Ainslie Research
A cornerstone of a fund holding real assets directly and transparently is the transparency and knowledge sharing of the decisions around their allocation. Ainslie Research aims to keep investors informed in simple, everyday language about those decisions.
Stay informed with the latest insights from our Chief Economist - Chris Tipper.
Updated every Monday, this section delivers timely analysis on Bitcoin, bullion, macroeconomic trends, and global liquidity cycles. Grounded in proprietary research and leading data sources, each report is designed to help you navigate markets with clarity and confidence.
Chief Economist’s Report
JUNE 2025
Join Chris Tipper, Joseph Brombal, and Isaac Ho for this month's update on the current stage of the Bitcoin cycle where they'll be providing insights thorough analysis and discussion, covering macroeconomic fundamentals, market trends, on-chain technicalities, and everything else in between.
Bitcoin Analysis: Beyond the Block
Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin
MAY 2025
Join Chris Tipper, Joseph Brombal, and Paul Engeman for this month's update as they analyse cutting-edge Global Liquidity Index data and a simple trading plan to take advantage of the cycles.
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Articles
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Macro and Global Liquidity Analysis: Gold, Silver, and Bitcoin
MAY 2024
The Ainslie Research team reports that we are still in the Mid Cycle phase of the Global Macro Cycle, with expectations of upward momentum continuing due to additional liquidity and stimulus in the latter half of 2024. Key insights highlight the correlation between Bitcoin and Global Liquidity, with Bitcoin maintaining gains since its cycle low in November 2022 and reaching new all-time highs. -
Bitcoin Analysis: Beyond the Block
JUNE 2024
The Ainslie Research team provides a monthly update on Bitcoin, focusing on its correlation with Global Liquidity and current macroeconomic conditions. Despite recent consolidation, Bitcoin is expected to benefit from increased liquidity and easing policies by central banks, indicating potential for significant price growth in the latter half of 2024.
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