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Cumberland Morning Color

Good Morning and Happy New Year from Cumberland APAC! At the risk of joining the many, many prediction and recap threads which are floating around, I wanted to start the year off with some areas I’m paying close attention to this year. None of these should be considered predictions, much less price predictions, but instead the thoughts which have been kicking around my head while I spent the last week enjoying New Zealand’s beaches.

ETF: It would be disingenuous to start this list with anything except the impending BTC spot ETF. There are some excellent views out there and better tea-leaf reading, and I don’t want to add to that. Instead, it’s worth thinking about some of the knock-on effects of an ETF:

  • Attention should very...