24Jan/21

Crypto Long & Short: No, Bitcoin Was Not a Response to the Financial Crisis

Maybe it’s just that winter is dragging on, but I find myself getting increasingly irritated with mainstream reports about Bitcoin that say it was a result of the financial crisis.  It wasn’t,Read More…

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13Dec/20

Crypto Long & Short: Bitcoin’s Relationship With Gold Is More Complicated Than It Looks

Earlier this week, JPMorgan published a global markets strategy note that points out that money has flowed out of gold and into bitcoin since October, and predicts that this trend will continueRead More…

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04Oct/20

Crypto Long & Short: Coinbase’s ‘Apolitical’ Stance Isn’t Nearly as Simple as It Sounds

As if the ructions of the year aren’t giving us enough cause to re-examine things we thought we understood, now we find ourselves questioning what a company is for, and what roleRead More…

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20Sep/20

Meet in the Middle: Crypto Companies and Banks Are Evolving Together

Some say that meaningful change happens gradually. Others insist it erupts unexpectedly. This week, we saw that both are true.  Earlier this week, the Wyoming Banking Board voted to approve the applicationRead More…

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06Sep/20

Crypto Long & Short: What Investors Get Wrong About Volatility (and Not Just for Crypto)

In a week in which we are yet again reminded how sharply sentiment can shift in crypto asset markets, it’s appropriate to look at the role volatility plays in our narratives, our portfoliosRead More…

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09Aug/20

Crypto Long & Short: 51% Attacks and Open-Source Value

Human ingenuity finds a way around limitations. Sometimes these limitations are obstacles in the way of progress, and creative thinking comes up with new paths. Sometimes these limitations are a lack ofRead More…

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21Jun/20

Crypto Long & Short: What Changed My Mind About Bitcoin Narratives

One of the things I most enjoy about working in the crypto sector (apart from my awesome colleagues and the constant flow of fascinating change) is the level of debate. I’m notRead More…

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