The Crypto-Powered Future

by Marc Woodward October 5, 2021

The Crypto-Powered Future is Already Here Investing is essentially an attempt to predict the future by allocating capital to the most promising companies, technologies, or economic models, adjusted for risk tolerance. In December 2003, William Gibson, one of the most influential Cyberpunk authors, wrote ‘The future is already here – it’s just not evenly distributed.” […]

Allocating to Today's Crypto Markets

by Tim Johnston March 9, 2021

We are receiving record inflows at Apollo Capital. A common question from new investors is the sustainability of recent returns. As bullish as we are on crypto, we think it is fair to suggest these returns cannot go on unabated forever. Periods of performance like this are not uncommon in crypto markets. But for new […]

Crypto Correlations Post Coronavirus Panic

by Tim Johnston October 29, 2020

Apollo Capital has consistently reported that crypto assets do not correlate with traditional assets. Crypto assets are largely driven by a different investor base and are fundamentally unique. We believe that there is a strong argument for a small allocation to crypto assets within a broader portfolio, in part due to their lack of correlation […]

Asset Class Review

by Michael Armitage August 25, 2020

This article is co-authored by Tim Johnston, Managing Director of Apollo Capital and Michael Armitage, Principal of Fundlab Markets are fascinating. The current macroeconomic backdrop is especially interesting. Not only are we in the middle of a decades-long global money printing experiment, we are in the middle of a severe global pandemic that threatens the […]

On Crypto Correlations and DeFi Breaking

by Henrik Andersson June 23, 2020

Sometimes we hear that crypto assets are highly correlated and therefore asset selection has little impact. We couldn’t agree less. While correlations might be high for hourly or weekly time frames, if you’re an investor over weeks, months or years — the assets you have exposure to will matter enormously. Let’s look at the data. On Feb […]

Crypto Correlations & Coronavirus

by Tim Johnston March 24, 2020

Crypto assets are unlike any other asset class. They are unique, independent and are largely driven by a different investor-base. In theory, crypto assets should not correlate with other assets like equities and bonds. The data backs up this theory, most of the time. Crypto assets have not been tested in a broad-based market sell […]

Macro Update

by Henrik Andersson March 17, 2020

In February we wrote about how the Other Locations graph form the Johns Hopkins University dashboard is the most consequential graph in the world. Unfortunately it still is growing exponentially. COVID-19 cases outside China. The consequence of the lockdowns following the spread of the virus has lead central banks around the world to take unprecedented […]

Crypto Assets and Quantum Computing

by Tim Johnston February 24, 2020

In The Code Book: The Science of Secrecy from Ancient Egypt to Quantum Cryptography, Simon Singh takes the reader on a journey through the history of encryption. He traces the evolution of cryptography and details its dramatic effects on wars, nations and individual lives. In reading The Code Book, it becomes clear that throughout history, […]