Macro

Blog tagged as Macro

Cryptocurrencies premature reaction to positive inflation data
An action packed night has drawn to a close with CPI numbers and the FOMC statement being released within hours of each other.  Both bulls and bears fought gallantly, however, the bears came out on top.

A clearer image of the above chart can be found here (tradingview: https://www.tradingview.co...

14.06.24 07:09 AM - Comment(s)
What's Wrong with Bitcoin?

As a cryptocurrency brokerage we are often seeing new clients come to us for alts. 


Hello, I'm new to Stormrake, can you buy Shiba, Akita, Dogwifhat, Kira the injective cat or HarryPotterObamaSonic10Inu Coin?


While its true that we can service a very large set of coins the question has to be aske...

04.06.24 12:33 AM - Comment(s)
Then They Fight You

A LOT of important things happened this month in markets, and we hope you’ll enjoy this month’s Rake Review as we cut through some of the economic jargon.  It is an important one and we've done our best to give high signal so we hope you enjoy.

High Level Events
  • The banking crisis continues but t...
31.03.23 05:23 AM - Comment(s)
Narratives Fade But Bitcoin is Forever
As summer draws to a close we’re excited to share some positive news from the world of crypto. February saw Bitcoin hit a new 2023 high as sentiment did likewise. We are trending sideways, however those that bought BTC sub $20,000 USD & ETH sub $1,300 USD are now laughing. They have effectively ...
28.02.23 02:53 AM - Comment(s)
Dissecting The Crypto Market Surge of 2023
It brings us great pleasure to write this Rake Review on a positive note after...
31.01.23 03:26 AM - Comment(s)

The FOMC meeting happened earlier this morning and brought with it a rate hike of 50bps. This has officially lifted the US interest rate over the US 10y bond yield, a signal that precedes a pivot in FED policy but also precedes global recessions. 

The information contained here is for general in...

15.12.22 01:15 AM - Comment(s)

Bitcoin has been stuck in a near 3% range for the entire month of December, this tight range is set to be broken as the macro olympics commence. This includes headline inflation print out of the US and interest rate decisions from the BoE, the FED and the ECB. 

The information contained here is ...

12.12.22 12:13 AM - Comment(s)

Despite a savage bear market with valuations being decimated and severe levels of fraud and deception being exposed, Layer 2 solutions such as Arbitrum and Optimism keep on growing.

The information contained here is for general information only. It should not be taken as constituting financial advice...

08.12.22 01:26 AM - Comment(s)

As we continue to trade our way through a brutal 2022, the US bond market shows no remorse and provides the strongest signal that a deep global recession is imminent. Today we dissect how real this signal can be and what risks are associated with its confirmation.

The information contained here is fo...

06.12.22 12:23 AM - Comment(s)

With the collapse of FTX now somewhat digested, the crypto markets have continued to chug along and is showing signs of life. On-Chain activity across DefI apps such as Uniswap and GMX have increased substantially as they soak up demand from crypto traders.  

The information contained here ...

15.11.22 12:46 AM - Comment(s)

Bitcoin and the wider crypto market have been absolutely ravaged from the FTX collapse fallout. In this huge washout, the entire industry needs to take a step back and assess what it truly values. Back to basics. Back to Bitcoin. Back to Ethereum. Back to self-custody.

The information contained here ...

14.11.22 03:39 AM - Comment(s)

There are only two meetings left in the 2022 FOMC calendar. Today will provide a signal whether there will be any relief in 2022 for risk assets. Should we get a light rate hike, a Christmas rally would definitely be on the cards.

The information contained here is for general information only. It sho...

02.11.22 12:19 AM - Comment(s)
Bitcoin Provides Strongest Buy Signal in Months
Let’s do something a little different this month.

Here’s a short story a Rabbi once told (Thanks Rabbi Motti):

A poor man in Odessa heard about a distant land where the streets were paved with gold; the precious metal were as commonplace as the dust of the earth. Despairing of his financial future at ...
31.10.22 05:17 AM - Comment(s)

The world irrevocably changed 14 years ago today with the publication of the Bitcoin Whitepaper. A revolution that spans finance, economics, politics has created the purest form of money the world has ever seen.

The information contained here is for general information only. It should not be taken as...

30.10.22 11:25 PM - Comment(s)

Just over $328M USD worth of short liquidations got triggered by Bitcoin moving over $20,000. Across other crypto assets over $700M worth of short liquidations has been doled out to the bears. Let's dive in and see where this short squeeze can take us. 

The information contained here is for gene...

26.10.22 12:55 AM - Comment(s)

Monday morning in Asia has created a 'max bidding' environment where everything from equity futures, commodities and of course crypto has made a substantial run higher. 

The information contained here is for general information only. It should not be taken as constituting financial advice. Storm...

23.10.22 11:41 PM - Comment(s)

Layer 2s (L2) are scaling solutions built on top of the Ethereum network. With an Arbitrum airdrop speculated to happen soon, they are really starting to heat up as they compete for Total Value Locked (TVL) in a bear market.

The information contained here is for general information only. It should no...

20.10.22 11:15 PM - Comment(s)

Crypto market volatility remains unusually subdued, however this doesn't mean we don't have trades available to us. We're currently watching a potential Arbitrum airdrop and the launch of a new chain called Aptos. 

The information contained here is for general information only. It should not be ...

18.10.22 12:14 AM - Comment(s)

Despite incredible intra-day volatility across crypto and equity markets, nothing has actually happened and we remain locked in at key levels. Let's see what catalysts can actually provide the markets with some direction.

The information contained here is for general information only. It should not b...

12.10.22 11:54 PM - Comment(s)

Whilst bonds get routed and equities continue to show massive weakness, Bitcoin remains compressed. This feels like a tightly wound coil ready to burst and in today's Morning Note we analyse the impact this can have on the crypto markets. 

The information contained here is for general informatio...

12.10.22 11:54 PM - Comment(s)

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