Acheron Insights

The Fed’s mandate is for stable prices and maximum employment.

A number of key technical, sentiment and flow based indicators are suggesting we could see a relief in selling pressure over the coming weeks, and perhaps a countertrend rally in risk assets.

Though we are seeing the makings of some favourable readings in many on-chain, derivatives, technical and sentiment indicators, the macro and liquidity environment moving forward remain a significant headwind for crypto assets.

Through rising real yields, a slowing economy and poor seasonality, short-term headwinds remain for gold and precious metals.

Through rising real yields, a slowing economy and poor seasonality, short-term headwinds remain for gold and precious metals.

Through higher mortgage rates, demand for US housing is beginning to wane.

Central to my market and macro outlook at present is the likelihood we are amid a growth cycle downturn that is looking to decelerate meaningfully in the coming months.

In answer to this question, yes, it appears we are very much amidst a bear market rally. In fact, as I will endeavor to articulate below, it appears said rally could extend further over the coming weeks.

Volatile is the best word to describe the price action in crypto markets of late.

For some months now I have been banging the drum on how economic growth has been slowing and is set to meaningfully deteriorate come the middle of 2022.

It has been a tumultuous start to the year for crypto markets to say the least.

It has been a tumultuous start to the year for crypto markets to say the least.

What has been a tumultuous last few months for crypto markets has only accelerated through the turn of the New Year.

Not much has changed in regards to my economic growth outlook going forward since my most recent growth cycle update.

After what has been a torrid few weeks for crypto and traditional risk assets alike, we are beginning to enter what could be an important make or break point in time for crypto markets.