CoinShares France SAS
CoinShares France SAS @Napoleon-X

Performance
All

-27.28%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! 📊 Central banks have resumed accumulating gold after a brief pause in March. That interruption reflected, in part, the sharp rally at the end of last year, which prompted buyers to become more cautious. It also stemmed from the need for several... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Tokenization has accelerated rapidly in recent months, with more than $40 billion in real-world assets (RWAs) now tokenized. This momentum has been driven largely by the success of RWA trading on Hyperliquid, which has demonstrated that a lean... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 Traffic through the Strait of Hormuz is gradually resuming, and oil prices fell sharply last week, retreating to levels last seen before the conflict began. Growing confidence that this episode may now be behind us, combined with expectations... Show More
CoinShares France SAS
@Napoleon-X
Smart Portfolio
Dear investors, ⏰ It’s time for our weekly commentary! 📊 The major development this week is the peace agreement between the United States and Iran. With the midterm elections approaching, President Trump had strong incentives to resolve the conflict. The closure of the Strait of Hormuz lasted nearly... Show More
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

About CoinShares France SAS
Strategy: Quant

CoinShares is a global leading alternative asset manager specialising in digital assets.
Show Full Bio
9.3K Copiers
318.7K Followers