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Venture: Digital Assets

ByteTree March 16, 2026
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Issue 115;

The price of Bitcoin, and other digital assets, has fallen alongside many technology stocks. These have been highly correlated for some time, which is unsurprising since digital assets are the new form of technology stocks.

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Digital Assets vs Software

Source: Bloomberg

Virtual assets were out of vogue last year as the focus shifted to physical assets. Yet the war in Iran reminds us of the benefits of the virtual world and the need for decentralisation. The price of Bitcoin is rebounding, and if that continues, crypto-related stocks will follow suit.

Bitcoin Rebound

Source: Bloomberg

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