-
Crypto Markets, Privacy, And Payments
After a six-month rally from the April bottom, the digital asset market pulled back in October. Part of the pullback in risk appetite is attributable to building macro concerns – including the Fed striking a hawkish tone with regard to future rate cuts, the US government shutdown (as of this week resolved, for now), the brief US China tariff dispute, credit quality concerns rising as a number of large frauds were uncovered (see Howard Mark’s recent memo “Cockroaches in the Coal Mine”), and a more mixed earnings season than in prior quarters as investors balked at ever growing AI CapEx plans. Digital assets ... (full story)
- Comments / Top
- Subscribe
-
Related Stories
From thestreet.com | Nov 13, 2025
The long-standing debate between gold and Bitcoin (BTC) has resurfaced as both assets come under fresh market pressure. During the final week of October, gold prices fell sharply, dropping nearly 3.5% early in the week as investors shifted toward riskier assets amid easing trade tensions between the United States and China. The precious metal ultimately ...
From msn.com | Nov 13, 2025
Japan Exchange Group Inc. is mulling measures to limit the growth of listed digital-asset treasury companies, as concerns deepen over losses connected to the crypto hoarding frenzy. The Tokyo Stock Exchange operator is exploring options including a stricter application of its backdoor listing rules and requiring firms to undergo a fresh audit, according to ...
The last two years rewired both markets. FX liquidity keeps setting a high bar for execution quality, while crypto’s maturing market structure has opened the door to more systematic participation. In 2026, the “winner” depends less on headline returns and more on how you harvest liquidity, macro dispersion, and volatility risk premia. For readers building ...
