The Renegades·Nov 3The Quiet Money Is Still HereBitcoin held through the drawdown. The rest of the book only matters if it has a customer.
The Renegades·Oct 28Most Crypto Portfolios Still Have Too Many TickersBitcoin is the core. Everything else needs a job, a size, and a reason to sell.
The Renegades·Oct 27The Bots Are Spending. The Tokens Mostly Aren’t.A bot on Base spends a few cents for a model call. Last year’s agent coins mostly paid themselves.
Shashi agrawal·Oct 3Market Timing Strategies for Hedge Funds: How Institutions Manage Entry and Exit RiskHedge funds spend enormous resources deciding what to own, what to short, how much risk to take, and where the next opportunity may come…
Norberto Perinotti·Oct 1Norberto Perinotti: Asset Valuation Reshaping Under the Q4 New Pricing NormalAs global and regional markets enter the fourth quarter, we are moving beyond the initial shock of recent monetary adjustments into a phase…
