The Morning Note

Blog categorized as The Morning Note

The FEDs Fight Against Inflation a Doveish Prophecy or a Wolf in Sheep's Clothing?
Between a deluge of mostly bullish stock market Q1 earnings in the last month, positive Inflation CPI data last week and a continued overall fixation on how the Federal Reserve in the United States will respond to such macro-economic data, it’s needless to say we’re at a pivotal turning point in the...
21.05.24 10:09 AM - Comment(s)
Arbitrum: Airdrop Confirmed

The Arbitrum Airdrop has finally been confirmed and with it a whole flurry of expectations and speculation as to what will happen next. We here at Stormrake have been anticipating this for some time now and had informed our clients as early as mid October 2022 to prepare for this incredible opportun...

22.03.23 09:46 AM - Comment(s)

Traders could be forgiven for having whiplash over the past week as we've seen a monumental shift in markets on both the macro level and specific (banking & crypto) markets.

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

14.03.23 04:18 AM - Comment(s)

There is a new narrative emerging amongst global investors as many are wondering who will be the first to bring in the new liquidity fortunes. This has set in motion an East vs West divide and those who are trying to be early are positioning their bets accordingly.

The information contained here is f...

20.02.23 03:30 AM - Comment(s)

Two key metrics have started to show signs of growth amidst the recent resurgence in digital assets. Both Ethereum TVL and USDT market cap have reclaimed key levels and today we dive into the implications for the wider crypto markets. 

The information contained here is for general information on...

06.02.23 04:45 AM - Comment(s)

With the raging success of ChatGPT and stable diffusion, AI has been burst into the cultural zeitgeist in 2023. As always, when creativity and speculation collide, there will be a cross section of crypto tokens that manifest themselves as top performers within the crypto sphere.

The information conta...

11.01.23 01:47 AM - Comment(s)

Armed with learnings from a brutal 2022, we head into 2023 with cautious optimism. Whilst we will temper our enthusiasm, we anticipate a resurgence in crypto assets and renewed interest in blockchain applications.

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

04.01.23 03:08 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)

US YoY inflation data came 20 bps under expectations for a print of 7.1% whilst core inflation came in at an even 6%. This gave the markets the impetuous for a move to the upside.
Now all eyes are set on the FOMC, where a reduced rate hike will cause a strong market rally.

14.12.22 01:12 AM - Comment(s)

Earlier this evening, Bahamian authorities arrested Samuel Bankman-Fried at the request of the U.S. Government, based on a sealed indictment filed by the SDNY.  This development should mark the beginning of the end for the FTX saga.

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

13.12.22 01:14 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)

This year has seen a lot of first for Bitcoin, not all of which have been a blessing. As we head into the final month of 2022, Bitcoin is set to deliver its weakest four quarter performance in its trading history. Those who have survived 2022 so far are set to become the most battle hardened Bitcoin...

29.11.22 02:38 AM - Comment(s)

After a brutal year for crypto investors, there may be some hope left in 2022 as the Dollar Index parabolic run looks to have come to a close. We remain hopeful that a Christmas rally is set to be delivered to risk assets and it begins with continued weakness in the US dollar.

The information contain...

28.11.22 12:59 AM - Comment(s)

Crypto markets have taken a pause from relentless selling as participants assume most market contagion has been identified. The relief rally has brought along with it an increased risk appetite as traders and investors find ways to claw back losses from a brutal 2022.

24.11.22 12:37 AM - Comment(s)

As the market trades headline to headline on whether or not Genesis will file for bankruptcy or will find a way to raise $1 Billion USD, it's important to note in all of this mess that misplaced trust is what got us here. Let's understand the current circumstances and learn from them to avoid repeat...

21.11.22 11:41 PM - Comment(s)

There are ongoing issues following the post-mortem of FTX as Genesis Trading works to cover a $1 Billion USD hole. The parent company of Genesis, Digital Currency Group now has to make a decision, save Genesis or kill it to save its flagship product, the Grayscale Trust.

The information contained her...

21.11.22 02:35 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)