Latest from Alexandra Levis
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.
Crypto Long & Short: Protecting the people building DeFi infrastructure
In this week’s Crypto Long & Short Newsletter, Jennifer Rosenthal writes on the need to protect the people actually building DeFi infrastructure. Then, Alexis Sirkia comments on how Ethereum's L2 strategy is failing due to a fundamental design flaw.
Crypto Long & Short: Fighting fraud in the digital age: why state-led identity is the future
In this week’s Crypto Long & Short Newsletter, Tricia Gallagher writes how the fix for broken digital identity systems will need to be state-led and user-controlled.
Crypto Long & Short: Asia’s digital asset crackdown: accountability gets personal
In this week’s Crypto Long & Short Newsletter, Bob Williams covers how stricter crypto regulations in Asia are putting more personal responsibility on senior leaders, making strong governance and D&O insurance essential. Then, the TBI’s Haidy Grigsby writes on how crypto scams are increasingly targeting experienced investors by building trust and tricking them into making larger deposits until their money is gone.
Crypto Long & Short: Governance is the real Layer 1
In this week’s Crypto Long & Short Newsletter, Nilmini Rubin writes on the challenge facing crypto and traditional markets to create a hybrid, shared governance structure. Then, Meredith Fitzpatrick covers how financial institutions must fundamentally rethink AML risk as crypto and TradFi converge.
Crypto Long & Short: Prediction Markets Don’t Just Forecast Power - They Reshape It
In this week’s Crypto Long & Short Newsletter, Ryan Kirkley writes on how crypto prediction markets can risk incentivizing manipulation and amplify misinformation at scale.
Crypto Long & Short: When price stops working, yield starts mattering
In this week’s Crypto Long & Short Newsletter, Ruchir Gupta writes on how we’re moving toward a true fixed-income market for crypto-native yield. Then, Clara García Prieto on bitcoin becoming mainstream collateral, but most are not prepared for its risks.
