Investor Update March 2025 – Market downturn brings opportunities
12/03/2025
After a few months of hiatus, we’re excited to resume our market commentary following our rebranding to Matrixport Asset Management AG. Since the 2024 U.S. election, Bitcoin rallied 50% to its recent peak in late January. Since then, risk assets including equities and commodities have largely retraced their post-election gains. As of11 March 2025, the NASDAQ-100 sits around 3% below election levels, while Bitcoin remains at approximately 14% above election levels. The current risk-off environment is driven by U.S. tariff
