Third Quarter Equity Outlook

Published on July 24, 2025

As the market marches to new highs, just two months after a violent 20% selloff in equities, we ask ourselves how the narrative has shifted so quickly.

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Bitcoin Miners Rewarded by AI Wagers

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In the equities landscape, few stocks are as tethered to bitcoin’s price action as are cryptocurrency miners. Just look at the CoinShares Valkyrie Bitcoin Miners ETF (WGMI C).

Asset Allocation Bi-Weekly – Stablecoin: Treasury’s Next Big Bet?

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Mounting national debt and tightening financing conditions are pushing the US Treasury to rethink traditional funding strategies, and stablecoins have emerged as an unexpected contender.