Executive Summary Central banks and regulators have fueled debt growth, leading to potential economic instability; Bitcoin offers a hedge against risks. Bitcoin’s predictive nature and self-custody capabilities make it an attractive investment for protection against lurking financial threats. Grayscale Bitcoin Trust provides a related, alternative investment option for traditional investors seeking exposure to Bitcoin without… Read More Banking Blunders, Fed Follies, and the Bitcoin Beacon: An Alternative Path for Investors

In a world where cryptocurrencies and digital assets are in turmoil, the US Securities and Exchange Commission (SEC) is locked in an internal battle. It’s the Wild West of crypto, where disagreements within the Commission tear at the very fabric of regulation. The Coinbase blog post reveals the twisted plot – there ain’t no consensus… Read More Crypto Blunders: SEC Showdown and the UK’s Rise

Several analysts have pointed out that Tesla has a demand issue. However Musk downplayed the problems in the earnings call. The company is seeing strong demand for its products and has seen the highest orders year-to-date in its history. Orders are currently almost twice the rate of production. Despite a contraction in the automotive market… Read More Tesla Demand Problems: Quick Takes

In my opinion, the crypto market and the stock market will behave differently in the coming economic recession. While the Federal Reserve’s monetary policy will have an impact on both markets, crypto will be highly sensitive to it, while stocks will be more affected by the economic cycle. The crypto market is a relatively new… Read More Navigating the Market in Tough Times: Why Crypto and Stocks Will Behave Differently

(Photo credit: Ehud Neuhaus) I don’t think so. Why? Inflation has several causes, and different factors have different weights at different times. Production capacity, production utilization, energy costs, productivity, and monetary cycle play a big role. Some of these are interdependent, and sometimes they work reflexively. In some ways, the current macro backdrop is very… Read More Is inflation going to crash the stock market?

Summary Illumina and its short reading technology pushed the sequencing costs down during the last decade. Long reads and artificial intelligence are improving the sequencing and will likely keep driving the costs lower. Several companies are building business models around these technological improvements. The past decades brought us the foundational work that will enable significant… Read More The Brave New Genomic World

(Photo credit: BTC Keychain) The Gamestop debacle showed us a couple of things. First, intermediaries in our centralized financial system might have been cheating. The number of short positions in Gamestop suggests that funds and brokers have been practicing naked short-selling. Meaning that they haven’t been selling loaned shares, instead, they’ve been selling shares that… Read More The WSB storm opened the door to mainstream decentralized finance (DeFi)

Photo credit: Mike Mozart The GameStop episode is not about valuation. It is about supply and demand. With 130% short interest and what seems to be a volume of puts issued way bigger than the available float, it seems like a bad case of an overcrowded trade that got squeezed. Therefore, it makes no sense… Read More Quick thoughts on the GameStop debacle

The monetary architecture that rules the world is one of the most important pillars of US dominance. And the US dollar is one of its most important tools. The reserve currency of the world has allowed the use of policies not permitted to other countries. The privilege of issuing currency to stimulate the economy, while… Read More Bitcoin is a threat to the US dominance