Invictus Capital: Weekly Wrap 07.01.22

Dean Adair
4 min readJan 8, 2022


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Market News

Welcome back for the first weekly wrap after an eventful and volatile first week of 2021. Outside of civil unrest in Kazakhstan (which took 18% of Bitcoin’s hashrate temporarily offline), and surging global omicron cases, markets were predominantly focused on Wednesday’s release of the Fed’s December minutes (a more detailed account of internal discussion amongst board members). Crucially, these notes highlighted a bloc suggesting the need to not only taper bond purchases, but to actively shrink the Fed’s massive balance sheet.

Markets took the news poorly after previously being content with inflation remaining somewhat elevated and easing alongside strong growth and a dovish Fed. US bond yields spiked in a move reminiscent of the 2013 Taper Tantrum, with financial assets across the board struggling in a risk-on move just as in 2013. Bonds suffered most, but global equities, gold, and crypto were not spared; expect bouts of volatility to continue as the market digests what this means for longer-term asset prices.

The broader crypto market followed traditional markets down, with Kazakhstani miner outages also contributing — similarly to the sell-off when Chinese mining halted. Bitcoin fell firmly before finding support around $41,000, with the rest of the market generally faring worse. One standout was NEAR, an L1 blockchain and new addition to the C20 fund, which managed to appreciate. The Invictus Capital C10 and IBA funds have also continued to outperform the broader market after finishing 2021 off on a strong note. This highlights the value of effectively managing risk in a volatile market.

By contrast the NFT ecosystem kicked off the year with some major positive developments — you can read about these in the Invictus NFT Lab newsletter here. Sign up using this link if you’d like to stay in the loop about developments in the NFT space.

At the time of writing, US labor data had just been released — with a below-expectation result providing support for a stagflationary narrative and driving another jolt of market volatility — with pricing whipsawing and now pointing further down just before the US open.

Indicators (31 December — 07 January)

The Invictus Podcast: Episode 13

The next Invictus Podcast episode features the Founder of @quantfury, a portfolio company of $IHF! We chatted to @Lev_Mazur about:

  • Their business model & the $QTF token
  • Adding value by offering unmatched trading conditions
  • And much more

Watch it here.

Invictus Incubations: Invictus Makes Foray Into Fast-growing NFT Space

Invictus is proud to announce involvement in two new NFT projects: The Invictus NFT Lab — Out Of Africa Collection and the incubation of Air Guitar Academy. Check out the Litepaper.

Read more in the post here.

Join the NFT Lab Discord! Stay up-to date by signing up to the newsletter.

Invictus Yield Vault

Invictus Capital is thrilled to announce the public launch of the Invictus Yield Vault. The Yield Vault allows qualifying lenders the opportunity to lend a minimum amount of $25,000 BTC, ETH and/or Stablecoins for highly competitive interest rates to Invictus Alpha, Invictus Capital’s trading division.

The Vault is now seamlessly integrated into the investor portal on the Invictus Capital website! Prospective crypto lenders now have a single web location to effortlessly view Yield Vault information, crypto lending interest rates, FAQ information, and contact our Yield Vault Team.

To view our rates and contact our Vault team, please visit our landing page.

Borrow Against Your Crypto With Peace of Mind

Crypto users can now borrow against their crypto secure in the knowledge that their investment will not get liquidated.

Invictus Alpha (the trading company of Invictus Capital) has engineered a new product that is offering users the opportunity to borrow USD-based stablecoins (or BTC and ETH) against BTC and ETH with no risk of liquidation.

Check out the articles here and here. To inquire, please complete this form.

Schedule a call with the Invictus Sales Team

Schedule a call with Tom or Ivor from our Fund Sales team if you have any questions or need assistance with your Invictus investment(s).

Alternatively you can call us on +1 (345) 769–7491 between 7:00–16:00 GMT.

Other News & Links

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