2020 Crypto Macro Trends – Part 1: Evolving Regulatory Landscape

All eyes are on the prices of crypto assets. After the crypto markets rally in 2017, with Bitcoin going from a low of $777 to a high of $19497, the past two years have been marked with down- and sideways markets. But what’s happening in crypto besides wild price action? Read our outlook for the years ahead.

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Cryptocurrency Investment Theses – Part 2: Bitcoin is Internet Money

Warren Buffett correctly identified there is no cash flow from holding Bitcoin1. Therefore, buying Bitcoin cannot be classified as an investment. Others have called Bitcoin a pyramid scheme or outright the biggest price bubble the world has ever seen.2

In this series titled Cryptocurrency Investment Theses, I want to explore why I believe Bitcoin and other cryptocurrencies will continue to generate and capture value.

Read more »Cryptocurrency Investment Theses – Part 2: Bitcoin is Internet Money