Crypto and Gold in a Multi-Asset Framework

In this special year-end episode, Damanick Dantes, CMT breaks down Dantes Outlook’s latest crypto research and what it means for multi-asset portfolios. Drawing on market data, on-chain insights from Glassnode, internal models, and academic research, the episode explores why crypto lagged in an otherwise strong year for investors — and how the firm's dynamic Bitcoin/Gold rotation strategy helped manage risk.