CoinShares France SAS
CoinShares France SAS @Napoleon-X

Performance
All

-27.42%2026
2026
-6.18%2025
2025
102.89%2024
2024
94.74%2023
2023
-35.60%2022
2022
202.80%2021
2021
191.16%2020
2020
-16.69%2019
2019
202.8%0%-202.8%
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 One useful way to gauge whether a market rally is built on solid ground is to look at how options traders - essentially the market's insurance buyers - are behaving relative to price. Normally, when markets rise, demand for protection falls:... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Equity markets remain buoyant, driven by the ongoing AI-led rally. US equities have just recorded their longest winning streak since 1985, while equity skew remains exceptionally low, suggesting investors see little need for downside protection.... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 2025 may ultimately be remembered as the year real-world asset (RWA) tokenization entered the mainstream. While the market is still in its early stages, adoption continues to grow steadily and the pace of development is accelerating across both... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Last week, the US 10-year Treasury yield broke above the 4.45% threshold. Until now, each time markets approached this level, tensions with Iran had eased enough to provide temporary relief. This time, however, Trump was unable to de-escalate... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Financial conditions in the U.S. have improved markedly in recent weeks, a trend that has historically been supportive for Bitcoin, as highlighted in our chart of the week. . At the same time, optimism around the Clarity Act is building, with... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Funding rates have yet to catch up with Bitcoin’s recent rally. This somewhat reduces the risk of a near-term shakeout and suggests the current trend is more constructive. Our “Chart of the Week” highlights the number of consecutive days in... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Oil has broken into a new regime, with Brent above $103 and the risk of a prolonged Strait of Hormuz disruption shifting the narrative from geopolitical premium to structural supply shock. Inventory expectations are tightening even in optimistic... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Risk-sensitive assets continued to rebound last week, supported by an improving geopolitical backdrop, particularly around Iran. This culminated in the reopening of the Strait of Hormuz on Friday, albeit briefly, which nonetheless signals a... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Risk appetite rebounded last week following the ceasefire and renewed Iran–U.S. negotiations. The crypto market also posted gains, although it failed to break through key resistance levels. Meanwhile, inflows into crypto ETFs remained very strong.... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 The ISM Manufacturing Index has remained above 52 for the third consecutive reading. While this strength is largely driven by the “prices paid” component, it still suggests that a recovery in manufacturing activity may be underway. Historically,... Show More

About CoinShares France SAS
Strategy: Quant

CoinShares is a global leading alternative asset manager specialising in digital assets.
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