Moon Pursuit Capital advises crypto investors to prioritize systematic strategies over Fed forecasts

Moon Pursuit Capital’s principal, Courtney Olujobi, told crypto.news that professional investors should build portfolios that can perform under varying economic conditions instead of attempting to forecast the Federal Reserve’s next move.

Recent Bitcoin rally and liquidity dynamics

Bitcoin rose 22.1% over seven days, its strongest weekly gain since March 2024, climbing from around $64,000 to just above $80,000. The rally coincided with limited on‑exchange supply – Olujobi estimates roughly 13% of circulating Bitcoin is actively tradable – which can amplify price moves when new capital flows in or out.

Jackson Hole and monetary‑policy expectations

The upcoming Jackson Hole symposium, where Fed Chair Kevin Warsh will deliver a keynote on Aug 28, remains a focal point for digital‑asset markets. Olujobi notes that the size of a policy decision matters less than the amount of liquidity standing in the way of price adjustments. A more accommodative Fed stance could support risk assets, while a restrictive tone could trigger heightened volatility.

Systematic and market‑neutral approaches

Olujobi recommends systematic, rule‑based strategies that define trade selection, position sizing, and risk controls. Such methods allow institutions to capture volatility‑driven opportunities without relying on a bullish Bitcoin direction. Market‑neutral funds, which offset long and short exposures, can reduce directional risk but may forgo much of the upside in strong up‑trends.

Liquidity indicators and recent market events

Stablecoin supply sits at roughly $308 billion, about 14% higher than a year earlier but below its recent peak. Treasury buyback announcements in mid‑August also demonstrated how liquidity expectations can move Bitcoin quickly, with the price jumping from $64,100 to $69,500 within 12 hours after the news.

Spot Bitcoin ETF inflows

U.S. spot Bitcoin ETFs recorded about $1.9 billion of inflows in the week ending Aug 21, the strongest weekly intake since October 2025. BlackRock’s iShares Bitcoin Trust accounted for a large portion of the purchases, helping absorb available supply as Bitcoin broke key resistance levels.