House View

The House View is exclusively for the use of partners of Saidler & Co.

At the core of Saidler & Co. is the House View, which provides in-depth research on the most important developments across financial markets, macroeconomics and geopolitics. It has a particular focus on Bitcoin, crypto and blockchain technologies.

The House View is Saidler & Co's original and independent perspective on the financial markets. We view the world through multiple lenses and use unconventional research methods to turn data into insights. We identify developments that others miss.

The purpose of the House View is to develop deep domain expertise through research and data analysis, creating an edge for its investment strategy. The research team consists of distinguished professionals with decades of experience in their respective disciplines.

 

The House View Investment Strategy

The House View investment strategy follows the firms proprietary research exclusively. We are in the midst of a paradigm shift to a new monetary system.

Over the next decade, all aspects of the financial service industry including the monetary system will be decentralized. Blockchain technology essentially removes the need for intermediaries. The ensuing disruption will be wide-reaching and impact all industries, with financial institutions such as banks, central banks and custodians initially bearing the brunt of the disruption.

The House View is exclusively for the use of partners of Saidler & Co.

The House View Hedge Fund

Since 2021, Saidler & Co. Investment Management LLC has been in charge of bringing the Saidler & Co. Hedge Fund investment strategy to outside partners via the Hedge Fund it manages for external investors.

Partners Only

The House View was originally developed by Saidler & Co. for internal investment purposes. The House View research is therefore confidential and its circulation is strictly limited to the partners of Saidler & Co.

House View Issues

House View November 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
Bitcoin - A New Asset Class
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View October 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
The Final Phase
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View September 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
Our Investment Strategy
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View August 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The Emergence of the New World Order Accelerates
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View July 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The End Of The World As We Knew It
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View June 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The Rise of a New Monetary Order
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View April 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
Self-Custody - the New Monetary System
PORTFOLIO
Model Portfolio Performance
LAYER-1 ANALYSIS
Blockchain Investment Opportunities
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View March 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The Beginning of the Bitcoin Standard
PORTFOLIO
Portfolio Performance
DEFI ANALYSIS
Blockchain Investments
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View February 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The End of the Pax Americana
PORTFOLIO
Portfolio Performance
DEFI ANALYSIS
Blockchain Investments
BITCOIN ON-CHAIN
Bitcoin Forecast
Get full report

House View January 2022

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

Coverstory
The New Financial System
PORTFOLIO
Model Portfolio Performance
BITCOIN ON-CHAIN
Bitcoin Forecast
DEFI ANALYSIS
Blockchain Investment Opportunities
Get full report

House View December 2021

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
Centralized vs Decentralized Power
BITCOIN ANALYSIS
Bitcoin’s Correlation with US Stocks
BITCOIN ON-CHAIN
Bitcoin Forecast
DEFI ANALYSIS
Blockchain Investment Opportunities
Get full report

House View November 2021

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
Bitcoin. New Monetary System.
BITCOIN ANALYSIS
How to Profit from China Banning Crypto
BITCOIN ON-CHAIN
Price Forecast Bitcoin
Get full report

House View October 2021

The House View provides in-depth research on major developments in geopolitics, macroeconomics, and financial markets, with a focus on Bitcoin, crypto, and blockchain.

COVERSTORY
Bitcoin – The Ethical Alternative
BITCOIN ANALYSIS
Is Bitcoin Digital Gold?
BITCOIN ON-CHAIN
Price Forecast Bitcoin
Get full report