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Asymmetric

Our thoughts on what is relevant in Crypto and Markets…

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PricingOnly free issuesPublishesMonthly
Issues12Founded4 years agoLast Issuea year ago
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Latest Issues

Asymmetric Market Update™️ #31

Macro

The Cuban Missile Crisis lasted just thirteen days.

Thirteen days when the world genuinely teetered on the edge of nuclear war. Markets froze, leaders scrambled, and people braced for catastrophe. And then, almost as quickly as i...

a year ago
32
5

Asymmetric Market Update™️ #30

Macro

Coming off the heels of a treacherous April, May turned out to be a face-ripping rally largely driven by retail investors, not the “smart money” crowd. Markets don’t need good news to rally, just fewer reasons to panic. In May, the...

a year ago
29

Asymmetric Market Update™️ #29

Macro

While April was a historic month, we’re not going to rehash Liberation Day—that bloodbath got its own set of headlines last month. But let’s be honest: not much has changed. Markets are still held hostage to tariff tweets. Liquidit...

a year ago
33
4

Asymmetric Market Update™️ #28

Macro

This meme perfectly captures the first quarter of 2025, as it has been nothing short of exhausting. The S&P 500 and Bitcoin ripped to new all-time highs, only to be smashed down into correction territory as all risk assets moved to...

a year ago
28
1

Asymmetric Market Update™️ #27

Crypto & Macro

November 2022 was a month I, and anyone involved in crypto, will never forget. On the heels of the Terra Luna implosion, Three Arrows Capital failure, BlockFi, Celsius and Voyager blow-ups, November’s left-tail event made...

a year ago
25

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