Bitcoin Suisse Crypto Outlook 2024
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Articles (5)
Enjoy the Silence before the Storm
A tough year is ending. Inflation, interest rates, wars, and more made the bearish market sentiment, in TradFi and crypto alike, so omni-present during 2023, that many investors were caught by surprise that Bitcoin made +150% (at least at the time of writing this early December). Any TradFi investor would call you crazy for naming a market with a 150% surge a bear market. Well, welcome to crypto – and the Crypto Outlook 2024 edition!
Thirteen Digital Asset Predictions
It has been two years since the crypto market peaked, and while 2023 was somewhat convenient, anyone following the space is certainly wondering: what’s next? Will history rhyme and ship yet another four-year cycle on the back of the Bitcoin halving? Will we finally see true crypto adoption based on product-market fit? Will we see an institutional bonanza triggered by a spot ETF approval? Is there a potential black swan looming? And not to forget, when supercycle?
Bitcoin’s green turn: An investment thesis for climate change mitigation
Since discovering Bitcoin in 2016, Harald Rauter has been focusing on developing the investment case for Bitcoin as a mechanism for achieving superior economic- and environmental returns. Harald Rauter advises ESG-sensitive capital pools like foundations, HNWI and enterprises in developing tailored investment strategies that leverage Bitcoin’s unlocking potential for higher risk-adjusted returns while simultaneously achieving unrivaled CO2 emission reduction. For the past 10 years he has been an investor and portfolio manager for climate- positive investments both in the public- as well as the private sector. Harald Rauter holds a PhD in Natural Sciences from ETH Zürich and a master’s degree in economics from the Vienna University of Economics.
A Glimpse into sound valuation models, the institutional impact, and crypto’s seat at the portfolio table
An interview with Matthew Sigel, Head of Digital Assets Research at VanEck, about potential U.S. spot ETFs, sound valuation models and digital assets in traditional portfolios.
Crypto David versus Macro Goliath
As we approach 2024, the crypto market stands at a crossroad of challenging macroeconomic conditions, and a promising bull market. After a modest recovery from its 2023 lows, we might see 2024 split into two distinct phases. The first one testing the crypto market’s resilience amidst a potential recession, tightening liquidity and monetary conditions, followed by a second phase, a full-fledged bull run fueled by easing macro conditions as well as the halving and a potential Bitcoin spot ETF.