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Despite crypto winter, Digital Asset projects are still thriving

Despite crypto winter, Digital Asset projects are still thriving

🕔14:06, 10.Mar 2023

The Digital Assets industry was under pressure through 2022 with Cryptocurrency prices correcting sharply, as tighter global financial conditions impacted capital markets. The Digital Assets ecosystem is certainly used to a great deal of volatility, and the implosions of the

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The Bitcoin Monthly: New Year, New Market Dynamics

The Bitcoin Monthly: New Year, New Market Dynamics

🕔16:48, 7.Feb 2023

In the fourth quarter, bitcoin found strong support at its investor cost basis, then broke out above its total market cost basis and its 200-day moving average …

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Applying Machine Learning Portfolio Modeling to Bitcoin

Applying Machine Learning Portfolio Modeling to Bitcoin

🕔13:07, 6.Feb 2023

New Modeling Techniques to Evaluate Bitcoin in a Multi-Asset Class Portfolio Introduction Investors considering whether to add bitcoin to their multi-asset class portfolio face the challenge of how to think about both the impact of a bitcoin allocation and how

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Alternatives under the microscope 2022

Alternatives under the microscope 2022

🕔16:05, 23.Jan 2023

Most assets struggled in 2022. Among alternatives, commodity related categories were at the top of asset rankings (again), while cryptocurrencies and private equity were at the bottom. We expect falling inflation to pave the way for better outcomes …

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The End of the Affair

The End of the Affair

🕔14:13, 11.Jan 2023

The affair with the market catalysts of the last decade is over now, and a new era of investing begins. It was nice while it lasted. The tattered posters on the cover show the remnants of some equity market catalysts

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Dollars Ex Machina

Dollars Ex Machina

🕔16:35, 4.Jan 2023

In late 2016, we were approached by a brilliant entrepreneur with an interesting investment opportunity. We mask the full details here to protect anonymity but believe us when we say this person has a knack for being incredibly early to

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Decoding what it means to be truly decentralized.

Decoding what it means to be truly decentralized.

🕔14:32, 19.Dec 2022

Market drawdowns are often accompanied by feelings of doubt, uncertainty, and ambiguity of forward expectations. While no one has a crystal ball, we can use the information available to us to make our best estimations and probabilistic assumptions of what

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The fall of FTX

The fall of FTX

🕔10:21, 19.Dec 2022

In our view, FTX’s insolvency is one of the most damaging events—worse than the 2014 Mt. Gox hack—in crypto history. Caused by one of the revered leaders of the industry, this collapse could delay institutional crypto adoption by years and

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Institutional Investor Digital Assets Study: Key Findings

Institutional Investor Digital Assets Study: Key Findings

🕔08:29, 14.Dec 2022

With nearly six in ten institutional investors surveyed (58%) invested in digital assets globally, understanding how investors are engaging with the ecosystem is increasingly important. These key findings represent just a portion of the insights gleaned from the Fidelity Digital

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Time for a Reset of the Crypto Opportunity

Time for a Reset of the Crypto Opportunity

🕔11:46, 12.Dec 2022

Disruptive behaviour by some should not be allowed to spoil the opportunity in digital ledger technology.  Events of the past few weeks offer a cautionary tale to anyone following the crypto space. Blockchain technology and its resulting cryptoassets were built

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The 2022 Geography of Cryptocurrency Report

The 2022 Geography of Cryptocurrency Report

🕔12:01, 8.Nov 2022

Everything you need to know about crypto adoption around the globe: Our data shows that global adoption has leveled off in the last year after growing consistently since mid-2019. We look at this trend in the chart below, where we

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The longer the base, the more powerful the breakout (or breakdown)

The longer the base, the more powerful the breakout (or breakdown)

🕔12:42, 7.Nov 2022

Long-term holders are trading at a loss proportional to that of previous market cycles, suggesting that, finally, the highest-conviction participants are experiencing …

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Tug of war: bitcoin economics vs. Macroeconomics

Tug of war: bitcoin economics vs. Macroeconomics

🕔11:07, 20.Oct 2022

Bitcoin’s on-chain activity suggests that holding behavior and network fundamentals are much stronger than its current price would suggest. Ethereum’s successful transition to proof-of-stake marks a monumental accomplishment for its ecosystem. An uncertain macro environment continues to weigh heavily on

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September 2022 market recap & outlook

September 2022 market recap & outlook

🕔10:17, 12.Oct 2022

Silver lining: Following on the heels of August, September 2022 trended negatively for …

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Quantifying The Potential Impact Of Bitcoin Mining On Global Methane Emissions

Quantifying The Potential Impact Of Bitcoin Mining On Global Methane Emissions

🕔14:02, 27.Sep 2022

Using Bitcoin mining to combust leaking methane sources can eliminate 5.32% of all global emissions by 2045. This represents 23% of all global methane emissions: more than half the UNEP’s targeted reduction of methane of 45% by 2045. That means

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Valuing Bitcoin

Valuing Bitcoin

🕔14:30, 21.Sep 2022

After investors have learned the basics of bitcoin, they often ask, “how is it possible to own an asset if they are unable to determine what its fair value should be?” Valuation methods vary widely across a variety of assets,

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The Ethereum Merge

The Ethereum Merge

🕔11:31, 19.Sep 2022

What to Expect from the Biggest Protocol Change to the World’s Second-Largest Digital Asset One of the most anticipated events in the history of the digital asset industry is set to take place in September – The Ethereum Merge. This

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Cradle of Innovation

Cradle of Innovation

🕔16:59, 13.Sep 2022

Venture capital plays a leading role in the story of American innovation. Venture capital was instrumental in the birth of legendary Silicon Valley firms such as Apple and Google. Venture-backed firms ushered in the information revolution, cementing America's status as

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Why Bitcoin Is An Essential Part Of Every Esg Fund

Why Bitcoin Is An Essential Part Of Every Esg Fund

🕔15:09, 8.Sep 2022

If you’re a fund manager who is establishing an ESG policy, failure to consider Bitcoin in the mix is tantamount to gross negligence on your ESG obligations. If you’re a private investor, not investing in Bitcoin because it “uses energy”

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All Eyes On The Merge

All Eyes On The Merge

🕔14:25, 6.Sep 2022

The Bitcoin Monthly With futures in backwardation and options open interest at an all-time high, ether is the most hedged asset in the crypto market as it transitions to …

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Bitcoin: Why Environmentalists Need To Relax, It’s Better Than You Think

Bitcoin: Why Environmentalists Need To Relax, It’s Better Than You Think

🕔08:03, 23.Aug 2022

Bitcoin isn’t the great evil we have been led to believe. Until you’ve looked deeply into something, you’re not in a position to judge it, says Daniel Batten.  For as long as I can remember, protecting the environment was my

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7 Renewables Misconceptions

7 Renewables Misconceptions

🕔14:10, 18.Aug 2022

At our ESG fund, as part of our due diligence on Bitcoin Mining, we recently examined the 7 Most common ESG arguments against Bitcoin and found all of them to be untrue. Sometimes, the diametric opposite was the truth.

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Bitcoin Mining Can Prevent Climate Change

Bitcoin Mining Can Prevent Climate Change

🕔12:58, 18.Aug 2022

2022 has changed everything that we in the environmental, social and governance (ESG) sector thought we knew about Bitcoin. We thought it was a net negative for the environment. We could not have been more wrong. It turns out that

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The Renewable Grid Needs Bitcoin Mining

The Renewable Grid Needs Bitcoin Mining

🕔11:28, 17.Aug 2022

The 2 biggest problems with Solar & Wind are that they “don’t match where” and “don’t match when” most customers want it. These two problems lead to a plethora of other problems: curtailment, load balancing, voltage regulation, power wasted in

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New Business Boom and Bust

New Business Boom and Bust

🕔16:50, 30.Jun 2022

An engineer confronted with a problem in a novel environment would be tempted to fashion a specific solution. But studies of the pattern of synaptic connections of children, as well as the emergence of industries, show that the overproduction of

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An Investor’s Guide to Crypto

An Investor’s Guide to Crypto

🕔13:43, 29.Jun 2022

In 2018, it was relatively easy for asset managers to ignore the cryptocurrency space. Bitcoin had crashed, losing over 80% of its value, and the new ecosystem was littered with failed initial coin offerings. It all looked like a fad.

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An Investor’s Guide to Crypto

An Investor’s Guide to Crypto

🕔11:51, 22.Jun 2022

In 2018, it was relatively easy for asset managers to ignore the cryptocurrency space. Bitcoin had crashed, losing over 80% of its value, and the new ecosystem was littered with failed initial coin offerings. It all looked like a fad.

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Bitcoin: Knowledge and Perceptions

Bitcoin: Knowledge and Perceptions

🕔17:04, 8.Jun 2022

Bitcoin was originally created as a currency for the internet, where people could send and receive money without going through a financial institution. In recent years, the dominant narratives surrounding bitcoin have been solely focused on its potential as a

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Central Bank Digital Currency Experiments

Central Bank Digital Currency Experiments

🕔10:02, 31.May 2022

The Bank of Japan (BOJ) currently has no plans to issue central bank digital currency (CBDC), but to ensure the stability and efficiency of settlement systems as a whole, the BOJ regards it …

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Crypto-Assets Activity around the World

Crypto-Assets Activity around the World

🕔16:19, 26.May 2022

On-chain crypto-assets transaction volumes have grown rapidly, particularly during the COVID-19 pandemic. Crypto-assets activity appears to be a global phenomenon, although it still remains modest relative to gross domestic product for most countries. Panel regressions across more than 130 countries

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Crypto and the climate

Crypto and the climate

🕔16:23, 24.May 2022

We live in a world that is increasingly digitalized: most economic transactions and social interactions today occur remotely through the internet. The rapid digitalization of our lives also coincides with the growth of large social media and financial service companies

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Global Etf & Digital Assets Salary Survey 2022

Global Etf & Digital Assets Salary Survey 2022

🕔08:14, 5.May 2022

Since we last did this survey in 2020, there has been a clear salary inflation across the industry, the average salary increasing by 11% and bonuses rising by 10%. In our experience, a lot of the salary inflation is been

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Navigating the volatility: Russia, Ukraine and bitcoin

Navigating the volatility: Russia, Ukraine and bitcoin

🕔17:14, 3.Apr 2022

In the face of these events, Bitcoin outperformed assets like oil, gold and US dollars. After heavy price drops to start 2022, the crypto market stabilised for some time until it was shaken by a sudden spike which saw overall

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The postmodern portfolio

The postmodern portfolio

🕔15:12, 3.Apr 2022

Grayscale Research  Crypto assets are increasingly becoming a key component of The Postmodern Portfolio. This report looks at the investment thesis for crypto assets, and the role they play within a portfolio, through the lens of Modern Portfolio Theory (MPT).

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Why investors need to consider bitcoin separately from other digital assets

Why investors need to consider bitcoin separately from other digital assets

🕔17:29, 4.Mar 2022

Once investors have decided to invest in digital assets, the next question becomes, “Which one?” Of course, bitcoin is the most recognized, first-ever digital asset, but there are hundreds and even thousands of other digital assets in the ecosystem. One

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4263 State Street Digital Digest – January 2022

4263 State Street Digital Digest – January 2022

🕔12:40, 23.Feb 2022

State Street Digital Digest – January 2022 To help us understand the current industry state-of-play around all things digital, State Street recently launched a survey of global institutional investors in partnership with Oxford Economics. The findings, equal parts surprising and

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Why investors need to consider bitcoin separately from other digital assets

Why investors need to consider bitcoin separately from other digital assets

🕔14:23, 16.Feb 2022

Once investors have decided to invest in digital assets, the next question becomes, “Which one?” Of course, bitcoin is the most recognized, first-ever digital asset, but there are hundreds and even thousands of other digital assets in the ecosystem. One

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January market recap

January market recap

🕔09:13, 10.Feb 2022

A broader market sell-off caused market sentiment to weaken substantially in Jan., leading some to think that BTC could break critical support levels and slip into a bear market. Notwithstanding BTC’s underwhelming performance, BTC’s hashrate hit an all-time-high on Jan.

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Why investors need to consider bitcoin separately from other digital assets

Why investors need to consider bitcoin separately from other digital assets

🕔08:05, 3.Feb 2022

Once investors have decided to invest in digital assets, the next question becomes, “Which one?” Of course, bitcoin is the most recognized, first-ever digital asset, but there are hundreds and even thousands of other digital assets in the ecosystem. One

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Alternatives under the microscope

Alternatives under the microscope

🕔15:52, 24.Jan 2022

Some alternative assets performed very well in 2021, especially private equity and Bitcoin. But we think 2022 will be very different with less growth but lots of policy tightening. Hence we expect a convergence of returns but still favour cyclical

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Crypto in review

Crypto in review

🕔12:28, 17.Jan 2022

If 2020 was the The Year of the ₿ull, then 2021 was without a doubt the year crypto went mainstream. Last year, the cryptoasset industry experienced breakthroughs in adoption, regulation, policy, broader infrastructure development, technical upgrades, and on top of

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Bitcoin’s Place in Multi-Asset Portfolios

Bitcoin’s Place in Multi-Asset Portfolios

🕔09:01, 7.Dec 2021

Whether Crypto is the new New World or a glorified Ponzi Scheme is a debate which gets people curiously animated. We deftly sidestep this fracas, and instead focus on how the related instruments could be used from an asset allocation

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Securing Self-Sovereignty

Securing Self-Sovereignty

🕔16:17, 6.Dec 2021

Bitcoin's reputation as the soundest form of money is largely underpinned by its decentralized blockchain network. The network comprises globally distributed computers, known as “nodes,” that connect to each other and are run by anyone in the world with …

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Central Banks Eye Digital Currencies

Central Banks Eye Digital Currencies

🕔09:50, 6.Dec 2021

Understanding CBDCs Digital currencies are increasingly in demand across the globe. Central banks have taken notice and are investigating the creation of their own Central Bank Digital Currencies. In this article, we explain what CBDCs are, why central banks are

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Chi on China

Chi on China

🕔00:20, 27.Oct 2021

China bans Bitcoin, embraces dlt with ESG implications We don't have to sacrifice a strong economy for a healthy environment. Dennis Weaver  SUMMARY China’s renewed crackdown on bitcoin aims at tackling the country’s problems of power shortages, climate control, creeping

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Bitcoin: A Framework for Institutional Investors Considering an Allocation

Bitcoin: A Framework for Institutional Investors Considering an Allocation

🕔15:11, 16.Oct 2021

New research from Fidelity explores bitcoin’s characteristics, potential benefits and risks, and other implementation considerations  KEY TAKEAWAYS We believe bitcoin is an aspiring asset class in a period of price discovery. Like gold, bitcoin is a high-powered, opportunistic hedging asset

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ESG-stimulans is keerzijde van China’s verbod op bitcoin

ESG-stimulans is keerzijde van China’s verbod op bitcoin

🕔08:00, 15.Oct 2021

Sinds mei 2021 treedt China strenger op tegen het verhandelen en mijnen van cryptocurrency’s. China treedt hard op tegen o.a. bitcoin in een poging om problemen als stroomtekorten, klimaatschokken, financiële ontwrichting en de sluipende erosie van zijn soevereiniteit op het

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Digital Assets: From Fringe to Future

Digital Assets: From Fringe to Future

🕔17:07, 22.Sep 2021

In 1998, computer scientist Nicholas Szabo developed a novel, decentralized digital currency called “bit gold” based on a system mathematicians hypothesized nearly a decade prior. The development of this system was a precursor of what we know now as blockchain.2

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Cryptocurrencies May Transform Capital Markets

Cryptocurrencies May Transform Capital Markets

🕔12:34, 10.Sep 2021

Speculation is extraordinary, but so is potential. Whether investors welcome it—or even realize it— cryptocurrency, or crypto, is having an impact on their portfolios. The immense size of the cryptocurrency ecosystem and its disruptive effects are being felt across capital

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Answers to your 5 biggest investment concerns

Answers to your 5 biggest investment concerns

🕔10:24, 5.Aug 2021

Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are

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