I am often accused on being a bitcoin evangelist with nothing negative to say about bitcoin. Well, here is a risk that most people do not think about… Being co-opted … More SM (ed.17): Co-opted by Wall Street – Bitcoin’s Biggest Risk?
Headline crypto markets were flat over the past month, which took me somewhat by surprise so in this months market comment I conduct a brief reflection. TLDR: Derivative markets, Evergrande … More SM Market Review (Sept 2021) Reflection, support and maintenance of fundamental value
In the past we used to write more detailed and opinionated pieces on market conditions. We are veering away from that to a short and succinct monthly market comment. We’ll … More SM Market Review (Aug 2021) 25% undervalued, substantial upside price risks
Traditional investors are confounded by the yields available in crypto. We earn next to nothing on traditional dollars but earn 5%+ on crypto dollars. I can imagine traditional investors look … More SM (ed. 14) Crypto yields are sucking in trad-fi
Stablecoins are an important and revealing innovation. With deep liquidity, lightning-fast settlement, and dramatic user growth these crypto USDs pose important questions for regulators and traditional financial markets. TLDR: Stablecoins … More SM (ed. 13): Stablecoins – bitcoin’s Pandora’s box
No matter if you are bullish or bearish, if you are a value manager or growth, if you focus on fundamentals or quantitative signals, price is still the most important … More Technical Analysis using multiple timeframes – Brian Shannon
Bitcoin and the rest of the crypto ecosystem experienced a hair-raising correction in the past week but I expect the bull-market to continue deeper into 2021. The market structure might … More Bitcoin update: The bull-market is not over
Gold has been under pressure since hitting All Time Highs (ATH) at $2063/oz. in August 2020. Some view the pull-back as a moment to question the investment outlook for the … More Gold Update: Shaking-out weak hands during multi-year bull-market
2020 Sound Money Recap In 2020 we established that “sound money is the challenge and opportunity of our lifetime.” Central banks have pursued aggressively loose monetary policies since the 1970s, … More Sound Money Monthly: (ed. 6) Invest capital into a sound future
2020 has been an unbelievable year. Apart from cementing the importance of relationships and community, bitcoin is the most positive component of a challenging year. 300%+ investment returns are spectacular, … More 2021 bitcoin outlook: Hold onto your hats!