A little over a decade has passed since the 2008 global financial crisis, and central banks continue to apply unconventional monetary policy tools in their effort to maintain economic stability amid slowing growth. Quantitative easing (QE) alongside a now all-too-common
Recession alarms have yet to fully go off, but stagnation warning signs are coming to the forefront on the back of heightened financial instrument risks, potentially affecting the economic health of advanced and emerging markets alike. The many intertwined moving
Adding bitcoin to a global 60/40 portfolio can improve the risk-return profile Bitcoin has increasingly been drawing attention from the investment community over the past few years. While the cryptocurrency has successfully bagged illustrious headlines such as “best-performing asset of the year”, those
Since the launch of Bitcoin in 2009, cryptocurrencies and the underlying blockchain technology have made great strides, resulting in significant investor interest. Still, the technologies are not well understood and the investment landscape remains underexplored. In this Mindscope, we investigate
In maart dit jaar publiceerde de Nederlandse Researcher @100trillionUSD het, ondertussen baanbrekende, rapport “Modeling Bitcoin’s Value with Scarcity”. Dit onderzoek gaat in op de relatie tussen de prijs en schaarste (stock to flow) bij Bitcoin. Wat is er zo speciaal
The stock-to-flow approach originating in commodity-market analysis serves to quantify the “hardness” of an asset. Applied to Bitcoin, an unusually strong correlation emerges between the market value of this cryptocurrency and the ratio between existing stockpiles of Bitcoin (“stock”) and
Society is roughly equal parts positive, negative and neutral about the future value and use of cryptocurrencies for both investing and spending online. While a clear crypto ‘type’ exists, every-day relevance and demonstrated benefits will be key to turning the
In August 2019, Bitcoin struggled to remain above $10,000 as its price fluctuated within a $9400-12,000 range. Monthly altcoin volumes were near all-time lows and the market dominance of Bitcoin approached its 70% tipping point. The Libra turmoil continues with
Bitwise Asset Management – Presentation to the U.S. Securities and Exchange Commission The Real Bitcoin Market Market Manipulation Custody Valuation
In July 2019, Bitcoin fluctuated around its USD 10,000 resistance with altcoins lagging, as illustrated by both lower volumes on mid and small-cap altcoins and the Bitcoin dominance waiting at high historical levels. This possibly illustrates that in a period
Financial crises are becoming more common and global. The below chart from Goldman Sachs identifies a long list of large drawdowns across US, European, and Asian equity markets over the last sixty years, showing just how devastating their effects can
Trends, Average Creation Costs, Electricity Consumption & Sources The Bitcoin mining industry is opaque, mysterious and misunderstood, but the health of the network supporting Bitcoin through mining is critical—vital actually—to the protocol. There is a lot of talk about investing
Behind the hype, speculation, and public imagination that has gripped this emerging asset class there are fundamentals: Indicators which offer essential insights to the market dynamics, investment patterns and overall development of these exciting new technologies. At CoinShares Research, we
More Than a Third of U.S. Investors Are Interested in Bitcoin: Contrary to the belief that Bitcoin is a niche investment only attractive to a small portion of the investment community, the survey found that more than a third (36%)
The validation process of Bitcoin’s blockchain requires vast amounts of electricity. We demonstrate a methodology for estimating the associated carbon footprint based on IPO filings of major hardware manufacturers, insights on mining facility operations, mining pool compositions, and localization of
In April 2018, we published our most-downloaded article ever, “Yes. It’s a Bubble. So What?” Our key purpose was not to make the observation that “Yes, it’s a bubble,” but to offer a formal definition of bubble, which is perhaps
Viewpoint The exponential rise and volatility in the price of Bitcoin has heightened investor interest in cryptocurrencies and crypto assets. These assets have attracted a growing number of investors but also have been used to facilitate a wide range of
"Only when the tide goes out do you discover who's been swimming naked." This quote is attributed to star investor Warren Buffett, who has experienced a multitude of economic cycles. The ebb did indeed set in this crypto winter, and
Policymaking circles are debating the pros and cons of making central bank digital currencies (CBDCs) available to the general public. While they debate the issues at stake, central bankers need to understand that maintaining the status quo is unlikely to
There is a gap in the regulation of crypto-assets that Congress needs to fix. The gap is contributing to fraud and weak investor protection in the distribution and trading of crypto-assets. Better regulation will benefit crypto investors, further the development
BOSTON, May 2, 2019 – Institutional investors are finding appeal in digital assets and many are looking to invest more in digital assets over the next five years, according to new research from Fidelity Investments®. According to the survey, about
Uncommon truths In a perfect world, bubbles would not happen. But humans are not perfect and our economies are inherently unstable. Debt plays an important role in bubbles and waves of credit have been rolling across the globe; China being
When digital currencies act as safe-havens, we can’t help but think markets might be having a moment of madness. In Europe, comments from Salvini hurt the BTP market at a time when risk assets were already under some pressure. In
This inaugural study examining the global cryptoasset regulatory landscape goes a long way towards fulfilling the core mission of the Cambridge Centre for Alterative Finance: informing the operationalisation of technology-enabled financial innovation. Harvesting the potential benefits of innovation in financial
Institutional investors are finding appeal in digital assets and many are looking to invest more in digital assets over the next five years, according to new research from Fidelity Investments®. According to the survey, about 22% of institutional investors already
Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM
Zo was het vorig jaar! #aftermovie #AssetAllocationAwards
https://vimeo.com/321963939
Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG
The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA
