News & Insights

Monthly Macro Update (Jul 2022): The Bear, the Rally, and the Merge

When everyone thought everything was going to zero, the markets decided to take a U-turn...

AGAM Monthly Macro Update (Jun 2022): Boulevard of Broken Dreams (and Arrows)

Most readers here who are Chinese will probably heard of the phrase "五窮六絕", which means "a very poor May, and a brutal June". The market...

Monthly Macro Update - April 2022

All the hope and and euphoria that was captured in the last two weeks of March have completely evaporated in the Month of April, as the...

Monthly Macro Update - March 2022

Crypto markets acting like a roller coaster is an understatement. When 2022 started the market was in the midst of a dump, where the...

Monthly Commentary (January 2022)

Summary In January, the overall crypto market fell -22.1% (total market cap) as some profits were taken after a strong 2021. The pace of...

2021 Year End Commentary & 2022 Predictions

Summary It has been an excellent year for the cryptocurrency market, as reflected in the SBLI performance this year. Our Smart Beta...

Monthly Commentary (November 2021)

Performance Update November 2021 Performance (Normalized) Summary Our SBLI ended the month at -6.54% vs BTC -7.03%, Top 10 market...

Monthly Commentary (Oct 2021)

Performance Update October 2021 Performance (Normalized) Summary Smart Beta Liquidity Index (SBLI) had a strong performing month +31.4%,...

Monthly Commentary (Sep 2021)

Looking at the graph from bybt.com about historical Bitcoin monthly returns over the past 9 years, September has been a rocky month for...