Digital Assets Weekly: March 27th 2020

Portfolio Strategy

It continues to be our view that crypto markets are in the 2nd or 3rd innings of a prolonged recovery following their December 2018 bottom.

The earlier months sell off likely flushed a significant portion of leverage and speculative short term traders out of the ecosystem, as we discussed on our FS Insight Digital Assets call earlier this week. This dynamic bodes well for reducing market downside risks and positions crypto on firmer footing for a healthier recovery. At the same time, while global market prices are improving, the situation remains uncertain and that ...