Market Commentary Archives | Portal Asset Management

January 2025 Market Commentary

MARKET INTELLIGENCE Market Performance: Mark O Witten, CFA Institutional Adoption and Investment Trends: Altcoin Season: Faulted or Finished Conclusion: VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS Market Overview: Greg Galton, Analyst Adviser Outlook Trump Executive Order (Jan 23, 2025) SEC to Roll Out Crypto Reforms MicroStrategy Acquires More Bitcoin Download Full Commentary

March 2025 Market Commentary

MARKET INTELLIGENCE Market Performance: Mark O Witten, CFA *Past performance is not indicative of future performance. Specific risks may impact on the possibility of such a return in future. VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS Market Overview: Greg Galton, Analyst Adviser Corporate Bitcoin Accumulation Accelerates Tariffs Reshape the Mining Industry Larry Fink: BTC Could Threaten […]

February 2025 Market Commentary

MARKET INTELLIGENCE Market Performance: Mark O Witten, CFA *Past performance is not indicative of future performance. Specific risks may impact on the possibility of such a return in future. Investment Strategy Pivot Growing BTC Adoption & Institutional Investment HedgeNews Africa 2025 Symposium: Conclusion VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS Market Overview: Greg Galton, Analyst Adviser […]

December Crypto Review: Volatility Amid Regulatory Shifts and Strategic Developments

This month, we cover the significant volatility in the market, with Bitcoin reaching a new all-time high of $108,000 before retracing back to November lows. We also discuss upcoming regulatory shifts, including the eagerly anticipated appointment of Paul Atkins as SEC Chair and the proposed U.S. Treasury Bitcoin Strategic Reserve, which are poised to reshape the investment landscape. Join us as we […]

Portal Market Commentary – October 2024

The US Election is THE Catalyst for Cryptocurrencys Adoption! Donald J. Trump is the 47th president of the United States and his comeback victory signals a positive and significant shift in US policy across all fronts. The most constructive effects of this will be in the reduction of geopolitical risk as wars are wound down […]

September Market Commentary

INSIGHTS AT THE FOREFRONT: MARKET INTELLIGENCE FROM OUR CIO, MARK O. WITTEN Market Dynamics: *https://www.reuters.com/world/china/china-unveils-broad-stimulus-measures-revive-economy-2024-09-24/ VOLATILITY, REGULATORY SHIFTS & INNOVATIONS PROPEL STRATEGIC ADJUSTMENTS By Greg Galton, Analyst Adviser Market Overview:

August Market Commentary

INSIGHTS AT THE FOREFRONT: MARKET INTELLIGENCE FROM OUR CIO, MARK O. WITTEN Volatility and Corrections: The cryptocurrency markets experienced significant volatility in August, starting with a sharp decline due to broader financial instability triggered by the unwinding of the Yen carry trade. The month saw a mid-term recovery followed by a downturn after the arrest […]

July Market Commentary

Bitcoin and Ethereum fell on Monday to multi-month lows as worries over the convergence of geopolitical tensions, the near-certainty of a US recession regardless of any emergency rate cuts, the global impact of the Yen unwind, stock market corrections, and political uncertainty have triggered a rush to safe-haven assets. Last weekend also saw a ramping up of tension […]

May Market Commentary

Welcome to this month’s edition of Portal Asset Management’s Market Commentary. This two-part series presents a dual analysis covering the broader economic spectrum and a focused evaluation of the digital token arena. Initiating the discourse, Mark Witten, our CIO, offers a Macro Economic overview, articulating the forces and trends influencing the financial world. Transitioning from […]

April 2024 Market Commentary

Welcome to this month’s edition of Portal Asset Management’s Market Commentary. This two-part series presents a dual analysis covering the broader economic spectrum and a focused evaluation of the digital token arena. Initiating the discourse, Mark O. Witten, CFA , our CIO, offers a Macro Economic overview, articulating the forces and trends influencing the financial […]