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Post-Election Melt Up
A picture says more than 1,000 words We've seen a massive melt-up in risk assets since Election Day. And yes, [...]
The Fiscal and Monetary Response to COVID
This is an excerpt from our Monthly Macro View. If you'd like to have full access to our Monthly Marco [...]
Introducing the Real Vision Bot
Now that we've switched to the new design of our website, some of you might have noticed that there have [...]
Who Needs a Reason? This Market Wants to Go Higher
This is an excerpt from our weekly 2Q Portfolio report. If you'd like to have access to the full report, [...]
Trade Update: For a Few Bitcoin More
Bitcoin spot prices fell last week, coming close to the USD$10k level. In line with this decline, the implied funding [...]
Trade Update: For a Few Bitcoin More
Our BTC Cash & Carry positions performed flat last week. The combined PL of our ICE and CME trades now [...]
Diversifying Your Breakfast Table
We are all about liquidity at TwoQuants. However, when it comes to breakfast, we prefer steaming hot beverages and not [...]
Views on Bitcoin – Part II
“Gold is money. Everything else is credit.” J.P. Morgan, 1912 I think that’s a great quote. Old but gold, [...]
Trade Update: For a Few Bitcoin More
Our BTC Cash & Carry positions performed well last week as the BTC futures basis decreased on the back of [...]