PostModern Partners is an actively managed investment fund seeking significant gains in digital assets and assets affected by them. Views not recommendations.
In this monthโs investor letter, we take stock of the crypto market following the recent crash and provide our approach looking forward.
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We follow up on our positive fundamental outlook for risk assets discussed in January and February with added optimism for cryptocurrencies implied by market technicals.
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In volatile times, itโs best to focus on process. This month, we discuss macro and micro fundamentals related to the crypto market. The combination provides cause for excitement.
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