House View 2024
In this House View, we share our views on the current state of the crypto market, discuss some key developments and outline our expectations for the year ahead. The House View is a publication of the Amdax Asset Management team.
Amdax House View 2024
In the Amdax House View, our Asset Management team divulges their insights and anticipations for the forthcoming crypto year. This document is segmented into three core themes, covering:
- The projected ascent of ether versus bitcoin in 2024
- Advancements in technology within the Ethereum ecosystem
- The pivotal role of Real World Assets
- Evolving trends in decentralized AI
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Reports
House View 2026
Discover what Amdax's asset management team expects to be the key themes of 2026.
Reports
Monthly: September 2025
September once again brought weak U.S. labor market data, though investors initially viewed this as a positive sign: the Federal Reserve would likely continue with accommodative policy. Equities and crypto rallied briefly, until the latter corrected by more than 10% following the rate cut, driven in part by liquidations. Still, there are few signs that the market has reached a definitive top, allowing crypto investors to enter the final quarter with confidence.
Reports
Monthly: October 2025
While early in the month people were still cheerfully pointing to the supposed correlation between precious metals and bitcoin, a sharp price drop hit many crypto investors like a cold shower. Bitcoin turned out not to be a safe haven after all, but subject, among other things, to the turmoil around the U.S. government and global unrest caused by Chinese export restrictions. The sour mood, however, seemed largely confined to the group of investors who may have been a bit too optimistic.
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