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
Tag Archives: MARKET COMMENTARY
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January 2025 Market Commentary
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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 […]
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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:
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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 […]
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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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MARKET UPDATE: March Commentary
Welcome to this month’s edition of Portal Asset Management’s Market Commentary. In this two-part series, we present 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. […]
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February 2024 Market Commentary
Market Update – Mark Witten CIO Cryptocurrency and Digital Assets (“Crypto Assets”) markets started the year decisively after the strong rally in Q3 2023 as investors continued to allocate enthusiastically to the space. Bitcoin (BTC) gained +44% in February and the market as represented by the CCI30 Index was up +35%. The Portal Digital Fund […]
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January 2024 Market Performance
January: +1.0* January: -3.6% CCI 30: -6.6% CC130: -6.6% 2023: +49.25% 2023: +78.1% Since Inception: +163.9% Since Inception: +13.7% *The current month is an estimate based on the initial reporting of the various funds, subject to change once NAV is crystalised. BarclayHedge ranksPortal Asset Management# 1 Multi-Advisor for Net Returns 2023 January 2024 Commentary – […]
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September 2023 Market Commentary and Performance
Portal Digital Fund Radiance Fund September: +0.1* September: +6.54% YTD: +3.7% YTD: +12.73% Since Inception: +81.7% Since Inception: -33.13% Download Full Performance Download Full Performance Market Commentary from Mark Witten, CIO Cryptocurrency and Digital Assets (“Crypto Assets”) markets remained challenging in September with continued low volatility driven by subdued retail participation. This has been compounded […]
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August 2023 Market Commentary and Performance
Portal Digital Fund Radiance Fund August: -3.1* August: -14.96% YTD: +3.8% YTD: +4.73% Since Inception: +81.8% Since Inception: -33.13% Download Full Performance Download Full Performance Market Commentary from Mark Witten, CIO Bitcoin (BTC) lost -11.5% in August and the market as represented by the CCI30 Index was down -13.6%. The Portal Digital Fund finished August down -3.1% […]