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MN Fund
@MNFund_
Navigating Volatility, Unlocking Opportunity.
参加 July 2024
3 フォロー中    2.2K ファン
Digital assets just posted one of their sharpest reversals in years. Bitcoin's August rally broke a historically weak seasonal pattern, and the reasons behind it say more about market structure than about any single asset. In our latest post, we break down what actually drove the move this month: shifting rate expectations, a liquidity driven dollar move, and a short squeeze that built on itself. We also look at why the assets in our own book rallied for different reasons at the same time, and why that divergence matters more than the headline number. Read the full breakdown on our blog:
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