Long-Term Tailwinds Meet Short-Term Uncertainty - Where We Think the Market is Headed
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Sticking to Conviction – Long Positions, Overweights Deliver This Week
We benefit from an Ethereum overweight as it rebounded the most since its recent low. The overweight in Solana as its momentum faded cost us some of the potential profits. Catching local tops is proving harder than expected as digital assets have seen a steady growth over the recent weeks.

US Economy Opens 2025 With a Contraction; Tariffs Taking Hold?
The US economy contracted in the first quarter of 2025, marking its first decline since 2022, as anxieties surrounding President Trump's trade policies and rising inflation took hold, overshadowing a contrasting surge in cryptocurrency-related stocks during a volatile April.

OSL, Ant Digital Partner on RWA Tokenization, Eye Institutional Adoption
OSL, Ant Digital Partner on RWA Tokenization, Eye Institutional Adoption

Robinhood's Q1 Earnings Beat Expectations Despite Crypto Trading Dip
he company's strategic focus on diversification suggests a move towards a more balanced revenue model in the future, especially as traditional financial giants like Morgan Stanley and Charles Schwab prepare to enter the direct crypto trading space.