All Posts

Volatile October, rough start into November, but no reason to panic.

5 November 2025 Dear Investors, October was a volatile month for risk assets, including crypto. Macro drivers, tariff escalations, and subsequent de-escalations were contributors to swings in markets. While crypto markets started the month positively, Bitcoin was eventually down approximately -4.6%, with liquidation events the main driver of underperformance. November started with Bitcoin down almost -10% (at time of this writing), along with a broader equity market selloff.

Nov 64 min read

Government Shutdown: Rush into Hard Assets

Dear Investors, September was a positive month for equities but mixed for crypto, despite the Fed’s decision to cut interest rates. In...

Oct 73 min read

Traditional financial markets are warming up to crypto, offering trading opportunities

1 July 2025 Dear Investors, This year has been exciting for crypto market participants. The following are the core themes driving the...

Jul 75 min read

Update March 2025 – Market downturn brings opportunities

After a few months of hiatus, we’re excited to resume our market commentary following our rebranding to Matrixport Asset Management AG....

May 212 min read