9 posts

Opinion

This section features thought pieces from our team on a specific area of interest. It is our space to move beyond the immediate data, explore a contrarian thesis, and offer an unvarnished perspective intended to provoke second-level thinking.

Latest posts
State of Play: Indexes and Market Cycle Update – July 2025
State of Play: Indexes and Market Cycle Update – July 2025

Why the euphoria now? The 3.5-year market cycle is pushing toward its Q3 2025 peak, fueled by policy. But what comes next? Our Duo-Lens is spotting the smart money's de-risking. We're ready for the inevitable shift into 2026 – because understanding the "when" of cycles is your ultimate edge.

by Fox Strategist, Master of Cycles
Engineering Euphoria: The Hidden Hand of Liquidity
Engineering Euphoria: The Hidden Hand of Liquidity

The market's euphoric surge is stealthily fueled by a trillion-dollar financial engineering: the U.S. Treasury's quiet manipulation of systemic liquidity. This hidden stimulus, flowing through collateral markets, stretches the liquidity cycle, setting the stage for a dramatic reversal.

by a13v, Tiger Quant
State of Play: Crypto Market Update – July 2025
State of Play: Crypto Market Update – July 2025

While public sentiment on crypto hits rock-bottom lows, institutional money is quietly accumulating ETH. Our key indicator for the altcoin rally, the OTHERS/BTC ratio, is deeply oversold and flashing bottoming signals. This is what a major cyclical bottom looks like before the great unfolding.

by a13v, Tiger Quant
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