Bitcoin’s detractors often refer to it as a speculative asset. This is partially true – an investment in bitcoin involves a speculation on an inherently uncertain future. But the connotation … More Embracing Speculation: High-probability potential in a speculative world
Bitcoin is in the process of monetisation whereby people adopt a digital, decentralised, global, censorship resistant store of value. Historically adoption cycles have centred on the halving, with an accumulation … More Learning Bitcoin’s Golden Language – Adoption cycles will persist post 2021
In part 1 I described the major differences between bitcoin and Ethereum and in part 2 I spoken about the protocol uncertainty in ethereum’s future vs. bitcoin’s ossifying protocol. In … More BTC vs. ETH PART 3: Investment Thesis
Posted on 30 Oct, updated in Nov I expect that bitcoin will a new record high, surpassing the December 2017 high, before Q2 2021, perhaps sooner. All Time Highs (ATHs) … More Preparation for bitcoin All Time Highs
Since the August 14 Bitcoin Bulletin “Accumulation Phase Intact”, bitcoin has gained by 10.6% from $11,770 to $13,019. The data I’m looking at suggests we’re firmly in the accumulation phase … More Bitcoin Bulletin: All aboard the train
Dear new bitcoiner (useful for all HODLers), Congrats on dipping your toes into the bitcoin waters. Bitcoin has the potential to generate significant benefits for you, your family and your … More Contextualizing historical bitcoin volatility: Expect 30-40% drawdowns during bull-markets
BTC vs. ETH Part 1: Basic Differences between bitcoin & Ethereum I’m often asked, “why bitcoin?”, “why not ethereum?” and “what about diversification into cryptocurrencies?” There’s a lot that can … More Bitcoin, Ethereum or Crypto?
TLDR: Emergent crypto banks offer an attractive opportunity, which highlights the innovative potential of crypto vs. ridiculously low rates and high fees in traditional banking. Obviously, crypto yields don’t come … More Crypto Banking: Yield, Opportunity and Risks
I’m often asked, “how much crypto should I hold?” Difficult question to answer. It depends on your conviction in the asset class. One thing is clear in my mind, if … More Bitcoin is a no-Brainer Allocation | Get off zero!
This is a research piece on the bitcoin arbitrage opportunity between South African exchanges and global exchanges. It’s not relevant for non-South African readers. Concept Bitcoin (BTC) is purchased through … More Bitcoin Bulletin: Arbitrage opportunity on ZAR-USD bitcoin spread