From Crypto Long & Short
Crypto Long & Short: How the GENIUS Act repriced bitcoin's monetary premium
In this week's Crypto Long & Short, Ravi Tanuku on why the GENIUS Act didn't just regulate stablecoins, it repriced Bitcoin's monetary premium. Then, Jesper Johansen on why looped ETH staking no longer needs a lending market.
Crypto Long & Short: Bitcoin-backed loans belong in the cost-of-capital conversation
In this week’s Crypto Long & Short Newsletter, Alec Beckman on why BTC-backed lending is not a crypto story, but a capital efficiency story. Then, Serena Sebastiani on how stablecoins aren’t a crypto product; they’re becoming the settlement infrastructure global finance forgot.
Crypto Long & Short: Bitcoin vs. gold: 26% relative undervaluation
In this week’s Crypto Long & Short Newsletter, Dovile Silenskyte provides an alternative to the “bitcoin as a risk asset” narrative. Then, Joshua de Vos shares insights and analysis on global exchanges.
Crypto Long & Short: In quiet crypto markets, yield is the trade
In this week’s Crypto Long & Short Newsletter, Maxime Seiler notes that weak crypto prices mask adoption, making yield strategies the main trade. Then, Kavita Maharaj‑Alexander writes on crypto’s next phase being driven by proving compliance in practice, elevating the infrastructure providers that enable it.
Crypto Long & Short: Guide, deliver, repeat: the hidden driver of token performance
In this week’s Crypto Long & Short Newsletter, Jordan Brewer writes on the missing piece in token markets: institutional-grade investor relations. Then, Martin Burgherr breaks down how crypto markets are maturing, becoming more efficient and lower risk for institutions.
Editor
Alexandra Levis is the founder and CEO of Arro Financial Communications, a financial marketing and PR agency skilled at distilling complex stories into winning campaigns. Her firm's clients bridge the worlds of TradFi and DeFi, including traditional asset mangers and firms in the digital asset space . Prior to establishing the agency, she developed and ran marketing and public relations campaigns at Global X Funds, an NYC-based ETF issuer, where she served as Vice President of Marketing. Levis graduated with a B.A. in International Relations from Tufts University.
