Commodity Market Movers Report - Portfolio Update 13.07.2025

How we're positioned and what we're looking out for.

What we did during the week:

• We opened a Long Bitcoin Position during the week. The - as we view it - digital gold made a higher high and is within a strong bull regime, we also have confirmation from positioning data.

Current active portfolio:

• Short Soybean Meal since 16.06.25: already reduced pos. by 50% to take profits

• Short HH Natural Gas since 01.07.25…