Another week where institutional momentum continued to build across the board. This against the backdrop of a bitcoin recovery from a short-term dip and breaking through its all time high. Let’s see if December will be magic again and bring us $20,000! In this issue:...
Thursday Threads: May the turkey 🦃 be with you
Happy Thanksgiving everyone, may the turkey be with you. In case you need a break from family, football, or stuffing your face, here is an analysis of the interesting stuff in crypto this week. In this issue: Crypto market data quality, set to improve?On BTC’s rise...
Thursday Threads: This time it’s different
In the 1930s, investor John Templeton said, “The four most dangerous words in investing are: this time it’s different.” At market tops and bottoms, investors tend to use this rationale to justify their emotion-driven decisions. When the term is in widespread...
Thursday Threads: What’s going on in crypto lending?
In this week’s issue: What’s going on in crypto lending?Blockchain and global warmingMore signs of growthWho else is turning to bitcoin? Top story China Construction Bank (CCB) to raise up to $3B from an offshore blockchain-based bond. The tokens will be listed on...
Thursday Threads: Mapping the Institutional Crypto Infrastructure Landscape
Highlights of this week’s rundown: The Digital Asset’s institutional crypto infrastructure market mapCapital Markets influencers are coming around to BTCNotes from Multicoin’s fireside chat with Ribbit Capital’s Micky Malka Top story The top story this week goes to...
Thursday Threads: The Swell is Building
The Swell is Building The big weeks are building up... BTC flirted with $14K, JPMorgan has gone live with DLT-based payments infrastructure...on top of PayPal entering the space, corporate treasury investment in BTC, and more. Will it grow into the swell we have been...
Thursday Threads: Fireworks
Fireworks There are so many signs that something is brewing, it is hard to keep up! PayPal wins head and shoulders biggest news story this week — year, according to Mike Novogratz. This PayPal news is the biggest news of the year in crypto. All banks will now be on a...
Thursday Threads: Mega Trends That Will Drive Digital Asset Adoption
In this issue Mega Trends That Will Drive Digital Asset AdoptionSummary of this week’s top stories and why they matterDigest of “food for thought” top picks and some observations Any views expressed are my own and do not represent the views of my employer. Mega Trends...
Thursday Threads: Redefining Crypto as an Asset Class
In this issue Redefining Crypto as an Asset ClassIn case you missed it: summary of the top stories + “food for thought” top picks Any views expressed are my own and do not represent the views of my employer. Redefining Crypto as an Asset Class TL;DR: Many agree...
Thursday Threads: Why investment bankers should start paying attention to digital assets
In this issue Why investment bankers should start paying attention to digital assetsIn case you missed it: summary of the top stories & “food for thought” top picks Any views expressed are my own and do not represent the views of my employer. Why investment...