Thursday Threads: December will be magic again

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:...

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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...

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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...

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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...

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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...

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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...

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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...

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