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Crypto Long & Short: What Trends in Volatility Could Mean for Bitcoin
29.6.2020
Bitcoin’s investment narrative is evolving as the role of volatility is changing in both crypto and traditional markets
Crypto Long & Short: What Changed My Mind About Bitcoin Narratives
21.6.2020
Is bitcoin having a good year or not? As an industry, we need to work on honing our understanding of the many narratives, and how they can influence value
Crypto Long & Short: Cryptocurrency Markets May Be Decentralized, But They’re Still Accountable
15.6.2020
One overlooked aspect of crypto markets is that transparency and choice holds participants accountable in ways traditional markets have not experienced
Crypto Long & Short: Bitcoin’s Quiet Progress Is Pointing Toward a Better Future
7.6.2020
Noelle Acheson compares the soaring rhetoric of JP Barlow’s Declaration of Independence of Cyberspace with the quiet innovation of Satoshi’s bitcoin
Crypto Long & Short: The Emergence of Prime Brokers Adds Resilience but Also Risk
1.6.2020
Coinbase, BitGo and Genesis all have strong growth trajectories and balance sheets. But with that stability comes a certain degree of centralization
Crypto Long & Short: Innovation Cycles, Crypto Venture Funds and Institutional Investors
25.5.2020
With so much attention on institutional involvement in crypto asset markets, we overlook that they are already here through VC investments – less fast-paced, perhaps, but important to keep an eye on for what they reveal about cycles
Crypto Long & Short: Mining Derivatives Point to Growing Sophistication
18.5.2020
Noelle Acheson picks apart trends in global interest and trust in crypto asset technology, and revisits the growing financialization of bitcoin mining
Crypto Long & Short: Why Bitcoin’s Big Rally Is a Sign of Its Economic Resilience
4.5.2020
Bitcoin's underlying technology and monetary system make it one of the few investable assets that is immune to the economic fluctuations we have ahead
Crypto Long & Short: How Oil Going Negative Could Open the Door for Bitcoin ETFs
27.4.2020
The economic repercussions of oil going negative are staggering. Also compelling is what it says about biases in the bitcoin market
Crypto Long & Short: The Battle of the Yields
20.4.2020
What does the current crisis mean for the value of actual cash, and how does it stack up to assets like bitcoin and gold?
Crypto Long & Short: DeFi and Traditional Finance Are Forming an Unlikely Friendship
13.4.2020
Many believe DeFi is the future of finance, unleashing efficiencies and creating a more transparent framework. Others find the idea terrifying
Is Bitcoin More Like Gold or Equities?
6.4.2020
Bitcoin markets have behaved a lot more like equities than gold during recent market swings. But widen the time frame, and things start to look shinier