World Cup Trade Ideas

Idiosyncratic Opportunities Abound

The euphoric part of the bull market for crypto was largely about finding the fastest horse paired with one’s relative risk appetite. Unfortunately, in a bear market, most horses, notably the weaker or tired ones, no longer want to race. However, the past few months have revealed that ample opportunities exist to find the few horses that have some giddy-up in them.

The two environments require fundamentally different approaches. The latter requires a m...

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