Practical analysis for investment professionals

cryptoassets


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?

The Six Stages of Asset Bubbles: The Crypto Crash

Investors can protect themselves from the next bubble by recognizing the trajectory that most follow.

Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

Navigating Systemic Risks: Ukraine, Climate, and Crypto

Simon Johnson considers systemic risk today and how we can counteract it.

Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk?

When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.

Crypto Tokens: Does Security Selection Matter? 

What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?

DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance

Campbell Harvey explains why DeFi has such transformative potential.

Crypto Tokens and Crypto Coins: What Drives Performance?

The correlation between volume and price of crypto coins and tokens is negligible no matter how it's measured.

Crypto Mania, Financial Contagion, and the “Goldilocks Zone”

The crypto craze will make for a fascinating case study in the annals of financial history.

2022 US Wealth Management Outlook: All Aboard the Crypto Train?

Almost three quarters of HNWIs worldwide have expressed confidence in crypto.