Motus Capital Management
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,...
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Motus Capital Management
- Oct 4
- 6 min
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
- 3 min
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
- 4 min
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
- 3 min
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
- 4 min
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
- 6 min
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”)....