CoinShares France SAS | eToro Smart Portfolio

CoinShares France SAS @Napoleon-X

Performance
0% Return
All

2025

2024

2023

2022

2021

2020

2019

202.8%0%-202.8%

Return YTD 10.71%

Return 2Y 337.42%

Avg. Risk Score (last 7D)

Profitable Weeks 49.09%

Discussions

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Last week was marked by heightened fear across markets. Our Chart of the Week highlights that since the start of the bull market, such stress has only occurred twice before — around Liberation Day in April and following the Bank of Japan’s rate... Show More

@Napoleon-X

Smart Portfolio

10d

Dear investors, ⚖️ We have completed the rebalancing of our portfolio. Our global signal remains fully long for now, and we have made a slight rebalancing from XRP to ETH. Our Portfolio is down 1.54% over the last 7 days and 11.12% over the last 30 days. 🌎 The Fed lowered interest rates last week... Show More

@Napoleon-X

Smart Portfolio

17d

Dear investors, ⏰ It’s time for our weekly commentary! 📊 For years, government debt has been rising with little concern from the public or markets. Today, many developed nations have reached debt levels that are increasingly difficult to sustain. In this context—and also as a result of it—Trump is... Show More

@Napoleon-X

Smart Portfolio

24d

Edited

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The crypto market remained under pressure last week, despite a reduction in U.S.–China trade tensions. Renewed concerns over U.S. regional banks—an environment that had previously supported Bitcoin in March 2023—resurfaced. Interestingly, while... Show More

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Markets fell sharply on Friday evening following an unexpected escalation in U.S.–China tensions. President Trump announced a 100% tariff on Chinese imports after Beijing introduced new restrictions on rare earth exports, triggering a broad-based... Show More

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The shutdown risks leaving policymakers effectively flying blind on employment data just as the labor market picture grows increasingly muddled. Without a payrolls report, the Fed could more easily dismiss or downplay signs of weakness, attributing... Show More

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Following the Fed’s rate cut, the crypto market corrected, largely because recent data showed the economy performing better than expected and inflation proving more persistent—conditions that do not usually warrant easing. Interestingly, other... Show More

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Fidelity Digital Assets recently published a study titled “Bitcoin's Illiquid Supply: A New Era for Investors”, from which we drew our chart of the week. The chart highlights both the share of $BTC yet to be mined and the portion considered... Show More

@Napoleon-X

Smart Portfolio

Dear investors, Our model has chosen to fully re-expose in light of recent risk normalization. The timing is delicate, coming just ahead of the Fed meeting this evening, but we have followed its signals and fully re-exposed the portfolio. Since August, crypto markets have lagged equities despite improving... Show More

@Napoleon-X

Smart Portfolio

Edited

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Our chart of the week highlights the 10-year bond yields of France, Greece, Italy, and Spain versus Germany. Political uncertainty in France, combined with its elevated debt levels, prompted a credit rating downgrade last week. As a result,... Show More