macro

Showing 2 perspective pieces found under this lens.

Decentralized Trust: The Future of Sovereign Assets
Analysis

Decentralized Trust: The Future of Sovereign Assets

Examining the long-term structural shifts in how we define "safe-haven" assets in a post-globalization world.

October Investor Letter: Navigating the Fog
Letters

October Investor Letter: Navigating the Fog

An honest reflection on the current quarter’s performance and the signals we’re watching for year-end positioning.