Crypto Long & Short
Bitcoin: Gold 2.0? Try Reserve Asset 3.0
The conflict between Russia and Ukraine is beginning to send ripples through the global economy that could lead to a new monetary system.
Why Did Bitcoin Surge So Much Against the Ruble?
Oligarchs dodging sanctions? Doubtful. Regular Russians trying to preserve their wealth? Maybe. There’s also a third, less exciting possibility.
Forget Data – Privacy Is the New 'New Oil'
When even Mark Zuckerberg says there’s a “clear trend” away from data collection, you know the pendulum is swinging.
BlackRock Has Entered the Chat
Why the $10 trillion asset manager's arrival would be a big deal for crypto.
You’re Not Imagining It, Markets Really Are Thinner Now
It doesn’t take as much to move prices as it once did.
The Corporate Argument for Bitcoin
MicroStrategy CEO Michael Saylor likened his company’s performance to rowing a boat against wind blowing harder than one can row. Is bitcoin really the way out?
No, Tech Stocks Aren’t Driving Crypto Prices
The relationship between bitcoin and the Nasdaq is there, but it isn’t as strong as some suggest.
Derivatives Data Shows Softening Crypto Enthusiasm
The wind seems to be out of crypto’s sails for now.
2021: The Year of the Alts
The market has decided that it likes bitcoin more than it did a year ago – but it really, really likes ether and its layer 1 rivals.
Why Portfolio Managers Will Need to Look at Altcoins in 2022
The more uncorrelated they become with bitcoin (itself uncorrelated to traditional assets), the stronger the diversification play.
