๐๏ธ April 2025 Update
April closed on a high note with +5% for the month, trimming our year-to-date loss to around -22%. It wasnโt the easiest start, so this bounce feels especially good. ๐ช
๐ ๐ง๐ผ๐ฝ ๐ข๐ฝ๐ฒ๐ป ๐ฃ๐ผ๐๐ถ๐๐ถ๐ผ๐ป๐
Crypto:
$XRP : +313.35% ๐
$BTC : +157.03%
$ADA : +140%
Stocks:
MCK : +32.71%
COIN : +27.32%
ORLY : +15.79%
๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ผ๐ป๐๐ฒ๐ ๐
Crypto rules: We think Europeโs MiCA framework finally gives us a clear playbook, while the U.S. SECโs flip-flopping keeps us guessing.
Geopolitics: From regional skirmishes to U.S.โChina trade sparring, we see these flashpoints as the main drivers of todayโs volatility.
Inflation & central banks: With inflation, our view is that the Fed and the ECB will hold tight every rate decision still has the power to shake markets.
This leads to short-lived volatility spikes, but it also gives us juicy entry points when the market overreacts.
๐ฏ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ & ๐ข๐๐๐น๐ผ๐ผ๐ธ
Weโre keeping our ears to the ground same strategy for now, with a gradual rotation into equities management through the rest of the year.
Iโd like to wrap up by noting that the start of this year has been shaken by a string of economic and geopolitical headlines and heightened crypto volatilityโbut we remain optimistic about the opportunities ahead as markets settle into new patterns.
I can't wait for the next few weeks.... Show More
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Thu Nov 13 2025 19:24:18 GMT+0000 (Coordinated Universal Time)
