Practical analysis for investment professionals

Bitcoin


Crypto’s Unanswered Question: At What Price?

How do you make buy and sell decisions with cryptoassets? The answer remains elusive.

Book Review: The Power of Money

Paul Sheard explains what money is and how governments, commercial banks, and central banks create it and influence its creation.

Decoding the Crypto Mindset with NLP: Bitcoin, Reddit, and FTX

How does crypto investors' reliance on social media drive crypto market behavior?

Bitcoin Mining and Local Stock Market Performance Correlations

Is there a relationship between where bitcoin is mined and how the performance of the local equity markets correlates with bitcoin prices?

FTX: Crypto Is the Cure, Not the Cause

The FTX fiasco has more to do with fractional reserve banking than it does with crypto.

The Alchemist’s Paradox, Central Bank Sovereignty, and the Fate of Crypto

“It is difficult not to marvel at the imagination which was implicit in this gargantuan insanity. If there must be madness something may be said for having it on a heroic scale.” -- John Kenneth Galbraith

How Do Cryptocurrencies Correlate with Traditional Asset Classes?

The crypto market’s recent gyrations necessitate a fresh look at the evolving relationships between crypto and traditional asset classes.

Valuing Digital Assets with TradFi Tools: Three Methods

Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.

Book Review: The Future of Money

Eswar S. Prasad provides an interesting and insightful exposition on the shifting landscape from traditional paper notes to digital currencies.



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