Motus Capital Management
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...
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Motus Capital Management
- Aug 2
- 16 min
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
- 4 min
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
- 8 min
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
- 10 min
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
- 11 min
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, 2022
- 11 min
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, 2022
- 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 11, 2022
- 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 8, 2022
- 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 13, 2022
- 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 6, 2022
- 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 17, 2022
- 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”)....
Motus Capital Management
- May 3, 2022
- 2 min
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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