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
Category Archives: Uncategorised
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January 2025 Market Commentary
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August 2024 Monthly Performance
AUGUST 2024 PERFORMANCE AUGUST: -6.5%CCI 30: -13.0%12 Months: +51.5%SINCE INCEPTION: +275.2% Market Update The Cryptocurrency and Digital Assets (“Crypto Assets”) markets had a tumultuous August, starting with a sharp pullback due to the unwinding of the Yen carry-trade and an increase in geopolitical risk. This was followed by a strong recovery driven by the Fed […]
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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 […]
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Portal Asset Management Team at DAVOS 2024
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Operation “Choke Point 2.0” Banks and Regulators vs Crypto Assets Webinar
Watch the webinar recording for an entertaining and informative discussion on how the US government is trying to use the US banking sector to restrict FIAT on and off-ramps designed to reduce US consumers’ access to the advantages of cryptocurrencies, nicknamed “Chokepoint 2.0”. Ironically this is happening in the midst of what looks like “Banking […]
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The corona fighters report 49: Asset Managers who delivered in the downturn.
Opalesque features Portal Asset Management in their latest article.
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Beyond Bitcoin Part 1 – Before The Beginning…
Beyond Bitcoin – Before The Beginning. History Sets The Future.
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Gold versus Bitcoin
What gives BTC an edge on gold is not monetary flow, risk profiles, physical delivery or if gold was mentioned in the Bible and BTC was not – it is network size and the next two generations. Have a listen, maybe a laugh but don’t miss the message. Name and email will be requested by Boardroom Radio, […]
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February 2022 Newsletter and Market Commentary
Portal Digital Fund February: -0.5%* 2021: 83.1% YTD: -12.1% Since Inception: 165.8% Horizon Index Fund February: -6.9% YTD: -35.5% Since Inception: -30.6% Market Commentary from Mark Witten, CIO Cryptocurrencies and digital assets (“crypto assets”) have now been embraced as a conventional asset class by most investment professionals and are now discussed daily in all major […]
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Kalkine Media – What is a Multi-strategy Fund? | Insights from Portal Asset Management on Radiance Mr. Deryck Graham
Award winning Portal Asset Management announced its own actively managed Multi-Strategy Fund – The Radiance Multi-Strategy Hedge Fund which focuses on investing in Cryptocurrency, DeFi, gaming, metaverse and NFT stacks. Know more from the CEO & Founder of portal asset management Mr Deryck Graham in an exclusive expert talk by Kalkine.