total BTC held by funds is now nearly at [--] million or approx. 5% of the total available supply. While Golds monthly performance pales in comparison to Bitcoin the price is on the verge of an all-time high despite the continued outflows from Gold ETFs. Finally unlike both Bitcoin and Gold BOLD has made a new all-time" [X Link](https://x.com/ByteTree/status/1763576819289141479) 2024-03-01T14:47Z [----] followers, [---] engagements "Bitcoin ETFs are already well underway in March with positive net flows of [-----] BTC added to funds. The biggest buyers are BlackRock's $IBIT and Fidelity's $FBTC while Grayscale's $GBTC continues to see outflows. Source:" [X Link](https://x.com/ByteTree/status/1767230211483996327) 2024-03-11T16:44Z [----] followers, [---] engagements "Join us for today's webinar featuring @LawrenceLepard @MarkValek and @AtlasPulse - a rare opportunity to gain invaluable insights directly from the world's top #Bitcoin and #Gold fund managers. Don't miss out Register to attend:" [X Link](https://x.com/ByteTree/status/1770391315647283352) 2024-03-20T10:05Z [----] followers, 10.8K engagements "In this webinar @LawrenceLepard @MarkValek and @AtlasPulse discussed competition between #Bitcoin and #Gold government and regulatory perspectives central bank involvement and risk vs return profiles in strategic asset allocation" [X Link](https://x.com/ByteTree/status/1770843460754448858) 2024-03-21T16:02Z [----] followers, [---] engagements "We have officially published the 100th issue of our weekly #Crypto publication 🎉 The crypto space has evolved immensely over the years and our mission has been to identify the leading #cryptotoken trends for a strong portfolio that can beat #Bitcoin. This has by no means been an easy task during the crypto winter but the results speak for themselves. In celebration of this milestone we have opened up this article to everyone. If you are a crypto investor looking for new opportunities we invite you to take a look:" [X Link](https://x.com/ByteTree/status/1772608796558307423) 2024-03-26T12:57Z [----] followers, [---] engagements "Bitcoin Halving approaches but who pays for Bitcoin Funding the #Bitcoin miners keeps the network running as they do it because they get paid. The reality is that the #miner fees have very much reduced since the last cycle due to the implementation of SegWit a system upgrade to increase the network capacity. As we move through the halving cycles the new supply shrinks rapidly but the miners still need to be paid. While we are bullish on Bitcoin there are realistic limits. The fees will have to keep on rising because we can't count on an ever-higher Bitcoin price whether we like it or not." [X Link](https://x.com/ByteTree/status/1773405359647952921) 2024-03-28T17:42Z [----] followers, [---] engagements "After an unprecedented rate of #BitcoinETF demand things have started to settle. We emphasize settle as the net flows remain positive: [----] (YTD) January: +3690 $BTC February: + [------] BTC March: +74713 BTC 1st-4th April: +660 BTC http://BOLD.report http://BOLD.report" [X Link](https://x.com/ByteTree/status/1776214037505704426) 2024-04-05T11:43Z [----] followers, [---] engagements "Among the US ETFs @BlackRock's IBIT and Fidelity's FBTC have been the outperformers. YTD net flows $IBIT Jan: +61045 $BTC Feb: +87912 BTC Mar: +101094 BTC Apr: +5327 BTC $FBTC Jan: +45828 BTC Feb: +52995 BTC Mar: +40889 BTC Apr: +3085 BTC http://BOLD.report http://BOLD.report" [X Link](https://x.com/ByteTree/status/1776214039862915469) 2024-04-05T11:43Z [----] followers, [---] engagements "The January launch of the US ETFs has been a game changer. We have never seen so much money enter the #Bitcoin Network in such a short time frame hence the new all-time high in March. Flows have peaked for the time being which isnt surprising given how strong they have been" [X Link](https://x.com/ByteTree/status/1776214044535402797) 2024-04-05T11:43Z [----] followers, [--] engagements "Additionally #BitcoinHalving is coming up and the halving bulls have likely invested ahead of time. #Halving is an anti-climax event but behind that the Bitcoin Network tightens as supply wanes. Assuming demand grows the price can only ever go up" [X Link](https://x.com/ByteTree/status/1776214046435389469) 2024-04-05T11:43Z [----] followers, [---] engagements "Check out for a reliable #BitcoinETF data source. The data is updated daily and we also publish ETF flows and holdings for #Gold. We regularly highlight the charts in our research updates so make sure to subscribe for free on http://BOLD.report http://bytetree.com http://BOLD.report http://bytetree.com" [X Link](https://x.com/ByteTree/status/1776214048331157951) 2024-04-05T11:43Z [----] followers, [---] engagements ".@AtlasPulse writes: "Despite having a 5000-year history in finance #gold remains a controversial asset and widely misunderstood. Central banks hoard it because when things go wrong theres nothing better. The super-rich hoard it admiring the #diversification benefits and long-term inflation protection. People in the developing world also hold it trusting it more than they do cash. Yet for some reason the majority of Western middle classes shun gold. Gold doesnt get the credit that it deserves." Read more:" [X Link](https://x.com/ByteTree/status/1778751337963954631) 2024-04-12T11:45Z [----] followers, [---] engagements "A refreshing post to read and your views very much align ours. The BOLD Index might be of interest - it combines Bitcoin and Gold on a risk-adjusted basis. Bitcoin and Gold have low correlation so the index accumulates the weaker asset in a monthly rebalancing process. Data available on and research at - feel free to send questions to" [X Link](https://x.com/ByteTree/status/1778904954280771814) 2024-04-12T21:56Z [----] followers, [--] engagements "Altcoins across the board took a hit from the recent geopolitical turbulence. Notably $BTC dominance is now over 55% which is the highest since early [----]. https://www.bytetree.com/research/2024/04/geopolitical-turbulence/ https://www.bytetree.com/research/2024/04/geopolitical-turbulence/" [X Link](https://x.com/ByteTree/status/1779875442217890139) 2024-04-15T14:12Z [----] followers, [---] engagements "With [--] hours to go the #BitcoinHalving is officially upon us The Halving event itself is a great anti-climax and for most of the world it will go unnoticed. It's the bigger picture that matters and we will highlight some points in the thread below" [X Link](https://x.com/ByteTree/status/1781356967170035821) 2024-04-19T16:19Z [----] followers, [----] engagements "The view is that #Bitcoin halvings are bullish because they squeeze the supply. If demand remains constant/increases then the $BTC price can only rise. That's true but that halving alone can accomplish that and demand is irrelevant is a common misconception" [X Link](https://x.com/ByteTree/status/1781356974522651121) 2024-04-19T16:19Z [----] followers, [--] engagements "We saw this with #Litecoin an early Bitcoin copycat. $LTC has halvings and a slightly lower supply rate. Despite this the last two halvings have not done much. This demonstrates that if a crypto token has low demand squeezing the supply doesn't create more value" [X Link](https://x.com/ByteTree/status/1781356976636580317) 2024-04-19T16:19Z [----] followers, [---] engagements "Our founder @AtlasPulse had the pleasure of talking to Kerry Stevenson from @GoldEventsAU discussing the current state of financial markets #Bitcoin #Gold and of course the BOLD Index. Watch the full interview 👇 https://youtu.be/JZNyL0jawso https://youtu.be/JZNyL0jawso" [X Link](https://x.com/ByteTree/status/1782728836297175251) 2024-04-23T11:10Z [----] followers, [---] engagements "What drives the Gold Miners and how do you select a winning $gold stock Gold expert @AtlasPulse takes a deep analytical dive into the #VanEck Gold Miners ETF $GDX to assess the best and worst performers out of the [--] stocks. https://www.bytetree.com/research/2024/05/inside-gdx-how-to-select-a-winning-gold-stock/ https://www.bytetree.com/research/2024/05/inside-gdx-how-to-select-a-winning-gold-stock/" [X Link](https://x.com/ByteTree/status/1788962904185643471) 2024-05-10T16:02Z [----] followers, [---] engagements "ByteFolio was designed to find opportunities that can outperform #Bitcoin. It's pleasing to see its performance because it's been difficult to outwit Bitcoin in this cycle. Bitcoin dominance remains firm at 53% while $ETH $BNB and $SOL make up 20% of the market. $USDT takes a 5% share while all other 1000s of crypto tokens add up to less than 20% of the market share. More here: https://www.bytetree.com/research/2024/05/bitcoin-dominance/ https://www.bytetree.com/research/2024/05/bitcoin-dominance/" [X Link](https://x.com/ByteTree/status/1790428892857037257) 2024-05-14T17:08Z [----] followers, [---] engagements "Having been a professional fund manager for nearly three decades ByteTree Founder Charlie Morris has become an expert in identifying value opportunities in the markets. After spending many years managing billion-dollar funds for leading institutions like HSBC he wanted to bring his expertise to private investors. The Soda low to medium risk and Whisky medium to high risk model portfolios were launched in [----] and are now published in The Multi-Asset Investor on While searching for investment opportunities for Whisky Charlie would often come across many great and undervalued companies that" [X Link](https://x.com/ByteTree/status/1791493511222612078) 2024-05-17T15:38Z [----] followers, [----] engagements "Bitcoin mining involves solving complex mathematical problems. In #Bitcoins early days that could be solved by a home PC. Today the Bitcoin price is around $70000 meaning that the daily block reward is worth $31.5 million. That makes it a highly competitive space where the miners require a significant amount of #hashpower to win a block. Consequently the mining infrastructure has ballooned and the #energy consumption along with it. But how much energy does Bitcoin consume and is it worth it Read our latest Bitcoin deep-dive by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1793978596446380136) 2024-05-24T12:13Z [----] followers, [---] engagements "#BitcoinETFs have arrived in London It's great to see some progress being made but they are still for professional investors only. Can you guess how many trades have been made since they launched on LSE Learn more in our latest update by @AtlasPulse https://www.bytetree.com/research/2024/05/bitcoin-etfs-come-to-london/ https://www.bytetree.com/research/2024/05/bitcoin-etfs-come-to-london/" [X Link](https://x.com/ByteTree/status/1795448457060118990) 2024-05-28T13:34Z [----] followers, [---] engagements "The ByteTree @21Shares @vinterco BOLD Index combines the worlds two most liquid alternative assets #Bitcoin and #Gold. Due to their naturally low correlation the diversification benefits of holding both assets have been unusually high. The latest #BOLD rebalancing at the end of May sees 2.3% added to Gold and the corresponding amount reduced from Bitcoin to meet the new target weights. By accumulating the weaker asset at the expense of the stronger means that the monthly rebalancing continually adds value as their prices cross over - i.e. buying low and selling high. BOLD was never designed" [X Link](https://x.com/ByteTree/status/1797666872244003166) 2024-06-03T16:29Z [----] followers, [----] engagements "Yesterday we hosted the latest live webinar in our #Bitcoin and #Gold in [----] series. @AtlasPulse was joined by Alex Pollak from @21Shares to discuss the BOLD Index which is our Bitcoin and Gold strategy. Watch the webinar on YouTube https://youtu.be/I82bgLzgcnY https://youtu.be/I82bgLzgcnY" [X Link](https://x.com/ByteTree/status/1798748433072721995) 2024-06-06T16:07Z [----] followers, [----] engagements "The Peoples Bank of China has been steadily accumulating #gold since [----] now holding an impressive [----] million ounces making it the 6th largest gold holder globally. Interestingly May saw no new purchases from the #PBOC. This isn't a worry as their strategy has previously involved pausing during high prices and resuming accumulation when prices dip. With gold currently at a high it's likely they are waiting for the next optimal buying opportunity. However whats particularly noteworthy is the rise in Chinese #GoldETFs. China now boasts [--] gold ETFs up from just [--] in [----] collectively holding" [X Link](https://x.com/ByteTree/status/1803472424761008359) 2024-06-19T16:58Z [----] followers, [---] engagements "Chilly market day🥶Not many #crypto tokens are outperforming #Bitcoin atm. $TON is the standout performer for June having outperformed $BTC since the start of the month. This is illustrated by the yellow fill in the chart below which shows $TON on a 5-star ByteTrend in BTC" [X Link](https://x.com/ByteTree/status/1804101974847090774) 2024-06-21T10:40Z [----] followers, [---] engagements "Today has also seen $KAS and $PENDLE gain bullish uptrends in $BTC https://x.com/BytetrendCrypto/status/1804055780255019317 Crypto Highs & Lows in Bitcoin https://t.co/rM6k5GVgNt Page: [--] of [--] #PENDLE $PENDLE #KAS $KAS #GMX $GMX #AUDIO $AUDIO #CFX $CFX #CSPR $CSPR #DFI $DFI #EGLD $EGLD #GLMR $GLMR #CHZ $CHZ #DOT $DOT #AXL $AXL #FXS $FXS #SENSO $SENSO #SNM $SNM #ILV $ILV #LNR $LNR https://t.co/C0oMDZdf1r https://x.com/BytetrendCrypto/status/1804055780255019317 Crypto Highs & Lows in Bitcoin https://t.co/rM6k5GVgNt Page: [--] of [--] #PENDLE $PENDLE #KAS $KAS #GMX $GMX #AUDIO $AUDIO #CFX $CFX #CSPR" [X Link](https://x.com/ByteTree/status/1804101977128702063) 2024-06-21T10:40Z [----] followers, [--] engagements "Call it a soft patch. In both [----] and 2018/9 we saw rates and inflation turn down coinciding with a period of Bitcoin weakness. When the reading went negative in March [----] Bitcoin crashed just as it did in November [----]. The [----] bull market followed rates and inflation higher until early [----] when the situation had stabilised. Then there's the US ETF hype that saw strong inflows into Bitcoin ETFs in February and March. That has now changed to modest outflows. The ETFs also skewed this halving cycle. Past halving cycles have seen a run-up to halving then a pause followed by a new all-time" [X Link](https://x.com/ByteTree/status/1806011117530915295) 2024-06-26T17:06Z [----] followers, [--] engagements "In both [----] and 2018/9 we saw rates and inflation turn down coinciding with a period of #Bitcoin weakness. When the reading went negative in March [----] #Bitcoin crashed just as it did in November [----]. The [----] bull market followed rates and inflation higher until early [----] when the situation had stabilised. Now the hot money is falling again from very high levels. If you believe that #inflation is contained and rates are headed back to the floor then Bitcoin is in for a rough ride. We don't - here's why: Chart 1: Combining the 2-year US bond yield (black) with 2-year inflation expectations" [X Link](https://x.com/ByteTree/status/1806621742124659116) 2024-06-28T09:32Z [----] followers, [---] engagements "The BOLD Index combines #Bitcoin and #Gold the worlds two most liquid alternative assets on a risk-adjusted basis. This strategy leverages their low correlation to enhance diversification. Following the latest monthly rebalancing on [--] June the BOLD Indexs new target weights are 25.1% Bitcoin and 74.9% in Gold. #BOLD adjusts allocations based on volatility aiming for equal risk rather than equal value in each asset. In the short term BOLD is at its best when Bitcoin disappoints. Not only does it hold less Bitcoin (typically 25%) but it goes on to accumulate more at lower prices so that BOLD" [X Link](https://x.com/ByteTree/status/1807814933620355082) 2024-07-01T16:34Z [----] followers, [---] engagements "Following a strong accumulation phase around the launch of the US ETFs and another attempt in May the #BitcoinETFs have seen modest outflows in June. These need to return for the price to rebound. Source: http://BOLD.report http://BOLD.report" [X Link](https://x.com/ByteTree/status/1808070356835434793) 2024-07-02T09:29Z [----] followers, [---] engagements "Contrastingly and following a long period of outflows #Gold ETFs have seen modest inflows return as investors face lower rates. Source: http://BOLD.report http://BOLD.report" [X Link](https://x.com/ByteTree/status/1808070359154889176) 2024-07-02T09:29Z [----] followers, [---] engagements "Top [--] holders of $IAU vs $IBIT show #BitcoinETF flows are dominated by hedge funds private investors and family offices while #Gold ETFs are dominated by institutional investors. Bitcoin's long-term bull case will be done when they match. Source: https://www.bytetree.com/research/2024/07/holding-steady/ https://www.bytetree.com/research/2024/07/holding-steady/" [X Link](https://x.com/ByteTree/status/1808070361470165049) 2024-07-02T09:29Z [----] followers, [---] engagements "Demand for mid and small-caps rapidly increased after the music stopped. That next repeat cant be too far away because the Investment Company Institute Data shows how flows have turned negative this year and the reading has begun to stand out" [X Link](https://x.com/ByteTree/status/1808457709743718866) 2024-07-03T11:08Z [----] followers, [--] engagements "Thats not all as strange things are happening. As the economic data points towards a slowdown especially in consumer-facing parts of the economy we have seen the oil price rally 13% and bond yields jump over renewed inflation fears. https://x.com/ByteTrend/status/1808395917919133708 https://x.com/ByteTrend/status/1808395917919133708" [X Link](https://x.com/ByteTree/status/1808457711924736445) 2024-07-03T11:08Z [----] followers, [---] engagements "The share price chart for $META is one for the history books. It collapsed in [----] from a record valuation as the market moved into an advertising downturn and rejected METAs heavy investment in the metaverse. The company slashed costs and remarkably META made a new high" [X Link](https://x.com/ByteTree/status/1813226557453762566) 2024-07-16T14:57Z [----] followers, [---] engagements "We believe investors buying these stocks will come off badly because something has to break echoing the 2000-2003 era when the market sensed that things could not get any better. They didnt and when things got worse the market took no prisoners" [X Link](https://x.com/ByteTree/status/1813226562805739651) 2024-07-16T14:57Z [----] followers, [--] engagements "Todays star stock is the AI chip maker Nvidia $NVDA but [--] years ago it was the server maker Cisco $CSCO. Since its peak in [----] the sales have grown at just 2.7% p.a. and the shares are still 40% lower after [--] years. It is remarkable how destructive bubbles can be" [X Link](https://x.com/ByteTree/status/1813226565225857054) 2024-07-16T14:57Z [----] followers, [---] engagements "Gold makes a new high in every currency. #gold #XAU #XAUUSD $XAU" [X Link](https://x.com/ByteTree/status/1813947353797427226) 2024-07-18T14:42Z [----] followers, [---] engagements "As a computer powerhouse for AI and machine learning applications #Akash has greatly benefitted from this year's #AI hype. But can it sustain activity on the network in the face of fierce competition And how will it impact the native token $AKT https://www.bytetree.com/research/2024/07/akash-a-global-decentralised-compute-marketplace/ https://www.bytetree.com/research/2024/07/akash-a-global-decentralised-compute-marketplace/" [X Link](https://x.com/ByteTree/status/1817486150983954828) 2024-07-28T09:04Z [----] followers, [---] engagements "Consumers are feeling the pinch and with another bout of political uncertainty parts of the stock market are starting to feel the pressure. The economic surprise indices are pointing down in Europe and the USA simultaneously" [X Link](https://x.com/ByteTree/status/1818604609612488718) 2024-07-31T11:08Z [----] followers, [---] engagements "The surprise indices observe the economic data as it comes in such as employment tax receipts inflation trade and so on. It then decides whether its positive or negative according to what was expected. Finally it adds or subtracts from the index to give the result" [X Link](https://x.com/ByteTree/status/1818604611898314918) 2024-07-31T11:08Z [----] followers, [--] engagements "Rising is deemed to be positive and falling negative. While early [----] saw a strong USA and a weak Europe late [----] saw a strong Europe and a softer US. Now they are both falling which has translated to a dip in the leading tech stock countered by an upturn in the $Yen" [X Link](https://x.com/ByteTree/status/1818604614289084433) 2024-07-31T11:08Z [----] followers, [--] engagements "The close inverse correlation shows that the $yen could continue to perform if stock markets get into trouble. The Bank of Japan meets tomorrow and we could see the first interest rate hike in many years. If Japan is increasing rates and the US is cutting the yen will soar" [X Link](https://x.com/ByteTree/status/1818604616507851256) 2024-07-31T11:08Z [----] followers, [---] engagements "Theres more to $BOLD than simply a blend of Bitcoin and Gold prices. There is excess return from the asset allocation and the rebalancing transactions. The weights also help to keep the signal consistent as an optimised quantity of Bitcoin and Gold is held each month. That makes the BOLD Index a useful macroeconomic indicator which reflects things like global liquidity money supply and inflation. Most people would agree that it is beneficial to own #Gold during a stockmarket crash. It might not go up and it might even go down but likely much less so than the stockmarket itself. Therefore Gold" [X Link](https://x.com/ByteTree/status/1819394247717458424) 2024-08-02T15:26Z [----] followers, [---] engagements "The market has had a #deflation fright but without a major event such as a default. That means #bondyields (black) and #inflation expectations (red) have fallen. Their combined value (blue) has cooled from 7.9% to 5.2% in recent weeks" [X Link](https://x.com/ByteTree/status/1820420096826732740) 2024-08-05T11:22Z [----] followers, [---] engagements "At the epicentre of this is the #Yen. Investors have been borrowing cheap Yen due to its low interest rate and investing the proceeds elsewhere. The Yen is surging and those loans are now more expensive to repay forcing liquidations. $GBP $JPY" [X Link](https://x.com/ByteTree/status/1820420099175539035) 2024-08-05T11:22Z [----] followers, [--] engagements "It is remarkable this carry trade has been going on for so long much to our frustration. #Yen strength has caused the #Nikkei225 to fall 25% in short order making Japanese equities the lowest compared to the world since the 1970s" [X Link](https://x.com/ByteTree/status/1820420101545295911) 2024-08-05T11:22Z [----] followers, [---] engagements "Other casualties are technology stocks bank stocks and the Mexican Peso. Surprisingly $USD is also down as in recent market events it has tended to act as a safe haven. Government bonds have risen along with the Yen and the Swiss Franc. The Chinese Renminbi has also gained" [X Link](https://x.com/ByteTree/status/1820420104015745405) 2024-08-05T11:22Z [----] followers, [--] engagements "Following last week's crash #Bitcoin's 200-day moving average is still strong which is positive. The 30-day MA is rolling over which reflects last weeks crash yet the price is below both MAs which isnt great but that can change quickly" [X Link](https://x.com/ByteTree/status/1823291772119716266) 2024-08-13T09:33Z [----] followers, [---] engagements "The $BTC 20-day max and min lines are important because they capture the pattern of lower highs and lows which has been ongoing since March. The crash didnt disappoint and made yet another new low last week" [X Link](https://x.com/ByteTree/status/1823291774564975058) 2024-08-13T09:33Z [----] followers, [--] engagements "To break this down cycle Bitcoin needs to make a new high above $70000 or the downtrend will persist. It also needs to touch the blue max line first. Historically we've seen a strong move in October following a weak August and September. No guarantees of course" [X Link](https://x.com/ByteTree/status/1823291776855126116) 2024-08-13T09:33Z [----] followers, [--] engagements "The recent shakeout in crypto has been even more brutal in #altcoins as demonstrated by the 3-year low in #Ethereum vs #Bitcoin" [X Link](https://x.com/ByteTree/status/1823291779304526315) 2024-08-13T09:33Z [----] followers, [--] engagements "This is being repeated across the board as most of the top [---] #crypto tokens are currently showcasing bearish trends in #Bitcoin. Despite a weak patch $BTC is outperforming the whole sector. @BytetrendCrypto http://ByteTrend.io http://ByteTrend.io" [X Link](https://x.com/ByteTree/status/1823291781854659011) 2024-08-13T09:33Z [----] followers, [--] engagements "The economy is slowing down and that could mean lower rates. #Crypto surely likes easy money which lower rates will deliver but if the economy is slowing that may not be enough. What crypto really likes is red-hot monetary conditions and it seems we are going the other way" [X Link](https://x.com/ByteTree/status/1823291784358764682) 2024-08-13T09:33Z [----] followers, [---] engagements "We cover the #crypto sector once a week - subscribe for free to follow future updates. https://www.bytetree.com/research/2024/08/dead-cat-bounce/ https://www.bytetree.com/research/2024/08/dead-cat-bounce/" [X Link](https://x.com/ByteTree/status/1823291786317427034) 2024-08-13T09:33Z [----] followers, [---] engagements "Last week the US economy appeared to be slowing down with weak employment data and the market reaction seemed to be fairly extreme. The #VIXIndex which is derived from option prices surged last Monday as if it were a full-on #financialcrisis" [X Link](https://x.com/ByteTree/status/1823670865218691379) 2024-08-14T10:39Z [----] followers, [---] engagements "Other times when the #VIX was over 100% above its 200-day moving average were during major market blow-ups. The jobs data alone probably didnt warrant the VIX Spike but it is a clear signal that extremes have emerged across financial markets and the yen was the poster child" [X Link](https://x.com/ByteTree/status/1823670867651444854) 2024-08-14T10:39Z [----] followers, [--] engagements "Having fallen by 9% since February the #yen turned around and was briefly 5% up last week. From the low to the high the yen rose by 15% in [--] days. Now it has settled a little and is flat since February" [X Link](https://x.com/ByteTree/status/1823670870486778278) 2024-08-14T10:39Z [----] followers, [--] engagements "Some claim the carry trade whereby speculators borrow cheap #yen to invest elsewhere is largely unwound. I doubt that as the yen has been weakening since [----] and it is impossible to measure how much unwinding remains" [X Link](https://x.com/ByteTree/status/1823670872747422151) 2024-08-14T10:39Z [----] followers, [--] engagements "What is clear is that the #yen offers efficient portfolio protection much more so than government #bonds. We are therefore very comfortable continuing to hold it" [X Link](https://x.com/ByteTree/status/1823670874798498213) 2024-08-14T10:39Z [----] followers, [---] engagements "There were other signs of stress notably the TED spread which @AtlasPulse covered in yesterday's The Multi-Asset Investor letter. Continue reading https://www.bytetree.com/research/2024/08/bashing-cyclicals/ https://www.bytetree.com/research/2024/08/bashing-cyclicals/" [X Link](https://x.com/ByteTree/status/1823670877315088432) 2024-08-14T10:39Z [----] followers, [---] engagements "Various macro experts doubt the #gold trend because positioning is too high. I just dont see it While investors have largely missed this gargantuan gold rally the central banks have bagged it. @AtlasPulse https://www.bytetree.com/research/2024/08/the-quiet-gold-boom/ https://www.bytetree.com/research/2024/08/the-quiet-gold-boom/" [X Link](https://x.com/ByteTree/status/1824482517790937362) 2024-08-16T16:25Z [----] followers, [---] engagements "Gold exploration stocks are the most desirable business model during established gold bull markets as they are the only ones capable of delivering positive surprises at high gold prices. With the gold price above $2500 its time to embrace gold exploration and this recommendation is a gem: https://www.bytetree.com/research/2024/08/venture-gold-exploration/ https://www.bytetree.com/research/2024/08/venture-gold-exploration/" [X Link](https://x.com/ByteTree/status/1826207007352746176) 2024-08-21T10:37Z [----] followers, [---] engagements "At the recent #JacksonHole conference the Fed Chair Jerome Powell made it clear that this rate cycle is over and that cuts are coming. He is concerned that employment is slowing and that inflation expectations are now anchored at 2%. Hes ready to cut rates in September and the market thinks that will be 0.25% or possibly 0.5%. The 2-year yield has fallen to 3.9% compared to base rates at 5.5% which is the #bond markets way of pricing in future #ratecuts. The lower chart shows the difference at -1.6% meaning that a full rate-cutting cycle lies ahead. Indeed this reading is more pronounced than" [X Link](https://x.com/ByteTree/status/1829177589593764221) 2024-08-29T15:21Z [----] followers, [---] engagements "The #BOLD Index allocates to #Bitcoin and #Gold on a risk-adjusted basis and rebalances monthly. The latest rebalancing at the end of August set the new target weights as 25% for Bitcoin and 75% for Gold. Bitcoin and Gold are important alternative assets. With Gold recently having had such a strong run itll be Bitcoins turn before too long. Read the August rebalancing report by @AtlasPulse 👉 @21Shares @21co__ @vinterco https://www.bytetree.com/research/2024/09/working-together/ https://www.bytetree.com/research/2024/09/working-together/" [X Link](https://x.com/ByteTree/status/1830891821364384067) 2024-09-03T08:53Z [----] followers, [---] engagements "This week we looked at the latest developments with $TON #Maker #ReserveRights #Stacks #Velo and #Kaspa. It's been too long since the last crypto rally and investors are getting impatient. But good things always happen in Q4 - [--] month to go https://www.bytetree.com/research/2024/09/censored/ https://www.bytetree.com/research/2024/09/censored/" [X Link](https://x.com/ByteTree/status/1830949021952696629) 2024-09-03T12:40Z [----] followers, [---] engagements "The good things always happen in Q4 - [--] month to go #Bitcoin" [X Link](https://x.com/ByteTree/status/1831264942940705000) 2024-09-04T09:36Z [----] followers, [---] engagements "In the unique Proof of Work sector where few projects except #Bitcoin have a truly addressable market #Kaspa has demonstrated that a combination of strong technology and robust tokenomics can attract significant attention. https://www.bytetree.com/research/2024/08/beyond-bitcoin-kaspas-ascent-in-the-proof-of-work-realm/ https://www.bytetree.com/research/2024/08/beyond-bitcoin-kaspas-ascent-in-the-proof-of-work-realm/" [X Link](https://x.com/ByteTree/status/1831612734221287722) 2024-09-05T08:38Z [----] followers, [---] engagements "The big news this week came from the US #bondmarket which saw the #yieldcurve normalise for the first time since mid-2022. That means the 10-year bond yield is now marginally above the 2-year yield and so the yield curve is no longer inverted. Yet an inverted curve is thought to forecast a #recession (pink verticals) just as it did in [----] [----] [----] [----] and [----]. But you may notice that the inverted curve warned of trouble ahead but the past recessions didnt start until the yield curve normalised. Might this time be different Read our latest update of The Multi-Asset Investor by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1833528315983876214) 2024-09-10T15:29Z [----] followers, [---] engagements "It has been a rough week for markets and #Bitcoin too. But the problem is across markets and not Bitcoin or #crypto specific. The market liquidity is running dry and needs a boost for things to improve. Rate cuts are on the way but they may indeed imply that the monetary system has become too tight and needs to ease. Looking at Bitcoin (black) against the NASDAQ (green) they remain correlated and so Bitcoins weakness comes as no surprise in the face of a falling stockmarket. In this week's crypto update we also take a look at #VELO #Uniswap #Cardano and #Tether. 👉 📈 Bitcoin and NASDAQ" [X Link](https://x.com/ByteTree/status/1833831650054029531) 2024-09-11T11:35Z [----] followers, [---] engagements ""The strength in #gold reflects increasing current and future fiat money supply among other things and bitcoin will rally when the economy picks up or when the sound of stimulus is heard" @AtlasPulse @godbole17 covers the gold rally in @CoinDesk https://www.coindesk.com/markets/2024/09/13/golds-market-beating-rally-hints-at-renewed-bullishness-for-bitcoin-or-does-it/ https://www.coindesk.com/markets/2024/09/13/golds-market-beating-rally-hints-at-renewed-bullishness-for-bitcoin-or-does-it/" [X Link](https://x.com/ByteTree/status/1834609162480767133) 2024-09-13T15:04Z [----] followers, [---] engagements "The #Gold price has made a fresh new all-time high this morning For the gold price to double we need buyers and fortunately they are joining the queue. According to @JanGold_ the Saudi Central Bank has bought [---] tonnes under the radar through Switzerland. What's more not only are the central banks still active but Wall Street has finally noticed whats going on. I say Wall Street because most of the action has indeed happened on Wall Street through ETP (ETF) buying wherever the orders originated from around the world. Since May the gold flows have turned the corner and started accumulating." [X Link](https://x.com/ByteTree/status/1837058874156679214) 2024-09-20T09:19Z [----] followers, [---] engagements "It takes a lot to get a #gold bull market started but once its off it can keep on going for years. The miners get dragged along until eventually investors catch on. As youll soon see theres no fever like gold fever. This is the sixth gold miner I have added to Venture since last year. The shift has moved from production companies to exploration because that is where the most value can be realised. The flows into the #GoldETFs have been negative since mid-2020 and have only just started to rise. The #goldminers and #juniorgoldminers have seen outflows this year despite the surge in the gold" [X Link](https://x.com/ByteTree/status/1838901662196404276) 2024-09-25T11:21Z [----] followers, [---] engagements "You would normally expect investors to pile into the mining stocks on the whiff of a #BullMarket but not this time. I spoke with a well-known gold fund manager who told me the clients still didnt believe in the #gold bull market which makes this a stealth bull market. Stealth bull markets are the best bull markets because the crowd has yet to participate. Its only when the last buyers are in that sees the top. A cynical view but true. This means the #goldminers are still a contrarian investment and in my opinion have significant upside along with silver" [X Link](https://x.com/ByteTree/status/1838967861252874711) 2024-09-25T15:44Z [----] followers, [---] engagements "Another day another $BOLD all-time high. Explore BOLD on our website: Follow @bold_report for alerts on #BOLD #Bitcoin and #Gold @21Shares @vinterco https://www.bytetree.com/bold/ Gold and BOLD new ATH for 4th day. Thursday close daily changes: #Bitcoin: +0.98% #Gold: +0.09% #BOLD Index: +0.31% ($1739.3) Index weights: 25.30% (+0.67%) $BTC 74.70% (-0.22%) $Gold (#XAUUSD) Read more at https://t.co/aPO6zBODxX https://t.co/kk1F02QmGd https://www.bytetree.com/bold/ Gold and BOLD new ATH for 4th day. Thursday close daily changes: #Bitcoin: +0.98% #Gold: +0.09% #BOLD Index: +0.31% ($1739.3) Index" [X Link](https://x.com/ByteTree/status/1839635639890801148) 2024-09-27T11:58Z [----] followers, [---] engagements "After the summer lull #Bitcoin is in a much stronger position. The flows are improving the $USD is weakening and the money supply is rising. With the highest average return by far Autumn is historically the season when Bitcoin blooms. https://www.bytetree.com/research/2024/09/bitcoin-blooms-in-the-autumn/ https://www.bytetree.com/research/2024/09/bitcoin-blooms-in-the-autumn/" [X Link](https://x.com/ByteTree/status/1839640736200884516) 2024-09-27T12:18Z [----] followers, [---] engagements "October has more often than not been the month for some spectacular #Bitcoin rallies. #Uptober #UPToberIsComing" [X Link](https://x.com/ByteTree/status/1840301235598950681) 2024-09-29T08:03Z [----] followers, [---] engagements "Uptober - are you a believer or a sceptic #bitcoin $BTC #Bitcoin is showing signs that the traditional Uptober could drive prices to new all time highs. Will $BTC: #Bitcoin is showing signs that the traditional Uptober could drive prices to new all time highs. Will $BTC:" [X Link](https://x.com/ByteTree/status/1840743557910413449) 2024-09-30T13:20Z [----] followers, [---] engagements "BOLD invests in #Bitcoin and #Gold combining the worlds two most liquid alternative assets on a risk-adjusted basis. Due to their naturally low correlation the diversification benefits of holding both assets have been unusually high. Bitcoin prefers risk-on market conditions while Gold prefers risk-off. Over the past year Bitcoins performance has returned +133.9% in contrast to Gold with +41.7% while equities rose +19.7%. $BOLD has returned +64.3%. In September BOLD rose by 5.3% Bitcoin rose by 8.0% Gold rose by 5.3% while global equities rose by 1.8% in USD terms. The latest rebalancing at" [X Link](https://x.com/ByteTree/status/1841073507473453563) 2024-10-01T11:11Z [----] followers, [---] engagements "Earlier today we published the latest $BOLD Rebalancing Report for October - read it here: https://www.bytetree.com/research/2024/10/natural-diversification-and-64-in-12-months-2/ Tuesday close daily changes: #Bitcoin: -1.61% #Gold: +1.43% BOLD Index: +0.68% ($1731.22) Index weights: 24.03% (-5.42%) $BTC 75.97% (+1.84%) $Gold (XAU) Read more at https://t.co/aPO6zBODxX https://t.co/RIlS56yAG0 https://www.bytetree.com/research/2024/10/natural-diversification-and-64-in-12-months-2/ Tuesday close daily changes: #Bitcoin: -1.61% #Gold: +1.43% BOLD Index: +0.68% ($1731.22) Index weights: 24.03%" [X Link](https://x.com/ByteTree/status/1841161664000848283) 2024-10-01T17:02Z [----] followers, [---] engagements "Investment Trusts are ideal for long-term #investors because they provide the fund manager with a fixed pool of capital. The #InvestmentTrust sector has narrowly beaten the UK #stockmarket over [--] years returning 6.9% vs 6.7%. A small win but discounts are currently wide and therefore cheap for new investors to enter. Having recently taken profits on Pershing Square $PSH we currently hold [--] Investment Trusts in our Soda model portfolio. Learn more about the benefits of Investment Trust in our recent update by @AtlasPulse:" [X Link](https://x.com/ByteTree/status/1842183574985822569) 2024-10-04T12:42Z [----] followers, [---] engagements "What are the drivers behind #Bitcoin adoption Will $BTC Spot #ETFs become the preferred vessel for Bitcoin investors Is #Uptober still on track These are some of the questions that @AtlasPulse addressed during a recent interview with @FintechTvGlobal https://www.fintech.tv/News/Detail/8742-are-bitcoin-etfs-the-future-of-crypto-investing-charles-morris-founder-chairman-of-bytetree-weighs-in https://www.fintech.tv/News/Detail/8742-are-bitcoin-etfs-the-future-of-crypto-investing-charles-morris-founder-chairman-of-bytetree-weighs-in" [X Link](https://x.com/ByteTree/status/1843582436552389084) 2024-10-08T09:21Z [----] followers, [----] engagements "Two weeks ago the #PeoplesBankofChina launched a stimulus package to boost the economy in order to counter the slowdown associated with the property sector weak consumption and excessive debt. They cut interest rates reduced the reserve requirements for the banks and lowered borrowing costs for $5.3 trillion in mortgages to bring relief to the housing sector. There was also $113 billion of liquidity support for markets and a plan for a #stockmarket stabilisation fund. Consequently #ChineseEquities have soared and caught back up with the world over [--] years. But as with many emerging" [X Link](https://x.com/ByteTree/status/1843957598644555881) 2024-10-09T10:12Z [----] followers, [---] engagements "The bull market in precious metals continues. In recent weeks #gold has shrugged off both rising bond yields and a recovery in the #USdollar. This is a change of behaviour from the years past as investors come to realise they are underweight in a sector they need to own. As governments keep spending preventing #inflation from returning to target the metals have found their bid. Gold has a limited supply but so does #silver #platinum and palladium. In this Venture update @AtlasPulse has identified an opportunity in #palladium to capture what we believe could be one hell of a squeeze:" [X Link](https://x.com/ByteTree/status/1844767620970516688) 2024-10-11T15:50Z [----] followers, [---] engagements "(JD) was introduced in Venture our deep-value research service in early May. It had been a high-growth company that had sunk to a low valuation with a strong balance sheet and strong cash flow. The situation required a little patience but the recent #stimulus package in China unleashed a strong rally. We have decided to exit the position. Read the sell note: https://www.bytetree.com/research/2024/10/jd-com-jd-take-profits/ http://JD.com http://JD.com https://www.bytetree.com/research/2024/10/jd-com-jd-take-profits/ http://JD.com http://JD.com" [X Link](https://x.com/ByteTree/status/1846153087305531653) 2024-10-15T11:36Z [----] followers, [---] engagements "The World Gold Council ( @GOLDCOUNCIL ) has tackled golds long-term expected return (#GLTER) a forecasting method for the returns of an asset class. Traditional financial assets have widely accepted expected return frameworks and until now #gold has been the exception. Pension funds use expected returns to better understand their long-term assets and liabilities. That makes this work important because an asset with an accepted expected return framework is more likely to be recommended by the investment consultants than one that isnt. In other words a well-laid-out investment framework could" [X Link](https://x.com/ByteTree/status/1848354355109384564) 2024-10-21T13:23Z [----] followers, [----] engagements "One last hurdle until the #BitcoinPrice meets fresh air and thats the resistance associated with trading zone above $55000. It is strange to see the bars that remind us of how $BTC hasnt actually spent much time up here since [----]. It has spent the most time in the $15k to $30k zone followed by the $35k to $50k zone. This may seem disappointing but #Bitcoin has broken records over the past six months just by staying in the zone. Both visits in [----] were short-lived" [X Link](https://x.com/ByteTree/status/1848379017184825852) 2024-10-21T15:01Z [----] followers, [---] engagements "Over $100bn of inflows into #Bitcoin and #Gold ETFs in 2024🔥 Since the beginning of [----] combined Bitcoin and Gold ETF AUM have risen from $218B to $320B. Over $100B of fund inflows. Wednesday close daily changes: #BOLD Index: -0.08% (1790.82) #Bitcoin: -0.31% ($66733.05) #Gold: -0.00% ($2736.45) Index weights: 24.66% (-0.23%) $BTC https://t.co/rRHomuZIst Since the beginning of [----] combined Bitcoin and Gold ETF AUM have risen from $218B to $320B. Over $100B of fund inflows. Wednesday close daily changes: #BOLD Index: -0.08% (1790.82) #Bitcoin: -0.31% ($66733.05) #Gold: -0.00% ($2736.45)" [X Link](https://x.com/ByteTree/status/1849118398757618108) 2024-10-23T15:59Z [----] followers, [---] engagements "Silver remains cheap #gold with a beta of around 1.5x. That means a typical move in gold will see #silver do 50% more in both directions. Another way to put it is that golds long-term volatility is around 15% whereas silvers is roughly twice that. An ounce of silver is worth [-----] ounces of gold (or a gold-to-silver ratio of 80). The 30-year average has been [-----] implying a 24% upside just to get back to average. But silver doesnt do averages; it shoots past them and [----] is a realistic target which would see 60% outperformance over gold. @AtlasPulse is an unashamed gold and silver bull and" [X Link](https://x.com/ByteTree/status/1849460291135754319) 2024-10-24T14:37Z [----] followers, [---] engagements "Crypto breadth has collapsed. The red skies have returned which shows that 65% of all major #crypto tokens have resumed downtrends in $USD. The blue seas have eased back too meaning just 5% of tokens are in uptrends. Explore this data on: http://bytetrend.io http://bytetrend.io" [X Link](https://x.com/ByteTree/status/1853467690272203149) 2024-11-04T16:01Z [----] followers, [---] engagements "Blending #Bitcoin and #Gold on a risk-weighted basis leads to a more favourable outcome than Bitcoin or Gold alone. $BOLD has beaten both Bitcoin and Gold over the periods since their last major all-time highs. It has achieved this through risk-adverse allocation and monthly rebalancing transactions which repeatedly add to the weaker asset and take away from the stronger asset. Following rebalancing on 31st October [----] the new target weights for the BOLD Index are 24.6% Bitcoin and 75.4% Gold broadly unchanged since last month. Read @AtlasPulse's latest monthly BOLD Rebalancing Report:" [X Link](https://x.com/ByteTree/status/1853777361507885231) 2024-11-05T12:32Z [----] followers, [---] engagements "The US election was well received by #crypto and has brought forward the bullish case. The pattern is on track and a new $BTC all-time high has been seen which tends to follow around six months after halvings. The reason this time is so much bigger is that #Bitcoin and crypto have been legitimised by the new administration -it has found a home in the USA. As @AtlasPulse reminds our clients the global wealth management industry controls $128 trillion and their exposure to Bitcoin is approximately zero. This will change especially when Bitcoin asserts itself as the new tech trade. Read our" [X Link](https://x.com/ByteTree/status/1856014861266006340) 2024-11-11T16:43Z [----] followers, [---] engagements "For a long time we've been arguing that #Bitcoin and #Gold take it in turn because they have a persistent low correlation which makes them a natural pairing. This time Gold has handed the baton back to Bitcoin. Having been up 40% over the year the #goldprice has now fallen 7% in dollars. A 7% change rarely makes the headlines but this one was event-driven by the recent presidential election in the US. Flows into the #GoldETFs have also waned with one million ounces sold this month. No prize for guessing where they have gone. Still this reminds us that investors still haven't committed to this" [X Link](https://x.com/ByteTree/status/1857144104758673628) 2024-11-14T19:30Z [----] followers, [---] engagements "Japanese #equities had a major peak in [----] and have been sluggish ever since. Most of the post-1990 weakness has been caused by falling valuations as in the 1980s the #JapaneseStockmarket was one of the greatest bubbles of all time. These days valuations are much more attractive and in small caps they are dirt cheap. More recently a weak $yen has been holding them back but with rate hikes over there and rate cuts over here that is about to change. If you are a #yen bull and believe it is significantly undervalued or at the very least believe it will stop falling then this opportunity is for" [X Link](https://x.com/ByteTree/status/1866484548759928869) 2024-12-10T14:06Z [----] followers, [---] engagements "Today's Venture issue looks at a undervalued Japanese auto company with a strong US footprint. It is a well-loved brand and the cash on the balance sheet is so high that the equity is a gift. Read our latest update by @AtlasPulse https://www.bytetree.com/research/2025/01/venture-japan-auto/ https://www.bytetree.com/research/2025/01/venture-japan-auto/" [X Link](https://x.com/ByteTree/status/1876979430637162877) 2025-01-08T13:09Z [----] followers, [---] engagements "In less than two weeks Trumps administration will hit the ground running and it will surely be good for the US economy and hopefully good for the world economy albeit with caveats. There will be winners we are already seeing a move in oil and gas and losers relating to tariffs and other unknowns. Whatever policies Trump enacts there is no escaping the fact that the US stockmarket and the dollar are richly priced and the value has shifted to bonds. Consequently this week's update of The Multi-Asset Investor sees some changes to our model portfolios:" [X Link](https://x.com/ByteTree/status/1877382818755473876) 2025-01-09T15:51Z [----] followers, [---] engagements "Governments used to borrow money to finance wars and pay back their debts after declaring victory. These days there are governments that borrow money to cover the day-to-day expenses of running the country and governments that live within their means" [X Link](https://x.com/ByteTree/status/1878749369547239734) 2025-01-13T10:22Z [----] followers, [---] engagements "Last year the UK government raised [---] trillion from taxes but spent [----] trillion. The taxes mainly come from income tax national insurance VAT and corporation tax. Most of the spending goes to health pensions social security education and defence. The difference between what the government receives and what it spends is the surplus or the deficit. In [----] the UK spent more than it received and so there was a [---] billion deficit. In Switzerland the government spent less than it received and had a modest budget surplus. If a government has deficits year after year they soon add up. The UK now" [X Link](https://x.com/ByteTree/status/1879131743329947767) 2025-01-14T11:41Z [----] followers, [---] engagements "Learn more about debts and deficits in our recent update by @AtlasPulse https://www.bytetree.com/research/2025/01/my-journey-in-finance-the-difference-between-debt-and-deficits/utm_campaign=14012025&utm_source=threads&utm_medium=social https://www.bytetree.com/research/2025/01/my-journey-in-finance-the-difference-between-debt-and-deficits/utm_campaign=14012025&utm_source=threads&utm_medium=social" [X Link](https://x.com/ByteTree/status/1879131852226822341) 2025-01-14T11:42Z [----] followers, [---] engagements "Just a few weeks ago the Bank of England pointed to four rate cuts this year as inflation would come down faster than we thought it would. Much has changed since then and UK inflation expectations have shot up. What looked like a slam dunk for a lower interest rate environment has sharply reversed" [X Link](https://x.com/ByteTree/status/1879503416277217652) 2025-01-15T12:18Z [----] followers, [---] engagements "The gold price used to follow the bond market yet with bonds plummeting gold has shown resilience. If bonds are the benchmark gold is not just in a bull market but in a super bull market" [X Link](https://x.com/ByteTree/status/1879556914394394688) 2025-01-15T15:51Z [----] followers, [---] engagements "Looking back [--] years gold and bonds moved together much of the time. There was a gold slump between [----] and [----] when bonds were ahead which was largely due to the unwinding of prior exuberance and a low inflation environment. The blue squares show how the peaks in the gold price coincided with the strength in bonds. Then in [----] as interest rates started to rise it was all change. The gold bull market resumed while bonds crashed. The standard answer is the war in Ukraine and the confiscation of Russian assets which has boosted the demand for gold. That is no doubt true but there is also a" [X Link](https://x.com/ByteTree/status/1879867249265160614) 2025-01-16T12:24Z [----] followers, [---] engagements "The difference between what the government receives and what it spends is the budget surplus or deficit. In [----] the UK spent more than it received and so there was a [---] billion deficit. In Switzerland the government spent less than it received and had a modest budget surplus. The UK last managed a budget surplus under John Major in [----]. If a government has deficits year after year they soon add up. The UK now has a national debt of [---] trillion which is often shown as a percentage of the economy. The UK GDP was roughly [----] trillion last year so the debt has grown to a size that is" [X Link](https://x.com/ByteTree/status/1880227436312346718) 2025-01-17T12:15Z [----] followers, [---] engagements "During the inauguration speech European markets were already closed and the US stock and bond markets were closed for Martin Luther King Day. That left FX Bitcoin gold and Latin American stocks as the only available price signals. Gold rose and Bitcoin fell having spiked in the morning. The dollar fell while the Mexican currency and stockmarket both rose. The early implications are that markets were expecting thunder and only got a murmur. Overnight Asian stockmarkets were broadly flat but notably Hong Kong was up. In Europe this morning markets are flat. I sense we are still waiting for more" [X Link](https://x.com/ByteTree/status/1881703744015884776) 2025-01-21T14:01Z [----] followers, [---] engagements "There has been much talk about the gold moving to the USA but what about the dollars coming the other way The $USD is down this year with most of the gains shifting to the most undervalued currencies notably the Japanese yen and the Swedish krona. This year has seen US stockmarkets stall alongside Turkey India and the Asian Tigers while Europe Mexico Brazil and Hong Kong have flourished. Over the past few months @AtlasPulse has been talking about the great rotation away from US stocks towards the rest of the world and that shift is now well underway. The largest US companies which have done" [X Link](https://x.com/ByteTree/status/1894733675062837334) 2025-02-26T12:58Z [----] followers, [---] engagements "We're seeing mixed signals in the markets. On the one hand there's a lot of talk about recession. On the other the copper price just made an all-time high. The gold price making all-time highs is one thing it thrives on uncertainty after all. But copper That's something we would normally associate with strong global growth. Still commodity prices are strengthening and that's something to be aware of. It could be due to high demand but more likely it's due to tariffs. 📈 Copper makes an all-time high" [X Link](https://x.com/ByteTree/status/1902334380162359370) 2025-03-19T12:20Z [----] followers, [---] engagements "The world is changing and strategic investors are dumping the dollar in exchange for gold. In this issue of the Atlas Pulse Gold Report Charlie revisits the crucial gold sentiment indicators and looks at investor behaviour in gold gold miners and silver. Access the full report - it's free to read: 📈 Gold rallies of the 70s 00s and today. https://www.bytetree.com/research/2025/03/the-steady-gold-bull/source=xcom https://www.bytetree.com/research/2025/03/the-steady-gold-bull/source=xcom" [X Link](https://x.com/ByteTree/status/1902831809571983576) 2025-03-20T21:17Z [----] followers, [---] engagements "Last week we saw inflows into the Bitcoin ETFs for the first time since February. That is good news with most days attracting new money. We believe that the next driver will be technology investors seeking diversification. That is why this chart showing BTC in Nasdaq is so important as normally when tech turns down Bitcoin slumps. Not this time which is a very positive sign" [X Link](https://x.com/ByteTree/status/1904215247051014312) 2025-03-24T16:54Z [----] followers, [---] engagements "The property market has faced tough conditions in recent years and UK-listed property trades at roughly the same levels as it did in [----]. The table below highlights the major UK Real Estate Investment Trusts (REITs) all of which are trading below the book value meaning the buildings are worth more than the companies that own them" [X Link](https://x.com/ByteTree/status/1904956343112339912) 2025-03-26T17:59Z [----] followers, [---] engagements "Lots of things happening in financial markets but one thing that stands out is the US yield curve. 📈 The 30-year yield is rising while the 2-year yield is falling. The yield curve is no longer inverted (red line below zero) like it was in [----] but steepening" [X Link](https://x.com/ByteTree/status/1912187692701360575) 2025-04-15T16:54Z [----] followers, [---] engagements "📈In this chart the US yield curve has been overlaid with the S&P500 with periods of steeping highlighted in darker pink fills. There are always many other factors to consider in financial markets but the message is one of caution" [X Link](https://x.com/ByteTree/status/1912187695348035596) 2025-04-15T16:54Z [----] followers, [---] engagements "Key markets total return in [----] (YTD) summarised: 🔥 GOLD 👍 Europe 👍 UK 🤏 Japan 🤏 Emerging Markets US" [X Link](https://x.com/ByteTree/status/1915775728227901689) 2025-04-25T14:31Z [----] followers, [---] engagements "On 27th April [----] a time when Bitcoin was in a bear market and investors were losing interest in Gold we took the opposite view and saw it as a good time to launch BOLD on the SIX Exchange in Zurich Switzerland. Our Founder Charlie Morris (right) marked the occasion by ringing the cowbell when the market opened. Since launching BOLD two things have changed: Gold is beating the S&P500 by quite the margin while Bitcoin has run ahead of the NASDAQ. Due to Bitcoin and Gold performing well BOLD has naturally been a hugely successful investment strategy. But more importantly is the resilience and" [X Link](https://x.com/ByteTree/status/1917905363380154445) 2025-05-01T11:34Z [----] followers, [---] engagements "We've weathered the tariff storm but there is a new one brewing. Bond yields are rising again and the UK 30-year gilt (blue) is now well above the levels when Liz Truss was the UK Prime Minister albeit for a short time. US yields (black) are close behind and are also rising. Europe (green) is climbing above 3% despite seven rate cuts. Japanese yields (red) are also rising rapidly. Only China (purple) has falling yields making them the cheapest source of funding in the world" [X Link](https://x.com/ByteTree/status/1924843209412276471) 2025-05-20T15:02Z [----] followers, [---] engagements "The rising bond yields explain the strength in Value stocks (industrials and financials) and the weakness in Quality (consumer brands). It also explains the resurgence of Bitcoin over gold. Read our latest update by @AtlasPulse for the full story: https://www.bytetree.com/research/2025/05/bond-yields-in-the-danger-zone/source=xcom https://www.bytetree.com/research/2025/05/bond-yields-in-the-danger-zone/source=xcom" [X Link](https://x.com/ByteTree/status/1924843280283402726) 2025-05-20T15:02Z [----] followers, [----] engagements "BOLD has been listed on the Nasdaq in Stockholm 🎉 Join us for today's webinar to learn more about $BOLD and other Bitcoin and Gold products. 📅 [--] June 🕒 15:00 BST Register to attend: https://us06web.zoom.us/webinar/register/1817498177532/WN_fOF_vkU8TvqBJXi2aR19nQ Swedish investors were expanding our lineup on the @Nasdaq Stockholm With the cross-listing of BOLD AVAX ETHC AUNI and CSOL we now offer [--] ETPs in SEK giving you broader access to crypto via your local exchange. Explore the full list: https://t.co/lfW8sJcKKW https://t.co/BxCM7bsjv7" [X Link](https://x.com/ByteTree/status/1934909003009564730) 2025-06-17T09:40Z [----] followers, [----] engagements "Leading emerging weakening and bearish trends in global stocks - sign up for our free weekly report: https://globaltrends.bytetree.com/nvidia-all-time-high-while-apple-slumps/#/portal/signup This week's relative strength report still shows European stocks in the lead. Financials industrials and utilities stand out. US real estate lags the world. https://t.co/CHRXzzWWCK https://globaltrends.bytetree.com/nvidia-all-time-high-while-apple-slumps/#/portal/signup This week's relative strength report still shows European stocks in the lead. Financials industrials and utilities stand out. US real" [X Link](https://x.com/ByteTree/status/1939675924619723250) 2025-06-30T13:22Z [----] followers, [---] engagements "Investors are buying #Bitcoin and the past [--] days of inflows are the fourth-highest on record. Soon the UK wealth management will buy Bitcoin for the first time. It is going to be big" [X Link](https://x.com/ByteTree/status/1940456561694126567) 2025-07-02T17:04Z [----] followers, [---] engagements "Chart source: https://bold.report/bitcoin/fund-flowsperiod=90day https://bold.report/bitcoin/fund-flowsperiod=90day" [X Link](https://x.com/ByteTree/status/1940456700550828318) 2025-07-02T17:05Z [----] followers, [---] engagements "Were all getting older and we need more hospitals. This company offer good value with a catalyst for change. Read the latest Venture recommendation by @AtlasPulse 👇 https://www.bytetree.com/research/2025/07/venture-healthcare/ https://www.bytetree.com/research/2025/07/venture-healthcare/" [X Link](https://x.com/ByteTree/status/1941127332607271302) 2025-07-04T13:29Z [----] followers, [---] engagements "Today's weekly Global Trends Investor (GTI) issue highlights that markets are strong but getting stretched. The #WorldIndex is now 28% above its 200-day moving average. That's hot but not red hot as a historically normal high reading is above 30%. Still something to keep an eye on. In other news the US market leaders are at an all-time high but only a few are able to beat the World Index. A similar picture is evident in our CAPR* chart as highlighted below. Once again the #USmarket is showing leadership while Europe and Emerging Markets have eased back with Japan the standout decliner. In" [X Link](https://x.com/ByteTree/status/1942249359547982335) 2025-07-07T15:48Z [----] followers, [---] engagements "We are pleased to share our Q2 performance report (linked in the top comment) where @AtlasPulse reviews the performance of our model portfolios in The Multi-Asset Investor. We also highlight the performance of our special situations service Venture while touching on our other services in Global Trends ByteFolio and our proprietary Bitcoin and Gold ETF (BOLD). Our portfolios are built around the Money Map (image below) which is a framework we use to identify key areas in which to focus and more importantly the areas to avoid. Above all this is how we diversify a portfolio by having exposure to" [X Link](https://x.com/ByteTree/status/1942915354566525151) 2025-07-09T11:54Z [----] followers, [---] engagements "Despite the controversies #TRON is one of the most efficient layer-1 blockchains currently in operation. Not only the go-to place for $USDT TRON settles unmatched daily volumes in transactions 5x Stripe and 4x PayPal. Read our new update https://www.bytetree.com/research/2025/07/tron-powering-on-chain-payments-at-unmatched-scale/ https://www.bytetree.com/research/2025/07/tron-powering-on-chain-payments-at-unmatched-scale/" [X Link](https://x.com/ByteTree/status/1943333141076132332) 2025-07-10T15:35Z [----] followers, [---] engagements "ByteTree Venture generally focuses on small- and mid-cap stocks mainly in Europe but also a few in the US and Canada. In the battles of the small-caps the US has been catching up as the racier names in junior tech have done well especially in recent weeks. Theres a sense that the US liquidity machine is back on full throttle. Read our latest update by @AtlasPulse: https://www.bytetree.com/research/2025/07/venture-portfolio-update-july-2025/ https://www.bytetree.com/research/2025/07/venture-portfolio-update-july-2025/" [X Link](https://x.com/ByteTree/status/1943691104005640609) 2025-07-11T15:17Z [----] followers, [---] engagements "Gentlemen vs Hooligans: A study of volatility and the drivers of the current market rally. It is such an important chart because it shows you how the nature of this bull market is more speculative and less based on fundamentals. Plus: selling risk and buying cheap quality in the portfolio. See our latest research in The Multi Asset Investor here: https://www.bytetree.com/research/2025/07/gentlemen-vs-hooligans/ https://www.bytetree.com/research/2025/07/gentlemen-vs-hooligans/" [X Link](https://x.com/ByteTree/status/1947977697973456922) 2025-07-23T11:10Z [----] followers, [---] engagements "See our Q2 [----] update where we review the performance of our multi-asset model portfolios in The Multi-Asset Investor and our special situations service Venture. We also touch on our other services in @ByteTreeTrends ByteFolio and our proprietary Bitcoin and Gold ETF (BOLD). https://www.bytetree.com/research/2025/07/bytetree-quarterly-investor-letter-q2-2025/ https://www.bytetree.com/research/2025/07/bytetree-quarterly-investor-letter-q2-2025/" [X Link](https://x.com/ByteTree/status/1948678831805493305) 2025-07-25T09:36Z [----] followers, [---] engagements "Yesterday @ByteTreeTrends published its latest piece on the strongest trends in global equity markets. Based on a universe of over [----] stocks it also amalgamates their individual contributions to highlight which sectors and geographies are beating the world index and which are lagging it. For now US Real Estate and Healthcare are the weakest while European Financial Services and Industrials are the strongest" [X Link](https://x.com/ByteTree/status/1950226913936494930) 2025-07-29T16:08Z [----] followers, [---] engagements "This month's Adaptive Asset Allocation report is out. "The AAA Model continues to do what it says on the tin up 8.4% year-to-date and more importantly it kept its cool while markets threw a springtime tantrum. While global equities stumbled during the MarchApril correction the Model slipped only modestly. Since then its pulled ahead now 3.5% clear of the MSCI World in sterling terms. No drama no fireworks just steady deliberate progress. The tortoise it turns out is still in good form."" [X Link](https://x.com/ByteTree/status/1950563677838455248) 2025-07-30T14:26Z [----] followers, [---] engagements "An interesting day today as weak jobs data in America led bond yields lower. The narrative in recent months/years has been that bonds are uninvestible. Meanwhile we have highlighted numerous quality stocks that are struggling. However if the risk to inflation is not up but down bonds and quality could re-enter the conversation. The ByteTree Money Map shows the way" [X Link](https://x.com/ByteTree/status/1951311624406499642) 2025-08-01T15:58Z [----] followers, [---] engagements "Our weekly report on global equity trends is out. After a small blip last week for the dollar and the world index normal service has resumed. $NVDA and $PLTR are back in the Leading trends while consumer stocks like $LVMH and $PG are in the Bear category" [X Link](https://x.com/ByteTree/status/1954888653722829206) 2025-08-11T12:52Z [----] followers, [---] engagements "Today @AtlasPulse covers the relationship between the money supply GDP and stockmarket valuations. Against GDP stocks look highly valued against M2 less so" [X Link](https://x.com/ByteTree/status/1955279660679356428) 2025-08-12T14:46Z [----] followers, [---] engagements "Bitcoin has hogged the crypto spotlight in recent years as like in the stock market the biggest have led the way. However after a sharp recent rally Ethereum now has the same 30x return as Bitcoin since the end of the [----] crypto bear market. Remarkable" [X Link](https://x.com/ByteTree/status/1955646358972764262) 2025-08-13T15:03Z [----] followers, [---] engagements "Read the full issue here: https://www.bytetree.com/research/2025/08/ethereum-steals-microstrategys-thunder/ https://www.bytetree.com/research/2025/08/ethereum-steals-microstrategys-thunder/" [X Link](https://x.com/ByteTree/status/1955646363552886856) 2025-08-13T15:03Z [----] followers, [---] engagements "This week's top theme in global equity market trends is Japan (green line)" [X Link](https://x.com/ByteTree/status/1957435259487674564) 2025-08-18T13:31Z [----] followers, [---] engagements "Following Japan's 35-year all-time-high and its domination of this morning's report on global equity market trends by @ByteTreeTrends we recommend a high beta beneficiary in ByteTree Venture. https://www.bytetree.com/research/2025/08/venture-japan-finance/ https://www.bytetree.com/research/2025/08/venture-japan-finance/" [X Link](https://x.com/ByteTree/status/1957459328220250439) 2025-08-18T15:07Z [----] followers, [---] engagements "Three charts that tell the story of Japan. 1/3 Japan total return relative to the world since [----]. The bubble was so huge the world index only just caught up:" [X Link](https://x.com/ByteTree/status/1958064334308831381) 2025-08-20T07:11Z [----] followers, [---] engagements "In a recent article for @MoneyWeek @AtlasPulse discusses where investors can find value today. "As an active manager I have found [----] rewarding mainly because my portfolios pursued value outside the US. A weak dollar has meant US equities $SPX have lagged the world. US equities have delivered zero returns in sterling this year and the MSCI World index $ACWI with 70.3% exposure to the US is up just 2.4% including dividends. Contrast that with the $FTSE [---] up 12% or the pan-European Euro $STOXX up 20% this year. US exceptionalism has once again been exaggerated."" [X Link](https://x.com/ByteTree/status/1958170642169114650) 2025-08-20T14:13Z [----] followers, [---] engagements ""The 30-year gilt yield is up again and looks poised to move higher. This should be the safe asset for investors seeking certainty. But as yields rise prices fall and it is hard to know where this ends. The shorter dated 2- and 5-year yields are heavily influenced by the interest rates set by the Bank of England. The normal reason for rising yields is higher growth or compensation for future inflation. Its unlikely to be growth."" [X Link](https://x.com/ByteTree/status/1960602018738827473) 2025-08-27T07:15Z [----] followers, [---] engagements "This morning's free issue of Global Trends Investor highlighted three things. - Coca Cola $KO breaking down - Surprising weakness in Saudi - Financials slowing down" [X Link](https://x.com/ByteTree/status/1962501431950229550) 2025-09-01T13:02Z [----] followers, [---] engagements "Yesterday was an exciting milestone for ByteTree. We issued the first research note of our new service dedicated to identifying quality companies at attractive valuations. And we gave it away for free: https://www.bytetree.com/research/2025/09/spirits-on-sale/ https://www.bytetree.com/research/2025/09/spirits-on-sale/" [X Link](https://x.com/ByteTree/status/1963556244230160744) 2025-09-04T10:54Z [----] followers, [---] engagements "Bitcoins ByteTrend Score has dropped to a [--]. This is so far a minor pullback within a strong trend. The 200-day moving average is strong and the price is comfortably above. $BTC #Bitcoin #BOLD" [X Link](https://x.com/ByteTree/status/1963998056505872732) 2025-09-05T16:10Z [----] followers, [---] engagements "Our free resources are designed to help curious investors improve. From a breakdown of Return on Invested Capital to book reviews and six lessons from our CIO and founder @AtlasPulse's career we're building a library of insights. https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/" [X Link](https://x.com/ByteTree/status/1964334019094708533) 2025-09-06T14:25Z [----] followers, [---] engagements "@KobeissiLetter The two tier economy continues. Ferrari $RACE near all time highs Dollar General $DG just bouncing off ten-year lows" [X Link](https://x.com/ByteTree/status/1965057667472482339) 2025-09-08T14:20Z [----] followers, [---] engagements "@KatusaResearch It reminds me of gold prices in almost all other currencies" [X Link](https://x.com/ByteTree/status/1965347799052272109) 2025-09-09T09:33Z [----] followers, [---] engagements ""Many people see investing as a treasure hunt seeking hidden gems. But quality investing is an exercise in treasure appreciation. Everyone knows that they're good but its recognising how good and for how long that counts."" [X Link](https://x.com/ByteTree/status/1966059382677840216) 2025-09-11T08:40Z [----] followers, [---] engagements "Capturing both the science and the art that have driven AKOs success Quality Investing is equal parts investing handbook and ode to the beauty of truly great businesses. We review the book Quality Investing in our free insights page carefully mapping out the key drivers and signs of quality in a business. It's essential reading for long-term investors" [X Link](https://x.com/ByteTree/status/1966482418946216226) 2025-09-12T12:41Z [----] followers, [---] engagements "@KobeissiLetter Even Elton John is getting in on the act. https://touchedby.gold.org/trailerref=bytetree.com https://touchedby.gold.org/trailerref=bytetree.com" [X Link](https://x.com/ByteTree/status/1966483274315755806) 2025-09-12T12:45Z [----] followers, [--] engagements "Its interest rate week with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday and the Bank of Japan on Friday. The European Central Bank held firm last week. The market is looking for a 0.25% cut in the US and holds elsewhere. Investors are getting excited. However rate cuts arent always a good thing" [X Link](https://x.com/ByteTree/status/1967970122489827378) 2025-09-16T15:13Z [----] followers, [---] engagements "$BTC back to a five star trend. Whats more #bitcoin is just 14% above its 200-day moving average which is modest" [X Link](https://x.com/ByteTree/status/1968346003804950875) 2025-09-17T16:07Z [----] followers, [---] engagements "China has made a group move in recent weeks alerting investors to the power of its tech companies and brands and the value of many of its stocks" [X Link](https://x.com/ByteTree/status/1970165893603684437) 2025-09-22T16:38Z [----] followers, [---] engagements "A lot of the focus has been on $BABA but this has already doubled in the last [--] months" [X Link](https://x.com/ByteTree/status/1970165897664012618) 2025-09-22T16:38Z [----] followers, [--] engagements ""I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market. Not only are the largest stocks very risky but in the post-April rally we have seen the return of the highly speculative stocks that dont make any money. Fool's gold." - @AtlasPulse Goldman Sachs Non-Profit Technology Stocks" [X Link](https://x.com/ByteTree/status/1970520032049246692) 2025-09-23T16:06Z [----] followers, [---] engagements "1/5 Gold and the Stockmarket a 🧵 Credit dates back to the origins of finance. When used in the right way it has built nations homes and railways making society a better place. The trouble is that the credit creators are not only much smarter but generally have lower moral standards" [X Link](https://x.com/ByteTree/status/1973012999938994426) 2025-09-30T13:12Z [----] followers, [--] engagements "2/5 One of the mysteries of this equity bull market is its drivers. The consumer is weak wages are softening house prices have peaked industrial demand remains slack and global logistics have slowed. Yet the stockmarket trades at an all-time high despite lower forecasts for corporate profits" [X Link](https://x.com/ByteTree/status/1973013003369910763) 2025-09-30T13:12Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ByteTree ByteTree
ByteTree posts on X about bitcoin, stocks, has been, money the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] +750%
- [--] Month [-----] -59%
- [--] Months [------] +110%
- [--] Year [------] +30%
Mentions: [--] #
- [--] Month [--] -56%
- [--] Months [--] +171%
- [--] Year [---] +5.90%
Followers: [-----] #
- [--] Week [-----] +0.08%
- [--] Month [-----] no change
- [--] Months [-----] -0.10%
- [--] Year [-----] -0.17%
CreatorRank: [---------] #
Social Influence
Social category influence finance cryptocurrencies countries stocks currencies technology brands travel destinations exchanges social networks automotive brands
Social topic influence bitcoin, stocks, has been, money, #bitcoin, $bold, gold, inflation, japan, alltime
Top assets mentioned Bitcoin (BTC) Liquity BOLD (BOLD) NVIDIA Corp. (NVDA) Rally (RLY) Tether (USDT) Strategy (MSTR) iShares BTC Trust (IBIT) Barrick Gold Corp. (GOLD) Coca-Cola Co (KO) Apple, Inc. (AAPL) Fidelity BTC Trust (FBTC) Ethereum (ETH) Kaspa (KAS) Bitcoin Gold (BTG) Procter & Gamble (PG) ProShares Bitcoin Strategy ETF (BITO) Marathon Oil Corporation (MRO)
Top Social Posts
Top posts by engagements in the last [--] hours
"2019 was an eventful year in the #cryptocurrency space - here illustrated through [--] charts. Let's see what [----] brings. #BTC #BCH #BSV #LTC #DASH http://bit.ly/37NMkQc http://bit.ly/37NMkQc"
X Link 2020-01-29T13:02Z [----] followers, [--] engagements
"The ByteTree Terminal allows you to; 🕵View block-by-block data in real time. 📈Track network demand & supply. ⛏Monitor miner inventory levels. 🔍Analyse the latest network trends. .for #BTC #BCH #BSV #LTC & #DASH Go to to find out more. http://terminal.bytetree.com http://terminal.bytetree.com"
X Link 2020-04-27T10:35Z [----] followers, [--] engagements
"The latest ByteTree newsletter is now available: 🔥 The #Bitcoin Network Demand scores strong #bull at 5/6. 📈 #BTC saw $30Bn in tx value the past week. ⛏ MRI is #Bullish as #miners sell with strength. Sponsored by: @cryptocom https://bit.ly/2DuXAqK https://bit.ly/2DuXAqK"
X Link 2020-08-04T13:30Z [----] followers, [--] engagements
"Our latest newsletter is now available: 🔥 #Bitcoin scores strong bull (5/6) again this week. 📈 Velocity is over the critical 600% mark 💵 #BTC has made a remarkable recovery this year; up by 62% Sponsored by: @cryptocom https://bit.ly/2CgmNEU https://bit.ly/2CgmNEU"
X Link 2020-08-11T13:19Z [----] followers, [--] engagements
"On we have detected a significant jump in short-term 'Total Transaction Value' (see below). This bullish signal is partly due to @elliptic and their work with the US DoJ to identify and seize a Silk Road wallet worth over $1Bn 👀 #bitcoin #DOJ http://terminal.bytetree.com http://terminal.bytetree.com"
X Link 2020-11-06T12:49Z [----] followers, [--] engagements
"#Bitcoin knocks Chinese tech-conglomerate #Alibaba out of the top [--] assets Following exceptional growth in a recent month the digital asset's market cap is now over $700bn. Follow this thread to gain insight into why this is significant to the entire digital economy"
X Link 2021-01-08T11:19Z [----] followers, [--] engagements
"A slightly different one this week: - Why is #gold so cheap @AtlasPulse analyses the gold market. - #Bitcoin surges as real yields collapse. - Global credit markets benefit all - @TomSalter1999 looks at the #COMP token. Our weekly newsletter is out https://mailchi.mp/bytetree/why-is-gold-so-cheap https://mailchi.mp/bytetree/why-is-gold-so-cheap"
X Link 2021-07-28T15:27Z [----] followers, [--] engagements
"The launch of ProShares and Valkyrie futures ETFs last week has resulted in a spike in fund inflows with a total of [-----] #BTC added so far this month"
X Link 2021-10-29T14:00Z [----] followers, [--] engagements
"#Bitcoin #ETF inflows continue in March currently at a net positive of [----] BTC. The funds that have seen the biggest inflows so far this month are Purpose (BTCC.B & BTCC.U) and ProShares (BITO). Explore our data: https://terminal.bytetree.com/bitcoin/flows https://terminal.bytetree.com/bitcoin/flows"
X Link 2022-03-11T16:22Z [----] followers, [--] engagements
"Melrose ( $MRO) has spun off Dowlais ( $DWL). It was recommended in October [----]. The [----] invested saw a return of [---] from dividends and [---] from a special dividend. With the holdings worth [----] the total gain is 41%. DWL is the old GKN business and the unpopular rump. Yet in spinoffs the rump often surprises. Ill be covering their growth in EVs next week. Read the latest Multi-Asset Investor letter by @AtlasPulse https://bytetree.com/research/the-multi-asset-investor https://bytetree.com/research/the-multi-asset-investor"
X Link 2023-04-26T11:35Z [----] followers, [---] engagements
"Whod have thought that the #pound universally ridiculed by the FTies (lefties who read the Financial Times) would be on the verge of a 6-year high Only the Swiss Franc and the Singapore Dollar both financial safe havens are ahead of the pound over this post-Brexit period"
X Link 2023-06-02T16:48Z [----] followers, [----] engagements
"If you missed it $AAPL is now worth more than the #FTSE100. @AtlasPulse first highlighted this in last week's newsletter - read it here:"
X Link 2023-07-03T16:34Z [--] followers, [--] engagements
"With over a decade of experience in #Bitcoin and more than double that in #Gold @AtlasPulse knows a thing or two about these highly liquid assets. In this @leadlagreport podcast Charlie Morris discusses their correlation performance and future outlook"
X Link 2023-07-06T14:43Z [----] followers, [---] engagements
"Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:"
X Link 2023-07-06T14:43Z [----] followers, [---] engagements
"As the financial textbooks state government bonds are risk-free. Eh This hammers home how extraordinary these times are for financial markets. @AtlasPulse covers this and more in our latest update 👇"
X Link 2023-07-07T16:16Z [----] followers, [---] engagements
"Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:"
X Link 2023-07-07T16:16Z [----] followers, [---] engagements
"The uptrend in #gold looks good but if the going gets tough gold will likely prove to be more resilient. Not only is it defensive in equity bear markets but the upward pressure on rates will inevitably cool paving the way for a gold relief rally"
X Link 2023-08-17T16:20Z [----] followers, [--] engagements
"According to the #MicroStrategy Premium which is over 60% sentiment is bullish. Too bullish perhaps but Saylor will keep issuing new shares and buying $BTC so long as that remains. The message from the market is that #Bitcoin is not currently a contrarian trade"
X Link 2023-08-17T16:20Z [----] followers, [--] engagements
"This is also confirmed by #Grayscale where the discount has narrowed from 50% to 25%. Still a discount but the point here is that the market has shortened the odds that the US ETF will get regulatory approval. And they should"
X Link 2023-08-17T16:20Z [----] followers, [--] engagements
"Most precious metals analysts would broadly expect #gold and #silver to end up in roughly the same place over the long term but silver would get there with more sleepless nights. So why bother The answer is that when silver is undervalued as it currently is there is the opportunity for a catch-up rally. Not only that but under the right conditions it will overshoot. In this article @AtlasPulse highlights how silver is trading as cheap gold. The Silver to Gold ratio is below average and that average has the potential to rise if inflation persists. The market is tight because less silver is"
X Link 2023-08-31T11:58Z [----] followers, [---] engagements
"The @vinterco ByteTree BOLD1 Index (BOLD) combines the worlds two most liquid alternative assets #Bitcoin and #Gold on a risk-adjusted basis. With naturally low correlation the diversification benefits of holding both assets have been unusually high"
X Link 2023-09-05T13:47Z [----] followers, [---] engagements
"Risk-weighted asset allocation techniques are commonly used in finance to improve risk-adjusted returns. BOLD uses the inverse volatility methodology which means the more volatile asset has a lower weight in the basket and vice versa"
X Link 2023-09-05T13:47Z [----] followers, [--] engagements
"LVMH (MC) has become Europes most valuable company selling [--] billion of luxury goods last year. The luxury business is remarkable as it seems to be one of the few areas outside of software that can make supernormal profits. But there's a problem"
X Link 2023-09-08T16:38Z [----] followers, [---] engagements
"In this week's update of The Multi-Asset Investor @AtlasPulse re-examines index-linked #bonds (AKA linkers (UK) or TIPS (US))"
X Link 2023-09-13T17:09Z [----] followers, [---] engagements
"Join our free mailing list for weekly research updates on #bitcoin #crypto #gold #ETFs #stocks and #bonds. 📧 Subscribe:"
X Link 2023-09-13T17:09Z [----] followers, [---] engagements
"Congratulations to @Grayscale on the 10th anniversary of the launch of GBTC 🎉 The Grayscale Bitcoin Trust (GBTC) was the first publicly available #Bitcoin Fund that could be traded over the stockmarket. @AtlasPulse examines the historic performance 👇"
X Link 2023-09-25T12:06Z [----] followers, [---] engagements
"Centralised Exchanges still enjoy clear dominance in the crypto space compared to Decentralised Exchanges especially in terms of liquidity. Enter @THORChain. Learn more about THORChain and the value proposition of $RUNE in our latest Token Takeaway"
X Link 2023-09-28T15:58Z [----] followers, [--] engagements
"Over the past decade the worlds #automotive stocks have been valued at a trillion dollars up until the pandemic. Then the central banks printed money like never before and by late [----] the value exploded to $2.5 trillion before settling back to $1.8 trillion today"
X Link 2023-09-29T16:10Z [----] followers, [---] engagements
"@Tesla (US$782 billion) has been the best performer with Chinas top electric vehicle maker @BYDCompany (US$92 billion) in second place. The combined value of these two EV makers makes up 48% of the entire auto sector despite accounting for less than 10% of total sales"
X Link 2023-09-29T16:10Z [----] followers, [--] engagements
"While the West is on the cusp of #recession the @WorldBank upgraded growth forecasts in South Asia from 5.6% to 5.8%. The region is dominated by #India with its $2256 GDP per capita which contrasts with #Chinas $12556 GDP per capita. Why did India lag by so much The witty answer is its a democracy. Less talked about is #Pakistan probably because it has fewer people. Its GDP per capita lags India at $1505. #GDP per capita was about the same in the 1980s until China roared away. India and Pakistan have been surprisingly close but India has pulled away over the past decade. Yet India is a"
X Link 2023-10-11T14:42Z [----] followers, [---] engagements
"The Open Network has frequented the news this year following its surge in marketcap propelling it to 11th place overall. But is the high ranking deserved Learn more about #TON and its native token #TONCOIN in our latest Token Takeaway 👇"
X Link 2023-10-26T14:52Z [----] followers, [---] engagements
"This week saw both the #BankofEngland and the #FederalReserve hold back on further #interest rate hikes for the first time since the start of this cycle. Its a big deal for the markets and hopefully it brings relief. One thing we can be sure of is that if the US holds back on rate hikes the $dollar surge will reverse. That isnt necessarily great for US equities. But always comes as a relief to the rest of the world. The economy may get worse before it gets better but the opportunities are growing because value is becoming plentiful. The investors challenge is to find it. Read our end-of-week"
X Link 2023-11-03T17:16Z [----] followers, [---] engagements
"It was a difficult environment for #financial markets in [----] and we are pleased to report that both Multi-Asset Investor #portfolios ended the year with positive returns. The portfolios take a very different path from market portfolios focusing on risk management and embracing undervalued assets with opportunity and diversification. Read our end-of-year performance report by @AtlasPulse:"
X Link 2024-01-05T13:06Z [----] followers, [---] engagements
"Before Christmas we highlighted that the breadth in the #crypto market had started to improve but the new year has seen that reverse as shown by the decline in the number of crypto token 5-star trends in USD (blue in the chart below). Data source:"
X Link 2024-01-08T17:05Z [----] followers, [---] engagements
"In contrast #Bitcoin remains strong with only a small number of altcoins (blue) currently outperforming it. Top performers are listed on @BytetrendCrypto. Read our weekly crypto market update by @AtlasPulse for more:"
X Link 2024-01-08T17:05Z [----] followers, [---] engagements
"The #GoldETFs transformed the gold market in the 2000s - can the #BitcoinETFs do the same for #Bitcoin @AtlasPulse explains what the newly launched Bitcoin ETFs will mean for both Gold and Bitcoin. Read our latest report:"
X Link 2024-01-12T12:04Z [----] followers, [---] engagements
"In the world of #BitcoinETFs Fidelity beat iShares on day one"
X Link 2024-01-12T14:10Z [----] followers, [---] engagements
"Stablecoins are more relevant than ever and Tether $USDT dominates the space with a monumental market cap of $96 billion. The risk is that Tether is so large that it is now a single point of failure in crypto. Read our latest update by @AtlasPulse 👇"
X Link 2024-01-29T16:59Z [----] followers, [---] engagements
"Since the 1970s the almighty US economy has expanded at a 6% rate in nominal terms. With #inflation averaging 3.8% real growth has been around 2.2% which isnt bad for a juggernaut. The trouble is that government #debt has been growing at 9%. Fifty years of compounding at 3% add up and the debt-to-GDP ratio has risen from 35% in the 1970s to 121% today. Investors have learnt over the years that when the economy goes into #recession its best to own government bonds. But with alarming debt levels might this be wrong And if so what are the alternatives Read our latest update by @AtlasPulse:"
X Link 2024-02-02T17:29Z [----] followers, [---] engagements
"There are opportunities in the #airline sector because we are witnessing a post-pandemic #travel boom that shows no signs of abating and the price of #oil has stabilised. But the best company isnt always the best investment because valuation matters. We are looking for an airline with a strong balance sheet plenty of upside good returns growth and a low valuation. Moreover it's important to understand why the mispricing exists. Read our latest update by @AtlasPulse:"
X Link 2024-02-06T17:30Z [----] followers, [----] engagements
"Today we were delighted to speak to Michael Howell the MD and Founder of @crossbordercap. With decades of experience in financial markets Michael has become a leading authority on market liquidity - an important driver for financial markets"
X Link 2024-02-09T16:37Z [----] followers, [----] engagements
"Michael Saylors MicroStrategy recently acquired another [----] BTC which takes the total balance to [------] BTC held on their balance sheet. The companys net assets ($1 billion for the legacy software company and $2.2 billion debt) are now $9.8 billion with a market cap of $14.8 billion. That works out at a 52% premium to net asset value. Investors buying $MSTR for #Bitcoin exposure would be paying $152 for $100 of BTC. Why would anyone do that UK-based Bitcoin investors do among others. As Bitcoin ETFs remain banned in the UK MSTR stock is one of the few ways to trade Bitcoin using your broking"
X Link 2024-02-28T15:23Z [----] followers, [---] engagements
"Over the past [--] days weve seen the strongest new BTC #ETF inflows on record with [------] BTC added YTD. For years we have argued that #Bitcoin ETF flows were important and the current price action shows just how important they are. Our latest update highlights the winning and losing ETFs and the factors currently underpinning the $BTC price - read it for free:"
X Link 2024-02-28T15:59Z [----] followers, [---] engagements
"1 Million Bitcoin in sight 🔥"
X Link 2024-03-01T12:51Z [----] followers, [---] engagements
"In February $BOLD rose by 11.4% #Bitcoin rose by 44.7% #Gold rose by 0.2% while equities rose by 4.1% in USD terms. The Bitcoin ETF demand in February has exceeded our highest expectations. The ETFs collectively purchased [------] BTC costing over $6 billion. Whats more is that the total BTC held by funds is now nearly at [--] million or approx. 5% of the total available supply. While Golds monthly performance pales in comparison to Bitcoin the price is on the verge of an all-time high despite the continued outflows from Gold ETFs. Finally unlike both Bitcoin and Gold BOLD has made a new all-time"
X Link 2024-03-01T14:47Z [----] followers, [---] engagements
"Bitcoin ETFs are already well underway in March with positive net flows of [-----] BTC added to funds. The biggest buyers are BlackRock's $IBIT and Fidelity's $FBTC while Grayscale's $GBTC continues to see outflows. Source:"
X Link 2024-03-11T16:44Z [----] followers, [---] engagements
"Join us for today's webinar featuring @LawrenceLepard @MarkValek and @AtlasPulse - a rare opportunity to gain invaluable insights directly from the world's top #Bitcoin and #Gold fund managers. Don't miss out Register to attend:"
X Link 2024-03-20T10:05Z [----] followers, 10.8K engagements
"In this webinar @LawrenceLepard @MarkValek and @AtlasPulse discussed competition between #Bitcoin and #Gold government and regulatory perspectives central bank involvement and risk vs return profiles in strategic asset allocation"
X Link 2024-03-21T16:02Z [----] followers, [---] engagements
"We have officially published the 100th issue of our weekly #Crypto publication 🎉 The crypto space has evolved immensely over the years and our mission has been to identify the leading #cryptotoken trends for a strong portfolio that can beat #Bitcoin. This has by no means been an easy task during the crypto winter but the results speak for themselves. In celebration of this milestone we have opened up this article to everyone. If you are a crypto investor looking for new opportunities we invite you to take a look:"
X Link 2024-03-26T12:57Z [----] followers, [---] engagements
"Bitcoin Halving approaches but who pays for Bitcoin Funding the #Bitcoin miners keeps the network running as they do it because they get paid. The reality is that the #miner fees have very much reduced since the last cycle due to the implementation of SegWit a system upgrade to increase the network capacity. As we move through the halving cycles the new supply shrinks rapidly but the miners still need to be paid. While we are bullish on Bitcoin there are realistic limits. The fees will have to keep on rising because we can't count on an ever-higher Bitcoin price whether we like it or not."
X Link 2024-03-28T17:42Z [----] followers, [---] engagements
"After an unprecedented rate of #BitcoinETF demand things have started to settle. We emphasize settle as the net flows remain positive: [----] (YTD) January: +3690 $BTC February: + [------] BTC March: +74713 BTC 1st-4th April: +660 BTC http://BOLD.report http://BOLD.report"
X Link 2024-04-05T11:43Z [----] followers, [---] engagements
"Among the US ETFs @BlackRock's IBIT and Fidelity's FBTC have been the outperformers. YTD net flows $IBIT Jan: +61045 $BTC Feb: +87912 BTC Mar: +101094 BTC Apr: +5327 BTC $FBTC Jan: +45828 BTC Feb: +52995 BTC Mar: +40889 BTC Apr: +3085 BTC http://BOLD.report http://BOLD.report"
X Link 2024-04-05T11:43Z [----] followers, [---] engagements
"The January launch of the US ETFs has been a game changer. We have never seen so much money enter the #Bitcoin Network in such a short time frame hence the new all-time high in March. Flows have peaked for the time being which isnt surprising given how strong they have been"
X Link 2024-04-05T11:43Z [----] followers, [--] engagements
"Additionally #BitcoinHalving is coming up and the halving bulls have likely invested ahead of time. #Halving is an anti-climax event but behind that the Bitcoin Network tightens as supply wanes. Assuming demand grows the price can only ever go up"
X Link 2024-04-05T11:43Z [----] followers, [---] engagements
"Check out for a reliable #BitcoinETF data source. The data is updated daily and we also publish ETF flows and holdings for #Gold. We regularly highlight the charts in our research updates so make sure to subscribe for free on http://BOLD.report http://bytetree.com http://BOLD.report http://bytetree.com"
X Link 2024-04-05T11:43Z [----] followers, [---] engagements
".@AtlasPulse writes: "Despite having a 5000-year history in finance #gold remains a controversial asset and widely misunderstood. Central banks hoard it because when things go wrong theres nothing better. The super-rich hoard it admiring the #diversification benefits and long-term inflation protection. People in the developing world also hold it trusting it more than they do cash. Yet for some reason the majority of Western middle classes shun gold. Gold doesnt get the credit that it deserves." Read more:"
X Link 2024-04-12T11:45Z [----] followers, [---] engagements
"A refreshing post to read and your views very much align ours. The BOLD Index might be of interest - it combines Bitcoin and Gold on a risk-adjusted basis. Bitcoin and Gold have low correlation so the index accumulates the weaker asset in a monthly rebalancing process. Data available on and research at - feel free to send questions to"
X Link 2024-04-12T21:56Z [----] followers, [--] engagements
"Altcoins across the board took a hit from the recent geopolitical turbulence. Notably $BTC dominance is now over 55% which is the highest since early [----]. https://www.bytetree.com/research/2024/04/geopolitical-turbulence/ https://www.bytetree.com/research/2024/04/geopolitical-turbulence/"
X Link 2024-04-15T14:12Z [----] followers, [---] engagements
"With [--] hours to go the #BitcoinHalving is officially upon us The Halving event itself is a great anti-climax and for most of the world it will go unnoticed. It's the bigger picture that matters and we will highlight some points in the thread below"
X Link 2024-04-19T16:19Z [----] followers, [----] engagements
"The view is that #Bitcoin halvings are bullish because they squeeze the supply. If demand remains constant/increases then the $BTC price can only rise. That's true but that halving alone can accomplish that and demand is irrelevant is a common misconception"
X Link 2024-04-19T16:19Z [----] followers, [--] engagements
"We saw this with #Litecoin an early Bitcoin copycat. $LTC has halvings and a slightly lower supply rate. Despite this the last two halvings have not done much. This demonstrates that if a crypto token has low demand squeezing the supply doesn't create more value"
X Link 2024-04-19T16:19Z [----] followers, [---] engagements
"Our founder @AtlasPulse had the pleasure of talking to Kerry Stevenson from @GoldEventsAU discussing the current state of financial markets #Bitcoin #Gold and of course the BOLD Index. Watch the full interview 👇 https://youtu.be/JZNyL0jawso https://youtu.be/JZNyL0jawso"
X Link 2024-04-23T11:10Z [----] followers, [---] engagements
"What drives the Gold Miners and how do you select a winning $gold stock Gold expert @AtlasPulse takes a deep analytical dive into the #VanEck Gold Miners ETF $GDX to assess the best and worst performers out of the [--] stocks. https://www.bytetree.com/research/2024/05/inside-gdx-how-to-select-a-winning-gold-stock/ https://www.bytetree.com/research/2024/05/inside-gdx-how-to-select-a-winning-gold-stock/"
X Link 2024-05-10T16:02Z [----] followers, [---] engagements
"ByteFolio was designed to find opportunities that can outperform #Bitcoin. It's pleasing to see its performance because it's been difficult to outwit Bitcoin in this cycle. Bitcoin dominance remains firm at 53% while $ETH $BNB and $SOL make up 20% of the market. $USDT takes a 5% share while all other 1000s of crypto tokens add up to less than 20% of the market share. More here: https://www.bytetree.com/research/2024/05/bitcoin-dominance/ https://www.bytetree.com/research/2024/05/bitcoin-dominance/"
X Link 2024-05-14T17:08Z [----] followers, [---] engagements
"Having been a professional fund manager for nearly three decades ByteTree Founder Charlie Morris has become an expert in identifying value opportunities in the markets. After spending many years managing billion-dollar funds for leading institutions like HSBC he wanted to bring his expertise to private investors. The Soda low to medium risk and Whisky medium to high risk model portfolios were launched in [----] and are now published in The Multi-Asset Investor on While searching for investment opportunities for Whisky Charlie would often come across many great and undervalued companies that"
X Link 2024-05-17T15:38Z [----] followers, [----] engagements
"Bitcoin mining involves solving complex mathematical problems. In #Bitcoins early days that could be solved by a home PC. Today the Bitcoin price is around $70000 meaning that the daily block reward is worth $31.5 million. That makes it a highly competitive space where the miners require a significant amount of #hashpower to win a block. Consequently the mining infrastructure has ballooned and the #energy consumption along with it. But how much energy does Bitcoin consume and is it worth it Read our latest Bitcoin deep-dive by @AtlasPulse:"
X Link 2024-05-24T12:13Z [----] followers, [---] engagements
"#BitcoinETFs have arrived in London It's great to see some progress being made but they are still for professional investors only. Can you guess how many trades have been made since they launched on LSE Learn more in our latest update by @AtlasPulse https://www.bytetree.com/research/2024/05/bitcoin-etfs-come-to-london/ https://www.bytetree.com/research/2024/05/bitcoin-etfs-come-to-london/"
X Link 2024-05-28T13:34Z [----] followers, [---] engagements
"The ByteTree @21Shares @vinterco BOLD Index combines the worlds two most liquid alternative assets #Bitcoin and #Gold. Due to their naturally low correlation the diversification benefits of holding both assets have been unusually high. The latest #BOLD rebalancing at the end of May sees 2.3% added to Gold and the corresponding amount reduced from Bitcoin to meet the new target weights. By accumulating the weaker asset at the expense of the stronger means that the monthly rebalancing continually adds value as their prices cross over - i.e. buying low and selling high. BOLD was never designed"
X Link 2024-06-03T16:29Z [----] followers, [----] engagements
"Yesterday we hosted the latest live webinar in our #Bitcoin and #Gold in [----] series. @AtlasPulse was joined by Alex Pollak from @21Shares to discuss the BOLD Index which is our Bitcoin and Gold strategy. Watch the webinar on YouTube https://youtu.be/I82bgLzgcnY https://youtu.be/I82bgLzgcnY"
X Link 2024-06-06T16:07Z [----] followers, [----] engagements
"The Peoples Bank of China has been steadily accumulating #gold since [----] now holding an impressive [----] million ounces making it the 6th largest gold holder globally. Interestingly May saw no new purchases from the #PBOC. This isn't a worry as their strategy has previously involved pausing during high prices and resuming accumulation when prices dip. With gold currently at a high it's likely they are waiting for the next optimal buying opportunity. However whats particularly noteworthy is the rise in Chinese #GoldETFs. China now boasts [--] gold ETFs up from just [--] in [----] collectively holding"
X Link 2024-06-19T16:58Z [----] followers, [---] engagements
"Chilly market day🥶Not many #crypto tokens are outperforming #Bitcoin atm. $TON is the standout performer for June having outperformed $BTC since the start of the month. This is illustrated by the yellow fill in the chart below which shows $TON on a 5-star ByteTrend in BTC"
X Link 2024-06-21T10:40Z [----] followers, [---] engagements
"Today has also seen $KAS and $PENDLE gain bullish uptrends in $BTC https://x.com/BytetrendCrypto/status/1804055780255019317 Crypto Highs & Lows in Bitcoin https://t.co/rM6k5GVgNt Page: [--] of [--] #PENDLE $PENDLE #KAS $KAS #GMX $GMX #AUDIO $AUDIO #CFX $CFX #CSPR $CSPR #DFI $DFI #EGLD $EGLD #GLMR $GLMR #CHZ $CHZ #DOT $DOT #AXL $AXL #FXS $FXS #SENSO $SENSO #SNM $SNM #ILV $ILV #LNR $LNR https://t.co/C0oMDZdf1r https://x.com/BytetrendCrypto/status/1804055780255019317 Crypto Highs & Lows in Bitcoin https://t.co/rM6k5GVgNt Page: [--] of [--] #PENDLE $PENDLE #KAS $KAS #GMX $GMX #AUDIO $AUDIO #CFX $CFX #CSPR"
X Link 2024-06-21T10:40Z [----] followers, [--] engagements
"Call it a soft patch. In both [----] and 2018/9 we saw rates and inflation turn down coinciding with a period of Bitcoin weakness. When the reading went negative in March [----] Bitcoin crashed just as it did in November [----]. The [----] bull market followed rates and inflation higher until early [----] when the situation had stabilised. Then there's the US ETF hype that saw strong inflows into Bitcoin ETFs in February and March. That has now changed to modest outflows. The ETFs also skewed this halving cycle. Past halving cycles have seen a run-up to halving then a pause followed by a new all-time"
X Link 2024-06-26T17:06Z [----] followers, [--] engagements
"In both [----] and 2018/9 we saw rates and inflation turn down coinciding with a period of #Bitcoin weakness. When the reading went negative in March [----] #Bitcoin crashed just as it did in November [----]. The [----] bull market followed rates and inflation higher until early [----] when the situation had stabilised. Now the hot money is falling again from very high levels. If you believe that #inflation is contained and rates are headed back to the floor then Bitcoin is in for a rough ride. We don't - here's why: Chart 1: Combining the 2-year US bond yield (black) with 2-year inflation expectations"
X Link 2024-06-28T09:32Z [----] followers, [---] engagements
"The BOLD Index combines #Bitcoin and #Gold the worlds two most liquid alternative assets on a risk-adjusted basis. This strategy leverages their low correlation to enhance diversification. Following the latest monthly rebalancing on [--] June the BOLD Indexs new target weights are 25.1% Bitcoin and 74.9% in Gold. #BOLD adjusts allocations based on volatility aiming for equal risk rather than equal value in each asset. In the short term BOLD is at its best when Bitcoin disappoints. Not only does it hold less Bitcoin (typically 25%) but it goes on to accumulate more at lower prices so that BOLD"
X Link 2024-07-01T16:34Z [----] followers, [---] engagements
"Following a strong accumulation phase around the launch of the US ETFs and another attempt in May the #BitcoinETFs have seen modest outflows in June. These need to return for the price to rebound. Source: http://BOLD.report http://BOLD.report"
X Link 2024-07-02T09:29Z [----] followers, [---] engagements
"Contrastingly and following a long period of outflows #Gold ETFs have seen modest inflows return as investors face lower rates. Source: http://BOLD.report http://BOLD.report"
X Link 2024-07-02T09:29Z [----] followers, [---] engagements
"Top [--] holders of $IAU vs $IBIT show #BitcoinETF flows are dominated by hedge funds private investors and family offices while #Gold ETFs are dominated by institutional investors. Bitcoin's long-term bull case will be done when they match. Source: https://www.bytetree.com/research/2024/07/holding-steady/ https://www.bytetree.com/research/2024/07/holding-steady/"
X Link 2024-07-02T09:29Z [----] followers, [---] engagements
"Demand for mid and small-caps rapidly increased after the music stopped. That next repeat cant be too far away because the Investment Company Institute Data shows how flows have turned negative this year and the reading has begun to stand out"
X Link 2024-07-03T11:08Z [----] followers, [--] engagements
"Thats not all as strange things are happening. As the economic data points towards a slowdown especially in consumer-facing parts of the economy we have seen the oil price rally 13% and bond yields jump over renewed inflation fears. https://x.com/ByteTrend/status/1808395917919133708 https://x.com/ByteTrend/status/1808395917919133708"
X Link 2024-07-03T11:08Z [----] followers, [---] engagements
"The share price chart for $META is one for the history books. It collapsed in [----] from a record valuation as the market moved into an advertising downturn and rejected METAs heavy investment in the metaverse. The company slashed costs and remarkably META made a new high"
X Link 2024-07-16T14:57Z [----] followers, [---] engagements
"We believe investors buying these stocks will come off badly because something has to break echoing the 2000-2003 era when the market sensed that things could not get any better. They didnt and when things got worse the market took no prisoners"
X Link 2024-07-16T14:57Z [----] followers, [--] engagements
"Todays star stock is the AI chip maker Nvidia $NVDA but [--] years ago it was the server maker Cisco $CSCO. Since its peak in [----] the sales have grown at just 2.7% p.a. and the shares are still 40% lower after [--] years. It is remarkable how destructive bubbles can be"
X Link 2024-07-16T14:57Z [----] followers, [---] engagements
"Gold makes a new high in every currency. #gold #XAU #XAUUSD $XAU"
X Link 2024-07-18T14:42Z [----] followers, [---] engagements
"As a computer powerhouse for AI and machine learning applications #Akash has greatly benefitted from this year's #AI hype. But can it sustain activity on the network in the face of fierce competition And how will it impact the native token $AKT https://www.bytetree.com/research/2024/07/akash-a-global-decentralised-compute-marketplace/ https://www.bytetree.com/research/2024/07/akash-a-global-decentralised-compute-marketplace/"
X Link 2024-07-28T09:04Z [----] followers, [---] engagements
"Consumers are feeling the pinch and with another bout of political uncertainty parts of the stock market are starting to feel the pressure. The economic surprise indices are pointing down in Europe and the USA simultaneously"
X Link 2024-07-31T11:08Z [----] followers, [---] engagements
"The surprise indices observe the economic data as it comes in such as employment tax receipts inflation trade and so on. It then decides whether its positive or negative according to what was expected. Finally it adds or subtracts from the index to give the result"
X Link 2024-07-31T11:08Z [----] followers, [--] engagements
"Rising is deemed to be positive and falling negative. While early [----] saw a strong USA and a weak Europe late [----] saw a strong Europe and a softer US. Now they are both falling which has translated to a dip in the leading tech stock countered by an upturn in the $Yen"
X Link 2024-07-31T11:08Z [----] followers, [--] engagements
"The close inverse correlation shows that the $yen could continue to perform if stock markets get into trouble. The Bank of Japan meets tomorrow and we could see the first interest rate hike in many years. If Japan is increasing rates and the US is cutting the yen will soar"
X Link 2024-07-31T11:08Z [----] followers, [---] engagements
"Theres more to $BOLD than simply a blend of Bitcoin and Gold prices. There is excess return from the asset allocation and the rebalancing transactions. The weights also help to keep the signal consistent as an optimised quantity of Bitcoin and Gold is held each month. That makes the BOLD Index a useful macroeconomic indicator which reflects things like global liquidity money supply and inflation. Most people would agree that it is beneficial to own #Gold during a stockmarket crash. It might not go up and it might even go down but likely much less so than the stockmarket itself. Therefore Gold"
X Link 2024-08-02T15:26Z [----] followers, [---] engagements
"The market has had a #deflation fright but without a major event such as a default. That means #bondyields (black) and #inflation expectations (red) have fallen. Their combined value (blue) has cooled from 7.9% to 5.2% in recent weeks"
X Link 2024-08-05T11:22Z [----] followers, [---] engagements
"At the epicentre of this is the #Yen. Investors have been borrowing cheap Yen due to its low interest rate and investing the proceeds elsewhere. The Yen is surging and those loans are now more expensive to repay forcing liquidations. $GBP $JPY"
X Link 2024-08-05T11:22Z [----] followers, [--] engagements
"It is remarkable this carry trade has been going on for so long much to our frustration. #Yen strength has caused the #Nikkei225 to fall 25% in short order making Japanese equities the lowest compared to the world since the 1970s"
X Link 2024-08-05T11:22Z [----] followers, [---] engagements
"Other casualties are technology stocks bank stocks and the Mexican Peso. Surprisingly $USD is also down as in recent market events it has tended to act as a safe haven. Government bonds have risen along with the Yen and the Swiss Franc. The Chinese Renminbi has also gained"
X Link 2024-08-05T11:22Z [----] followers, [--] engagements
"Following last week's crash #Bitcoin's 200-day moving average is still strong which is positive. The 30-day MA is rolling over which reflects last weeks crash yet the price is below both MAs which isnt great but that can change quickly"
X Link 2024-08-13T09:33Z [----] followers, [---] engagements
"The $BTC 20-day max and min lines are important because they capture the pattern of lower highs and lows which has been ongoing since March. The crash didnt disappoint and made yet another new low last week"
X Link 2024-08-13T09:33Z [----] followers, [--] engagements
"To break this down cycle Bitcoin needs to make a new high above $70000 or the downtrend will persist. It also needs to touch the blue max line first. Historically we've seen a strong move in October following a weak August and September. No guarantees of course"
X Link 2024-08-13T09:33Z [----] followers, [--] engagements
"The recent shakeout in crypto has been even more brutal in #altcoins as demonstrated by the 3-year low in #Ethereum vs #Bitcoin"
X Link 2024-08-13T09:33Z [----] followers, [--] engagements
"This is being repeated across the board as most of the top [---] #crypto tokens are currently showcasing bearish trends in #Bitcoin. Despite a weak patch $BTC is outperforming the whole sector. @BytetrendCrypto http://ByteTrend.io http://ByteTrend.io"
X Link 2024-08-13T09:33Z [----] followers, [--] engagements
"The economy is slowing down and that could mean lower rates. #Crypto surely likes easy money which lower rates will deliver but if the economy is slowing that may not be enough. What crypto really likes is red-hot monetary conditions and it seems we are going the other way"
X Link 2024-08-13T09:33Z [----] followers, [---] engagements
"We cover the #crypto sector once a week - subscribe for free to follow future updates. https://www.bytetree.com/research/2024/08/dead-cat-bounce/ https://www.bytetree.com/research/2024/08/dead-cat-bounce/"
X Link 2024-08-13T09:33Z [----] followers, [---] engagements
"Last week the US economy appeared to be slowing down with weak employment data and the market reaction seemed to be fairly extreme. The #VIXIndex which is derived from option prices surged last Monday as if it were a full-on #financialcrisis"
X Link 2024-08-14T10:39Z [----] followers, [---] engagements
"Other times when the #VIX was over 100% above its 200-day moving average were during major market blow-ups. The jobs data alone probably didnt warrant the VIX Spike but it is a clear signal that extremes have emerged across financial markets and the yen was the poster child"
X Link 2024-08-14T10:39Z [----] followers, [--] engagements
"Having fallen by 9% since February the #yen turned around and was briefly 5% up last week. From the low to the high the yen rose by 15% in [--] days. Now it has settled a little and is flat since February"
X Link 2024-08-14T10:39Z [----] followers, [--] engagements
"Some claim the carry trade whereby speculators borrow cheap #yen to invest elsewhere is largely unwound. I doubt that as the yen has been weakening since [----] and it is impossible to measure how much unwinding remains"
X Link 2024-08-14T10:39Z [----] followers, [--] engagements
"What is clear is that the #yen offers efficient portfolio protection much more so than government #bonds. We are therefore very comfortable continuing to hold it"
X Link 2024-08-14T10:39Z [----] followers, [---] engagements
"There were other signs of stress notably the TED spread which @AtlasPulse covered in yesterday's The Multi-Asset Investor letter. Continue reading https://www.bytetree.com/research/2024/08/bashing-cyclicals/ https://www.bytetree.com/research/2024/08/bashing-cyclicals/"
X Link 2024-08-14T10:39Z [----] followers, [---] engagements
"Various macro experts doubt the #gold trend because positioning is too high. I just dont see it While investors have largely missed this gargantuan gold rally the central banks have bagged it. @AtlasPulse https://www.bytetree.com/research/2024/08/the-quiet-gold-boom/ https://www.bytetree.com/research/2024/08/the-quiet-gold-boom/"
X Link 2024-08-16T16:25Z [----] followers, [---] engagements
"Gold exploration stocks are the most desirable business model during established gold bull markets as they are the only ones capable of delivering positive surprises at high gold prices. With the gold price above $2500 its time to embrace gold exploration and this recommendation is a gem: https://www.bytetree.com/research/2024/08/venture-gold-exploration/ https://www.bytetree.com/research/2024/08/venture-gold-exploration/"
X Link 2024-08-21T10:37Z [----] followers, [---] engagements
"At the recent #JacksonHole conference the Fed Chair Jerome Powell made it clear that this rate cycle is over and that cuts are coming. He is concerned that employment is slowing and that inflation expectations are now anchored at 2%. Hes ready to cut rates in September and the market thinks that will be 0.25% or possibly 0.5%. The 2-year yield has fallen to 3.9% compared to base rates at 5.5% which is the #bond markets way of pricing in future #ratecuts. The lower chart shows the difference at -1.6% meaning that a full rate-cutting cycle lies ahead. Indeed this reading is more pronounced than"
X Link 2024-08-29T15:21Z [----] followers, [---] engagements
"The #BOLD Index allocates to #Bitcoin and #Gold on a risk-adjusted basis and rebalances monthly. The latest rebalancing at the end of August set the new target weights as 25% for Bitcoin and 75% for Gold. Bitcoin and Gold are important alternative assets. With Gold recently having had such a strong run itll be Bitcoins turn before too long. Read the August rebalancing report by @AtlasPulse 👉 @21Shares @21co__ @vinterco https://www.bytetree.com/research/2024/09/working-together/ https://www.bytetree.com/research/2024/09/working-together/"
X Link 2024-09-03T08:53Z [----] followers, [---] engagements
"This week we looked at the latest developments with $TON #Maker #ReserveRights #Stacks #Velo and #Kaspa. It's been too long since the last crypto rally and investors are getting impatient. But good things always happen in Q4 - [--] month to go https://www.bytetree.com/research/2024/09/censored/ https://www.bytetree.com/research/2024/09/censored/"
X Link 2024-09-03T12:40Z [----] followers, [---] engagements
"The good things always happen in Q4 - [--] month to go #Bitcoin"
X Link 2024-09-04T09:36Z [----] followers, [---] engagements
"In the unique Proof of Work sector where few projects except #Bitcoin have a truly addressable market #Kaspa has demonstrated that a combination of strong technology and robust tokenomics can attract significant attention. https://www.bytetree.com/research/2024/08/beyond-bitcoin-kaspas-ascent-in-the-proof-of-work-realm/ https://www.bytetree.com/research/2024/08/beyond-bitcoin-kaspas-ascent-in-the-proof-of-work-realm/"
X Link 2024-09-05T08:38Z [----] followers, [---] engagements
"The big news this week came from the US #bondmarket which saw the #yieldcurve normalise for the first time since mid-2022. That means the 10-year bond yield is now marginally above the 2-year yield and so the yield curve is no longer inverted. Yet an inverted curve is thought to forecast a #recession (pink verticals) just as it did in [----] [----] [----] [----] and [----]. But you may notice that the inverted curve warned of trouble ahead but the past recessions didnt start until the yield curve normalised. Might this time be different Read our latest update of The Multi-Asset Investor by @AtlasPulse:"
X Link 2024-09-10T15:29Z [----] followers, [---] engagements
"It has been a rough week for markets and #Bitcoin too. But the problem is across markets and not Bitcoin or #crypto specific. The market liquidity is running dry and needs a boost for things to improve. Rate cuts are on the way but they may indeed imply that the monetary system has become too tight and needs to ease. Looking at Bitcoin (black) against the NASDAQ (green) they remain correlated and so Bitcoins weakness comes as no surprise in the face of a falling stockmarket. In this week's crypto update we also take a look at #VELO #Uniswap #Cardano and #Tether. 👉 📈 Bitcoin and NASDAQ"
X Link 2024-09-11T11:35Z [----] followers, [---] engagements
""The strength in #gold reflects increasing current and future fiat money supply among other things and bitcoin will rally when the economy picks up or when the sound of stimulus is heard" @AtlasPulse @godbole17 covers the gold rally in @CoinDesk https://www.coindesk.com/markets/2024/09/13/golds-market-beating-rally-hints-at-renewed-bullishness-for-bitcoin-or-does-it/ https://www.coindesk.com/markets/2024/09/13/golds-market-beating-rally-hints-at-renewed-bullishness-for-bitcoin-or-does-it/"
X Link 2024-09-13T15:04Z [----] followers, [---] engagements
"The #Gold price has made a fresh new all-time high this morning For the gold price to double we need buyers and fortunately they are joining the queue. According to @JanGold_ the Saudi Central Bank has bought [---] tonnes under the radar through Switzerland. What's more not only are the central banks still active but Wall Street has finally noticed whats going on. I say Wall Street because most of the action has indeed happened on Wall Street through ETP (ETF) buying wherever the orders originated from around the world. Since May the gold flows have turned the corner and started accumulating."
X Link 2024-09-20T09:19Z [----] followers, [---] engagements
"It takes a lot to get a #gold bull market started but once its off it can keep on going for years. The miners get dragged along until eventually investors catch on. As youll soon see theres no fever like gold fever. This is the sixth gold miner I have added to Venture since last year. The shift has moved from production companies to exploration because that is where the most value can be realised. The flows into the #GoldETFs have been negative since mid-2020 and have only just started to rise. The #goldminers and #juniorgoldminers have seen outflows this year despite the surge in the gold"
X Link 2024-09-25T11:21Z [----] followers, [---] engagements
"You would normally expect investors to pile into the mining stocks on the whiff of a #BullMarket but not this time. I spoke with a well-known gold fund manager who told me the clients still didnt believe in the #gold bull market which makes this a stealth bull market. Stealth bull markets are the best bull markets because the crowd has yet to participate. Its only when the last buyers are in that sees the top. A cynical view but true. This means the #goldminers are still a contrarian investment and in my opinion have significant upside along with silver"
X Link 2024-09-25T15:44Z [----] followers, [---] engagements
"Another day another $BOLD all-time high. Explore BOLD on our website: Follow @bold_report for alerts on #BOLD #Bitcoin and #Gold @21Shares @vinterco https://www.bytetree.com/bold/ Gold and BOLD new ATH for 4th day. Thursday close daily changes: #Bitcoin: +0.98% #Gold: +0.09% #BOLD Index: +0.31% ($1739.3) Index weights: 25.30% (+0.67%) $BTC 74.70% (-0.22%) $Gold (#XAUUSD) Read more at https://t.co/aPO6zBODxX https://t.co/kk1F02QmGd https://www.bytetree.com/bold/ Gold and BOLD new ATH for 4th day. Thursday close daily changes: #Bitcoin: +0.98% #Gold: +0.09% #BOLD Index: +0.31% ($1739.3) Index"
X Link 2024-09-27T11:58Z [----] followers, [---] engagements
"After the summer lull #Bitcoin is in a much stronger position. The flows are improving the $USD is weakening and the money supply is rising. With the highest average return by far Autumn is historically the season when Bitcoin blooms. https://www.bytetree.com/research/2024/09/bitcoin-blooms-in-the-autumn/ https://www.bytetree.com/research/2024/09/bitcoin-blooms-in-the-autumn/"
X Link 2024-09-27T12:18Z [----] followers, [---] engagements
"October has more often than not been the month for some spectacular #Bitcoin rallies. #Uptober #UPToberIsComing"
X Link 2024-09-29T08:03Z [----] followers, [---] engagements
"Uptober - are you a believer or a sceptic #bitcoin $BTC #Bitcoin is showing signs that the traditional Uptober could drive prices to new all time highs. Will $BTC: #Bitcoin is showing signs that the traditional Uptober could drive prices to new all time highs. Will $BTC:"
X Link 2024-09-30T13:20Z [----] followers, [---] engagements
"BOLD invests in #Bitcoin and #Gold combining the worlds two most liquid alternative assets on a risk-adjusted basis. Due to their naturally low correlation the diversification benefits of holding both assets have been unusually high. Bitcoin prefers risk-on market conditions while Gold prefers risk-off. Over the past year Bitcoins performance has returned +133.9% in contrast to Gold with +41.7% while equities rose +19.7%. $BOLD has returned +64.3%. In September BOLD rose by 5.3% Bitcoin rose by 8.0% Gold rose by 5.3% while global equities rose by 1.8% in USD terms. The latest rebalancing at"
X Link 2024-10-01T11:11Z [----] followers, [---] engagements
"Earlier today we published the latest $BOLD Rebalancing Report for October - read it here: https://www.bytetree.com/research/2024/10/natural-diversification-and-64-in-12-months-2/ Tuesday close daily changes: #Bitcoin: -1.61% #Gold: +1.43% BOLD Index: +0.68% ($1731.22) Index weights: 24.03% (-5.42%) $BTC 75.97% (+1.84%) $Gold (XAU) Read more at https://t.co/aPO6zBODxX https://t.co/RIlS56yAG0 https://www.bytetree.com/research/2024/10/natural-diversification-and-64-in-12-months-2/ Tuesday close daily changes: #Bitcoin: -1.61% #Gold: +1.43% BOLD Index: +0.68% ($1731.22) Index weights: 24.03%"
X Link 2024-10-01T17:02Z [----] followers, [---] engagements
"Investment Trusts are ideal for long-term #investors because they provide the fund manager with a fixed pool of capital. The #InvestmentTrust sector has narrowly beaten the UK #stockmarket over [--] years returning 6.9% vs 6.7%. A small win but discounts are currently wide and therefore cheap for new investors to enter. Having recently taken profits on Pershing Square $PSH we currently hold [--] Investment Trusts in our Soda model portfolio. Learn more about the benefits of Investment Trust in our recent update by @AtlasPulse:"
X Link 2024-10-04T12:42Z [----] followers, [---] engagements
"What are the drivers behind #Bitcoin adoption Will $BTC Spot #ETFs become the preferred vessel for Bitcoin investors Is #Uptober still on track These are some of the questions that @AtlasPulse addressed during a recent interview with @FintechTvGlobal https://www.fintech.tv/News/Detail/8742-are-bitcoin-etfs-the-future-of-crypto-investing-charles-morris-founder-chairman-of-bytetree-weighs-in https://www.fintech.tv/News/Detail/8742-are-bitcoin-etfs-the-future-of-crypto-investing-charles-morris-founder-chairman-of-bytetree-weighs-in"
X Link 2024-10-08T09:21Z [----] followers, [----] engagements
"Two weeks ago the #PeoplesBankofChina launched a stimulus package to boost the economy in order to counter the slowdown associated with the property sector weak consumption and excessive debt. They cut interest rates reduced the reserve requirements for the banks and lowered borrowing costs for $5.3 trillion in mortgages to bring relief to the housing sector. There was also $113 billion of liquidity support for markets and a plan for a #stockmarket stabilisation fund. Consequently #ChineseEquities have soared and caught back up with the world over [--] years. But as with many emerging"
X Link 2024-10-09T10:12Z [----] followers, [---] engagements
"The bull market in precious metals continues. In recent weeks #gold has shrugged off both rising bond yields and a recovery in the #USdollar. This is a change of behaviour from the years past as investors come to realise they are underweight in a sector they need to own. As governments keep spending preventing #inflation from returning to target the metals have found their bid. Gold has a limited supply but so does #silver #platinum and palladium. In this Venture update @AtlasPulse has identified an opportunity in #palladium to capture what we believe could be one hell of a squeeze:"
X Link 2024-10-11T15:50Z [----] followers, [---] engagements
"(JD) was introduced in Venture our deep-value research service in early May. It had been a high-growth company that had sunk to a low valuation with a strong balance sheet and strong cash flow. The situation required a little patience but the recent #stimulus package in China unleashed a strong rally. We have decided to exit the position. Read the sell note: https://www.bytetree.com/research/2024/10/jd-com-jd-take-profits/ http://JD.com http://JD.com https://www.bytetree.com/research/2024/10/jd-com-jd-take-profits/ http://JD.com http://JD.com"
X Link 2024-10-15T11:36Z [----] followers, [---] engagements
"The World Gold Council ( @GOLDCOUNCIL ) has tackled golds long-term expected return (#GLTER) a forecasting method for the returns of an asset class. Traditional financial assets have widely accepted expected return frameworks and until now #gold has been the exception. Pension funds use expected returns to better understand their long-term assets and liabilities. That makes this work important because an asset with an accepted expected return framework is more likely to be recommended by the investment consultants than one that isnt. In other words a well-laid-out investment framework could"
X Link 2024-10-21T13:23Z [----] followers, [----] engagements
"One last hurdle until the #BitcoinPrice meets fresh air and thats the resistance associated with trading zone above $55000. It is strange to see the bars that remind us of how $BTC hasnt actually spent much time up here since [----]. It has spent the most time in the $15k to $30k zone followed by the $35k to $50k zone. This may seem disappointing but #Bitcoin has broken records over the past six months just by staying in the zone. Both visits in [----] were short-lived"
X Link 2024-10-21T15:01Z [----] followers, [---] engagements
"Over $100bn of inflows into #Bitcoin and #Gold ETFs in 2024🔥 Since the beginning of [----] combined Bitcoin and Gold ETF AUM have risen from $218B to $320B. Over $100B of fund inflows. Wednesday close daily changes: #BOLD Index: -0.08% (1790.82) #Bitcoin: -0.31% ($66733.05) #Gold: -0.00% ($2736.45) Index weights: 24.66% (-0.23%) $BTC https://t.co/rRHomuZIst Since the beginning of [----] combined Bitcoin and Gold ETF AUM have risen from $218B to $320B. Over $100B of fund inflows. Wednesday close daily changes: #BOLD Index: -0.08% (1790.82) #Bitcoin: -0.31% ($66733.05) #Gold: -0.00% ($2736.45)"
X Link 2024-10-23T15:59Z [----] followers, [---] engagements
"Silver remains cheap #gold with a beta of around 1.5x. That means a typical move in gold will see #silver do 50% more in both directions. Another way to put it is that golds long-term volatility is around 15% whereas silvers is roughly twice that. An ounce of silver is worth [-----] ounces of gold (or a gold-to-silver ratio of 80). The 30-year average has been [-----] implying a 24% upside just to get back to average. But silver doesnt do averages; it shoots past them and [----] is a realistic target which would see 60% outperformance over gold. @AtlasPulse is an unashamed gold and silver bull and"
X Link 2024-10-24T14:37Z [----] followers, [---] engagements
"Crypto breadth has collapsed. The red skies have returned which shows that 65% of all major #crypto tokens have resumed downtrends in $USD. The blue seas have eased back too meaning just 5% of tokens are in uptrends. Explore this data on: http://bytetrend.io http://bytetrend.io"
X Link 2024-11-04T16:01Z [----] followers, [---] engagements
"Blending #Bitcoin and #Gold on a risk-weighted basis leads to a more favourable outcome than Bitcoin or Gold alone. $BOLD has beaten both Bitcoin and Gold over the periods since their last major all-time highs. It has achieved this through risk-adverse allocation and monthly rebalancing transactions which repeatedly add to the weaker asset and take away from the stronger asset. Following rebalancing on 31st October [----] the new target weights for the BOLD Index are 24.6% Bitcoin and 75.4% Gold broadly unchanged since last month. Read @AtlasPulse's latest monthly BOLD Rebalancing Report:"
X Link 2024-11-05T12:32Z [----] followers, [---] engagements
"The US election was well received by #crypto and has brought forward the bullish case. The pattern is on track and a new $BTC all-time high has been seen which tends to follow around six months after halvings. The reason this time is so much bigger is that #Bitcoin and crypto have been legitimised by the new administration -it has found a home in the USA. As @AtlasPulse reminds our clients the global wealth management industry controls $128 trillion and their exposure to Bitcoin is approximately zero. This will change especially when Bitcoin asserts itself as the new tech trade. Read our"
X Link 2024-11-11T16:43Z [----] followers, [---] engagements
"For a long time we've been arguing that #Bitcoin and #Gold take it in turn because they have a persistent low correlation which makes them a natural pairing. This time Gold has handed the baton back to Bitcoin. Having been up 40% over the year the #goldprice has now fallen 7% in dollars. A 7% change rarely makes the headlines but this one was event-driven by the recent presidential election in the US. Flows into the #GoldETFs have also waned with one million ounces sold this month. No prize for guessing where they have gone. Still this reminds us that investors still haven't committed to this"
X Link 2024-11-14T19:30Z [----] followers, [---] engagements
"Japanese #equities had a major peak in [----] and have been sluggish ever since. Most of the post-1990 weakness has been caused by falling valuations as in the 1980s the #JapaneseStockmarket was one of the greatest bubbles of all time. These days valuations are much more attractive and in small caps they are dirt cheap. More recently a weak $yen has been holding them back but with rate hikes over there and rate cuts over here that is about to change. If you are a #yen bull and believe it is significantly undervalued or at the very least believe it will stop falling then this opportunity is for"
X Link 2024-12-10T14:06Z [----] followers, [---] engagements
"Today's Venture issue looks at a undervalued Japanese auto company with a strong US footprint. It is a well-loved brand and the cash on the balance sheet is so high that the equity is a gift. Read our latest update by @AtlasPulse https://www.bytetree.com/research/2025/01/venture-japan-auto/ https://www.bytetree.com/research/2025/01/venture-japan-auto/"
X Link 2025-01-08T13:09Z [----] followers, [---] engagements
"In less than two weeks Trumps administration will hit the ground running and it will surely be good for the US economy and hopefully good for the world economy albeit with caveats. There will be winners we are already seeing a move in oil and gas and losers relating to tariffs and other unknowns. Whatever policies Trump enacts there is no escaping the fact that the US stockmarket and the dollar are richly priced and the value has shifted to bonds. Consequently this week's update of The Multi-Asset Investor sees some changes to our model portfolios:"
X Link 2025-01-09T15:51Z [----] followers, [---] engagements
"Governments used to borrow money to finance wars and pay back their debts after declaring victory. These days there are governments that borrow money to cover the day-to-day expenses of running the country and governments that live within their means"
X Link 2025-01-13T10:22Z [----] followers, [---] engagements
"Last year the UK government raised [---] trillion from taxes but spent [----] trillion. The taxes mainly come from income tax national insurance VAT and corporation tax. Most of the spending goes to health pensions social security education and defence. The difference between what the government receives and what it spends is the surplus or the deficit. In [----] the UK spent more than it received and so there was a [---] billion deficit. In Switzerland the government spent less than it received and had a modest budget surplus. If a government has deficits year after year they soon add up. The UK now"
X Link 2025-01-14T11:41Z [----] followers, [---] engagements
"Learn more about debts and deficits in our recent update by @AtlasPulse https://www.bytetree.com/research/2025/01/my-journey-in-finance-the-difference-between-debt-and-deficits/utm_campaign=14012025&utm_source=threads&utm_medium=social https://www.bytetree.com/research/2025/01/my-journey-in-finance-the-difference-between-debt-and-deficits/utm_campaign=14012025&utm_source=threads&utm_medium=social"
X Link 2025-01-14T11:42Z [----] followers, [---] engagements
"Just a few weeks ago the Bank of England pointed to four rate cuts this year as inflation would come down faster than we thought it would. Much has changed since then and UK inflation expectations have shot up. What looked like a slam dunk for a lower interest rate environment has sharply reversed"
X Link 2025-01-15T12:18Z [----] followers, [---] engagements
"The gold price used to follow the bond market yet with bonds plummeting gold has shown resilience. If bonds are the benchmark gold is not just in a bull market but in a super bull market"
X Link 2025-01-15T15:51Z [----] followers, [---] engagements
"Looking back [--] years gold and bonds moved together much of the time. There was a gold slump between [----] and [----] when bonds were ahead which was largely due to the unwinding of prior exuberance and a low inflation environment. The blue squares show how the peaks in the gold price coincided with the strength in bonds. Then in [----] as interest rates started to rise it was all change. The gold bull market resumed while bonds crashed. The standard answer is the war in Ukraine and the confiscation of Russian assets which has boosted the demand for gold. That is no doubt true but there is also a"
X Link 2025-01-16T12:24Z [----] followers, [---] engagements
"The difference between what the government receives and what it spends is the budget surplus or deficit. In [----] the UK spent more than it received and so there was a [---] billion deficit. In Switzerland the government spent less than it received and had a modest budget surplus. The UK last managed a budget surplus under John Major in [----]. If a government has deficits year after year they soon add up. The UK now has a national debt of [---] trillion which is often shown as a percentage of the economy. The UK GDP was roughly [----] trillion last year so the debt has grown to a size that is"
X Link 2025-01-17T12:15Z [----] followers, [---] engagements
"During the inauguration speech European markets were already closed and the US stock and bond markets were closed for Martin Luther King Day. That left FX Bitcoin gold and Latin American stocks as the only available price signals. Gold rose and Bitcoin fell having spiked in the morning. The dollar fell while the Mexican currency and stockmarket both rose. The early implications are that markets were expecting thunder and only got a murmur. Overnight Asian stockmarkets were broadly flat but notably Hong Kong was up. In Europe this morning markets are flat. I sense we are still waiting for more"
X Link 2025-01-21T14:01Z [----] followers, [---] engagements
"There has been much talk about the gold moving to the USA but what about the dollars coming the other way The $USD is down this year with most of the gains shifting to the most undervalued currencies notably the Japanese yen and the Swedish krona. This year has seen US stockmarkets stall alongside Turkey India and the Asian Tigers while Europe Mexico Brazil and Hong Kong have flourished. Over the past few months @AtlasPulse has been talking about the great rotation away from US stocks towards the rest of the world and that shift is now well underway. The largest US companies which have done"
X Link 2025-02-26T12:58Z [----] followers, [---] engagements
"We're seeing mixed signals in the markets. On the one hand there's a lot of talk about recession. On the other the copper price just made an all-time high. The gold price making all-time highs is one thing it thrives on uncertainty after all. But copper That's something we would normally associate with strong global growth. Still commodity prices are strengthening and that's something to be aware of. It could be due to high demand but more likely it's due to tariffs. 📈 Copper makes an all-time high"
X Link 2025-03-19T12:20Z [----] followers, [---] engagements
"The world is changing and strategic investors are dumping the dollar in exchange for gold. In this issue of the Atlas Pulse Gold Report Charlie revisits the crucial gold sentiment indicators and looks at investor behaviour in gold gold miners and silver. Access the full report - it's free to read: 📈 Gold rallies of the 70s 00s and today. https://www.bytetree.com/research/2025/03/the-steady-gold-bull/source=xcom https://www.bytetree.com/research/2025/03/the-steady-gold-bull/source=xcom"
X Link 2025-03-20T21:17Z [----] followers, [---] engagements
"Last week we saw inflows into the Bitcoin ETFs for the first time since February. That is good news with most days attracting new money. We believe that the next driver will be technology investors seeking diversification. That is why this chart showing BTC in Nasdaq is so important as normally when tech turns down Bitcoin slumps. Not this time which is a very positive sign"
X Link 2025-03-24T16:54Z [----] followers, [---] engagements
"The property market has faced tough conditions in recent years and UK-listed property trades at roughly the same levels as it did in [----]. The table below highlights the major UK Real Estate Investment Trusts (REITs) all of which are trading below the book value meaning the buildings are worth more than the companies that own them"
X Link 2025-03-26T17:59Z [----] followers, [---] engagements
"Lots of things happening in financial markets but one thing that stands out is the US yield curve. 📈 The 30-year yield is rising while the 2-year yield is falling. The yield curve is no longer inverted (red line below zero) like it was in [----] but steepening"
X Link 2025-04-15T16:54Z [----] followers, [---] engagements
"📈In this chart the US yield curve has been overlaid with the S&P500 with periods of steeping highlighted in darker pink fills. There are always many other factors to consider in financial markets but the message is one of caution"
X Link 2025-04-15T16:54Z [----] followers, [---] engagements
"Key markets total return in [----] (YTD) summarised: 🔥 GOLD 👍 Europe 👍 UK 🤏 Japan 🤏 Emerging Markets US"
X Link 2025-04-25T14:31Z [----] followers, [---] engagements
"On 27th April [----] a time when Bitcoin was in a bear market and investors were losing interest in Gold we took the opposite view and saw it as a good time to launch BOLD on the SIX Exchange in Zurich Switzerland. Our Founder Charlie Morris (right) marked the occasion by ringing the cowbell when the market opened. Since launching BOLD two things have changed: Gold is beating the S&P500 by quite the margin while Bitcoin has run ahead of the NASDAQ. Due to Bitcoin and Gold performing well BOLD has naturally been a hugely successful investment strategy. But more importantly is the resilience and"
X Link 2025-05-01T11:34Z [----] followers, [---] engagements
"We've weathered the tariff storm but there is a new one brewing. Bond yields are rising again and the UK 30-year gilt (blue) is now well above the levels when Liz Truss was the UK Prime Minister albeit for a short time. US yields (black) are close behind and are also rising. Europe (green) is climbing above 3% despite seven rate cuts. Japanese yields (red) are also rising rapidly. Only China (purple) has falling yields making them the cheapest source of funding in the world"
X Link 2025-05-20T15:02Z [----] followers, [---] engagements
"The rising bond yields explain the strength in Value stocks (industrials and financials) and the weakness in Quality (consumer brands). It also explains the resurgence of Bitcoin over gold. Read our latest update by @AtlasPulse for the full story: https://www.bytetree.com/research/2025/05/bond-yields-in-the-danger-zone/source=xcom https://www.bytetree.com/research/2025/05/bond-yields-in-the-danger-zone/source=xcom"
X Link 2025-05-20T15:02Z [----] followers, [----] engagements
"BOLD has been listed on the Nasdaq in Stockholm 🎉 Join us for today's webinar to learn more about $BOLD and other Bitcoin and Gold products. 📅 [--] June 🕒 15:00 BST Register to attend: https://us06web.zoom.us/webinar/register/1817498177532/WN_fOF_vkU8TvqBJXi2aR19nQ Swedish investors were expanding our lineup on the @Nasdaq Stockholm With the cross-listing of BOLD AVAX ETHC AUNI and CSOL we now offer [--] ETPs in SEK giving you broader access to crypto via your local exchange. Explore the full list: https://t.co/lfW8sJcKKW https://t.co/BxCM7bsjv7"
X Link 2025-06-17T09:40Z [----] followers, [----] engagements
"Leading emerging weakening and bearish trends in global stocks - sign up for our free weekly report: https://globaltrends.bytetree.com/nvidia-all-time-high-while-apple-slumps/#/portal/signup This week's relative strength report still shows European stocks in the lead. Financials industrials and utilities stand out. US real estate lags the world. https://t.co/CHRXzzWWCK https://globaltrends.bytetree.com/nvidia-all-time-high-while-apple-slumps/#/portal/signup This week's relative strength report still shows European stocks in the lead. Financials industrials and utilities stand out. US real"
X Link 2025-06-30T13:22Z [----] followers, [---] engagements
"Investors are buying #Bitcoin and the past [--] days of inflows are the fourth-highest on record. Soon the UK wealth management will buy Bitcoin for the first time. It is going to be big"
X Link 2025-07-02T17:04Z [----] followers, [---] engagements
"Chart source: https://bold.report/bitcoin/fund-flowsperiod=90day https://bold.report/bitcoin/fund-flowsperiod=90day"
X Link 2025-07-02T17:05Z [----] followers, [---] engagements
"Were all getting older and we need more hospitals. This company offer good value with a catalyst for change. Read the latest Venture recommendation by @AtlasPulse 👇 https://www.bytetree.com/research/2025/07/venture-healthcare/ https://www.bytetree.com/research/2025/07/venture-healthcare/"
X Link 2025-07-04T13:29Z [----] followers, [---] engagements
"Today's weekly Global Trends Investor (GTI) issue highlights that markets are strong but getting stretched. The #WorldIndex is now 28% above its 200-day moving average. That's hot but not red hot as a historically normal high reading is above 30%. Still something to keep an eye on. In other news the US market leaders are at an all-time high but only a few are able to beat the World Index. A similar picture is evident in our CAPR* chart as highlighted below. Once again the #USmarket is showing leadership while Europe and Emerging Markets have eased back with Japan the standout decliner. In"
X Link 2025-07-07T15:48Z [----] followers, [---] engagements
"We are pleased to share our Q2 performance report (linked in the top comment) where @AtlasPulse reviews the performance of our model portfolios in The Multi-Asset Investor. We also highlight the performance of our special situations service Venture while touching on our other services in Global Trends ByteFolio and our proprietary Bitcoin and Gold ETF (BOLD). Our portfolios are built around the Money Map (image below) which is a framework we use to identify key areas in which to focus and more importantly the areas to avoid. Above all this is how we diversify a portfolio by having exposure to"
X Link 2025-07-09T11:54Z [----] followers, [---] engagements
"Despite the controversies #TRON is one of the most efficient layer-1 blockchains currently in operation. Not only the go-to place for $USDT TRON settles unmatched daily volumes in transactions 5x Stripe and 4x PayPal. Read our new update https://www.bytetree.com/research/2025/07/tron-powering-on-chain-payments-at-unmatched-scale/ https://www.bytetree.com/research/2025/07/tron-powering-on-chain-payments-at-unmatched-scale/"
X Link 2025-07-10T15:35Z [----] followers, [---] engagements
"ByteTree Venture generally focuses on small- and mid-cap stocks mainly in Europe but also a few in the US and Canada. In the battles of the small-caps the US has been catching up as the racier names in junior tech have done well especially in recent weeks. Theres a sense that the US liquidity machine is back on full throttle. Read our latest update by @AtlasPulse: https://www.bytetree.com/research/2025/07/venture-portfolio-update-july-2025/ https://www.bytetree.com/research/2025/07/venture-portfolio-update-july-2025/"
X Link 2025-07-11T15:17Z [----] followers, [---] engagements
"Gentlemen vs Hooligans: A study of volatility and the drivers of the current market rally. It is such an important chart because it shows you how the nature of this bull market is more speculative and less based on fundamentals. Plus: selling risk and buying cheap quality in the portfolio. See our latest research in The Multi Asset Investor here: https://www.bytetree.com/research/2025/07/gentlemen-vs-hooligans/ https://www.bytetree.com/research/2025/07/gentlemen-vs-hooligans/"
X Link 2025-07-23T11:10Z [----] followers, [---] engagements
"See our Q2 [----] update where we review the performance of our multi-asset model portfolios in The Multi-Asset Investor and our special situations service Venture. We also touch on our other services in @ByteTreeTrends ByteFolio and our proprietary Bitcoin and Gold ETF (BOLD). https://www.bytetree.com/research/2025/07/bytetree-quarterly-investor-letter-q2-2025/ https://www.bytetree.com/research/2025/07/bytetree-quarterly-investor-letter-q2-2025/"
X Link 2025-07-25T09:36Z [----] followers, [---] engagements
"Yesterday @ByteTreeTrends published its latest piece on the strongest trends in global equity markets. Based on a universe of over [----] stocks it also amalgamates their individual contributions to highlight which sectors and geographies are beating the world index and which are lagging it. For now US Real Estate and Healthcare are the weakest while European Financial Services and Industrials are the strongest"
X Link 2025-07-29T16:08Z [----] followers, [---] engagements
"This month's Adaptive Asset Allocation report is out. "The AAA Model continues to do what it says on the tin up 8.4% year-to-date and more importantly it kept its cool while markets threw a springtime tantrum. While global equities stumbled during the MarchApril correction the Model slipped only modestly. Since then its pulled ahead now 3.5% clear of the MSCI World in sterling terms. No drama no fireworks just steady deliberate progress. The tortoise it turns out is still in good form.""
X Link 2025-07-30T14:26Z [----] followers, [---] engagements
"An interesting day today as weak jobs data in America led bond yields lower. The narrative in recent months/years has been that bonds are uninvestible. Meanwhile we have highlighted numerous quality stocks that are struggling. However if the risk to inflation is not up but down bonds and quality could re-enter the conversation. The ByteTree Money Map shows the way"
X Link 2025-08-01T15:58Z [----] followers, [---] engagements
"Our weekly report on global equity trends is out. After a small blip last week for the dollar and the world index normal service has resumed. $NVDA and $PLTR are back in the Leading trends while consumer stocks like $LVMH and $PG are in the Bear category"
X Link 2025-08-11T12:52Z [----] followers, [---] engagements
"Today @AtlasPulse covers the relationship between the money supply GDP and stockmarket valuations. Against GDP stocks look highly valued against M2 less so"
X Link 2025-08-12T14:46Z [----] followers, [---] engagements
"Bitcoin has hogged the crypto spotlight in recent years as like in the stock market the biggest have led the way. However after a sharp recent rally Ethereum now has the same 30x return as Bitcoin since the end of the [----] crypto bear market. Remarkable"
X Link 2025-08-13T15:03Z [----] followers, [---] engagements
"Read the full issue here: https://www.bytetree.com/research/2025/08/ethereum-steals-microstrategys-thunder/ https://www.bytetree.com/research/2025/08/ethereum-steals-microstrategys-thunder/"
X Link 2025-08-13T15:03Z [----] followers, [---] engagements
"This week's top theme in global equity market trends is Japan (green line)"
X Link 2025-08-18T13:31Z [----] followers, [---] engagements
"Following Japan's 35-year all-time-high and its domination of this morning's report on global equity market trends by @ByteTreeTrends we recommend a high beta beneficiary in ByteTree Venture. https://www.bytetree.com/research/2025/08/venture-japan-finance/ https://www.bytetree.com/research/2025/08/venture-japan-finance/"
X Link 2025-08-18T15:07Z [----] followers, [---] engagements
"Three charts that tell the story of Japan. 1/3 Japan total return relative to the world since [----]. The bubble was so huge the world index only just caught up:"
X Link 2025-08-20T07:11Z [----] followers, [---] engagements
"In a recent article for @MoneyWeek @AtlasPulse discusses where investors can find value today. "As an active manager I have found [----] rewarding mainly because my portfolios pursued value outside the US. A weak dollar has meant US equities $SPX have lagged the world. US equities have delivered zero returns in sterling this year and the MSCI World index $ACWI with 70.3% exposure to the US is up just 2.4% including dividends. Contrast that with the $FTSE [---] up 12% or the pan-European Euro $STOXX up 20% this year. US exceptionalism has once again been exaggerated.""
X Link 2025-08-20T14:13Z [----] followers, [---] engagements
""The 30-year gilt yield is up again and looks poised to move higher. This should be the safe asset for investors seeking certainty. But as yields rise prices fall and it is hard to know where this ends. The shorter dated 2- and 5-year yields are heavily influenced by the interest rates set by the Bank of England. The normal reason for rising yields is higher growth or compensation for future inflation. Its unlikely to be growth.""
X Link 2025-08-27T07:15Z [----] followers, [---] engagements
"This morning's free issue of Global Trends Investor highlighted three things. - Coca Cola $KO breaking down - Surprising weakness in Saudi - Financials slowing down"
X Link 2025-09-01T13:02Z [----] followers, [---] engagements
"Yesterday was an exciting milestone for ByteTree. We issued the first research note of our new service dedicated to identifying quality companies at attractive valuations. And we gave it away for free: https://www.bytetree.com/research/2025/09/spirits-on-sale/ https://www.bytetree.com/research/2025/09/spirits-on-sale/"
X Link 2025-09-04T10:54Z [----] followers, [---] engagements
"Bitcoins ByteTrend Score has dropped to a [--]. This is so far a minor pullback within a strong trend. The 200-day moving average is strong and the price is comfortably above. $BTC #Bitcoin #BOLD"
X Link 2025-09-05T16:10Z [----] followers, [---] engagements
"Our free resources are designed to help curious investors improve. From a breakdown of Return on Invested Capital to book reviews and six lessons from our CIO and founder @AtlasPulse's career we're building a library of insights. https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/ https://www.bytetree.com/free-resources/"
X Link 2025-09-06T14:25Z [----] followers, [---] engagements
"@KobeissiLetter The two tier economy continues. Ferrari $RACE near all time highs Dollar General $DG just bouncing off ten-year lows"
X Link 2025-09-08T14:20Z [----] followers, [---] engagements
"@KatusaResearch It reminds me of gold prices in almost all other currencies"
X Link 2025-09-09T09:33Z [----] followers, [---] engagements
""Many people see investing as a treasure hunt seeking hidden gems. But quality investing is an exercise in treasure appreciation. Everyone knows that they're good but its recognising how good and for how long that counts.""
X Link 2025-09-11T08:40Z [----] followers, [---] engagements
"Capturing both the science and the art that have driven AKOs success Quality Investing is equal parts investing handbook and ode to the beauty of truly great businesses. We review the book Quality Investing in our free insights page carefully mapping out the key drivers and signs of quality in a business. It's essential reading for long-term investors"
X Link 2025-09-12T12:41Z [----] followers, [---] engagements
"@KobeissiLetter Even Elton John is getting in on the act. https://touchedby.gold.org/trailerref=bytetree.com https://touchedby.gold.org/trailerref=bytetree.com"
X Link 2025-09-12T12:45Z [----] followers, [--] engagements
"Its interest rate week with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday and the Bank of Japan on Friday. The European Central Bank held firm last week. The market is looking for a 0.25% cut in the US and holds elsewhere. Investors are getting excited. However rate cuts arent always a good thing"
X Link 2025-09-16T15:13Z [----] followers, [---] engagements
"$BTC back to a five star trend. Whats more #bitcoin is just 14% above its 200-day moving average which is modest"
X Link 2025-09-17T16:07Z [----] followers, [---] engagements
"China has made a group move in recent weeks alerting investors to the power of its tech companies and brands and the value of many of its stocks"
X Link 2025-09-22T16:38Z [----] followers, [---] engagements
"A lot of the focus has been on $BABA but this has already doubled in the last [--] months"
X Link 2025-09-22T16:38Z [----] followers, [--] engagements
""I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market. Not only are the largest stocks very risky but in the post-April rally we have seen the return of the highly speculative stocks that dont make any money. Fool's gold." - @AtlasPulse Goldman Sachs Non-Profit Technology Stocks"
X Link 2025-09-23T16:06Z [----] followers, [---] engagements
"1/5 Gold and the Stockmarket a 🧵 Credit dates back to the origins of finance. When used in the right way it has built nations homes and railways making society a better place. The trouble is that the credit creators are not only much smarter but generally have lower moral standards"
X Link 2025-09-30T13:12Z [----] followers, [--] engagements
"2/5 One of the mysteries of this equity bull market is its drivers. The consumer is weak wages are softening house prices have peaked industrial demand remains slack and global logistics have slowed. Yet the stockmarket trades at an all-time high despite lower forecasts for corporate profits"
X Link 2025-09-30T13:12Z [----] followers, [--] engagements
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