Graves Asset Management

As Ethereum shows renewed momentum and Bitcoin positions for a potential all-time high this week, the critical role of sophisticated trading infrastructure becomes increasingly apparent for Brazilian cryptocurrency investors. The extreme imbalance between long positions ($6.8 billion) and shorts ($25 million) on Bitfinex signals strong institutional conviction in Bitcoin’s continued strength, while Brazil’s evolving regulatory landscape — with Central Bank regulations expected later in 2025 — adds complexity to the trading environment. For investors seeking to capitalize on these market dynamics, the quality of trading infrastructure can make the difference between capturing opportunities and experiencing suboptimal outcomes. Traditional retail trading platforms often fall short during critical market moments, particularly when volatility increases or liquidity fragments across multiple venues. The Evolution of Institutional Crypto Trading Infrastructure At Graves Asset Management , we...

As Bitcoin approaches the historic $100,000 milestone, Brazilian investors face a pivotal moment in cryptocurrency markets. This psychological threshold coincides with several significant local developments: Brazil's imminent release of IPCA inflation data today and reports that B3, the Brazilian stock exchange, is expanding cryptocurrency investment options for traditional investors. This convergence of global momentum and local developments creates both opportunities and complexities for Brazilian investors seeking to optimize their cryptocurrency exposure. The challenge extends beyond simply deciding whether to invest in Bitcoin—it involves determining the appropriate allocation size, selecting the optimal investment vehicle, and integrating digital assets within a comprehensive portfolio strategy. The Evolution of Cryptocurrency as an Asset Class in Brazil Before examining specific investment approaches, it's important to recognize how cryptocurrency has evolved as an as...