ML Tech is a non-custodial AI driven investment platform where investors can choose from a curated selection of fully systematic crypto trading strategies.
The 10-year U.S. Treasury yield rose to around 5.2% following today's inflation report, approaching the 24-year intraday high reached last week.
if financial conditions tighten further, does crypto liquidity tighten alongside equities, or does it start to behave differently?
Bitcoin traded near $82,900 on Friday morning as crypto markets closed a week marked by ETF outflows and renewed attention to interest rates.
Which signal are you watching most closely: flows, rates, or regulation?
How does your strategy behave when the market stops cooperating?
We take a closer look at the risks and return drivers allocators should be paying attention to.
๐ Read the full article: https://t.co/18iUqASpxd
A strong track record gets our attention. The details determine whether we keep looking.
๐ฉ Here are 5 red flags we look for when evaluating a crypto strategy.
You can explore ML Tech's Marketplace here: https://t.co/PeekxI884v
Our September 28โOctober 2 Market Commentary covers the latest macro developments, derivatives pricing, and crypto fund flows.
Which are you watching more closely heading into October: ETF demand or the interest rate outlook?
Bitcoin's strongest quarter in nearly two years. $1.26 billion lost to crypto hacks in the same quarter.
Both are true, and allocators have to look at both.
Full breakdown: https://t.co/pt4MNgQgUY
Bitcoin fell more than 50% from its peak. Stablecoin market cap stayed near $300B.
Capital waiting to re-enter the marketโor demand for payments and digital dollars?
Supply alone canโt tell us. But the divergence is worth watching.
Whatโs driving it?
๐ The AI boom has a cost-of-capital question.
Hyperscalers are spending hundreds of billions on data centers, chips and power. At the same time, the cost of financing that buildout is rising.
Full analysis: What the AI Boom Needs to Earn โ https://t.co/wn1z1iHLiF
๐ Letโs kick off the week with the top updates: Institutional crypto demand is expanding across multiple channels.
Read the full article here: https://t.co/pB6198DakQ
๐ Bitwise interviewed 15 large institutions that haven't allocated to crypto. The barriers? Mostly investment policy, governance, and committee approval โ not a rejection of crypto itself.
What's the biggest barrier today?
๐ Bitcoin fell 50%.
None of the institutions in a new Bitwise report reduced their crypto allocation.
We looked at what institutional crypto participation looked like through the drawdown.
Read the full analysis: https://t.co/9zIwKjJSaM
๐ When you evaluate a new strategy, what are you trying to add to the portfolio?
Swipe through for the questions worth asking before committing capital.
For more insights, visit us at https://t.co/E86sn70va2
๐ Bitcoin rallied after the Fed hiked rates.
Weโre watching how crypto prices, ETF flows, inflation expectations, rates and liquidity evolve from here.
Swipe through for the 2022 comparison and what the current setup looks like.
The Senate just failed to advance the CLARITY Act. but thereโs a bigger fight underneath the headlines.
What happens when the environment that produced the backtest disappears?
๐ Read our full article here: https://t.co/eMLIdbjvbL
๐ Oil above $105. Treasury yields back above 5%. A major crypto regulation vote blocked in the Senate. Markets are dealing with several sources of pressure at the same time.
๐ Read the full article: https://t.co/U5DfVs8bi0
A Bitcoin rally is not the same as fresh institutional buying.
๐ Three market signals to start the week.
๐ Read the full story, here: https://t.co/24H3hueZcE
๐ Stay connected for institutional insights, visit https://t.co/ikKsEQcu5C
Thereโs a lot to understand about ML Tech. ๐ก
Rather than trying to explain it all in one post, weโve put it all in one place.
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If youโre new to ML Tech, start here.
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๐ฃ Looking for a smarter way to keep up with digital asset markets?
The ML Tech blog brings together our latest thinking on crypto markets, institutional allocation, and digital asset strategies.
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