Motus Missives - Vol. 13 | Confluence
Summary The confluence of crypto institutionalization, rising global liquidity, removal of BTC supply overhangs, and election clarity...
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Motus Capital Management
Dec 15, 20239 min read
Motus Outlook Series | Great Expectations
Last December, in a piece titled “Crypto Risk vs. Reward”, we shared our view that the start of 2023 would prove to be a good entry...
Motus Capital Management
Oct 25, 20234 min read
Motus Missives - Vol. 12 | Time is a Flat Circle
During a legendary performance in HBO’s “True Detective,” Matthew McConaughey’s character unsettlingly states that “Time is a flat...
Motus Capital Management
Aug 9, 20234 min read
Motus Outlook Series | The Changing Institutional Landscape
Capital allocation within crypto is about to change, and the consequences are underappreciated. The current institutional landscape is...
Motus Capital Management
Aug 2, 202316 min read
Motus Outlook Series | The Start of the Next Cycle
We believe we are at the start of a new crypto cycle, and present our views on the opportunity similarly seen in two prior market troughs.
Motus Capital Management
Jul 7, 20234 min read
Motus Missives – Vol. 11 | Beneath the Surface
Right now crypto is unpopular. Bitcoin’s ~80% YTD rally is unloved and under-owned, and new acquaintances seem concerned when we tell...
Motus Capital Management
Apr 24, 20238 min read
Motus Missives – Vol. 10 | Based
In this edition of Motus Missives, we will highlight product, technology, and regulatory updates that we believe will lead to increased...
Motus Capital Management
Mar 15, 202310 min read
Motus Education Series | Back to Basics
While we love being in the weeds of innovation within the crypto market, we recognize the need for broader education about our industry...
Motus Capital Management
Feb 7, 202311 min read
Motus Missives Vol. 9 | The Alpha is On Chain
In this edition of Motus Missives, we will illustrate why we believe that interacting directly with protocols is the best way to deliver...
Motus Capital Management
Nov 11, 202211 min read
Motus Missives Vol. 7 | Good Riddance
While the details are still unfolding, we wanted to provide an update on recent events relating to the collapse of crypto-exchange FTX,...
Motus Capital Management
Oct 4, 20226 min read
Motus Missives Vol. 6 | Chaos is a Ladder
September may be looked back at in the months to come as the most significant month for markets in years, if not decades. CPI exceeded...
Motus Capital Management
Aug 10, 20223 min read
Motus Missives Vol. 5 | Cash Flow is Still King
There is a “new” trend that has begun to permeate amongst the crypto community – “real yield”. The idea that assets that pay an organic...
Motus Capital Management
Jul 7, 20224 min read
Motus Missives Vol. 4 | Dumb Contracts
Summary: Centralized Finance (CeFi) vs. Decentralized Finance (DeFi) Participants – CeFi has borrowers, lenders, and intermediaries,...
Motus Capital Management
Jun 12, 20223 min read
Motus Missives Vol. 3 | Skinny Dipping
“It's only when the tide goes out that you learn who's been swimming naked.” Quoting Mr. Buffett is often cliché, but he perfectly sums...
Motus Capital Management
Jun 5, 20224 min read
Motus Missives Vol. 2 | Look for the Bear Necessities
Summary: The “crypto is dead” narrative is back, but beware of false claims We see some more excess that needs to be shaken out, and...
Motus Capital Management
May 16, 20226 min read
Motus Missives Vol. 1 | Tidal Forces
The ocean’s tides are caused by a gravitational pull, ebbing and flowing from high to low based on proximity to Luna (Latin: “moon”)....
Motus Capital Management
May 2, 20222 min read
Risks & Disclosures
Disclaimer: This commentary is provided as general information only and is in no way intended as investment advice, investment research,...
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