Noelle Acheson ponders what regulators have been up to, bitcoin on the Ethereum blockchain, mining diversity and more.
Crypto Long & Short: The Surprisingly Sunny Outlook for Crypto Hedge Funds
Bitcoin returns are beating crypto hedge funds, but other recent developments point to more favorable tailwinds for those funds in the long term.
Crypto Long & Short: 51% Attacks and Open-Source Value
Ethereum Classic’s recent 51% attacks highlight the value of large open-source networks such as Bitcoin and Eth – it’s about more than hashrate.
Crypto Long & Short: Does Decentralization Create Value or Destroy It?
This week, bitcoin rallied past $11,000 and value in DeFi climbed toward $4 billion. But what’s the point of crypto if regular markets are just as volatile?
Crypto Long & Short: Where Fintech Ends and Crypto Begins
Parts of fintech may be embracing crypto, but Noelle Acheson argues that doesn’t mean crypto is fintech – it’s more than that.
Crypto Long & Short: Why the Twitter Hack Was Good for Bitcoin (and It’s Not the Media Attention)
Yes, the Twitter hack was basically a giant bitcoin scam. But the fallout is showing the world the strengths of cryptocurrency and decentralization.
Crypto Long & Short: Dogecoin, Market Manipulation and the Downside of a Coinbase IPO
Noelle Acheson explains how the dogecoin rise exemplifies the creative destruction underway in markets, and what a potential Coinbase listing could mean for the development of crypto.
Crypto Long & Short: What Trends in Volatility Could Mean for Bitcoin
Bitcoin’s investment narrative is evolving as the role of volatility is changing in both crypto and traditional markets.
Crypto Long & Short: What Changed My Mind About Bitcoin Narratives
Is bitcoin having a good year or not? As an industry, we need to work on honing our understanding of the many narratives, and how they can influence value.
Crypto Long & Short: Cryptocurrency Markets May Be Decentralized, But They’re Still Accountable
One overlooked aspect of crypto markets is that transparency and choice holds participants accountable in ways traditional markets have not experienced.
Crypto Long & Short: Bitcoin’s Quiet Progress Is Pointing Toward a Better Future
Noelle Acheson compares the soaring rhetoric of JP Barlow’s Declaration of Independence of Cyberspace with the quiet innovation of Satoshi’s bitcoin.
Crypto Long & Short: The Emergence of Prime Brokers Adds Resilience but Also Risk
Coinbase, BitGo and Genesis all have strong growth trajectories and balance sheets. But with that stability comes a certain degree of centralization.
Crypto Long & Short: Innovation Cycles, Crypto Venture Funds and Institutional Investors
With so much attention on institutional involvement in crypto asset markets, we overlook that they are already here through VC investments – less fast-paced, perhaps, but important to keep an eye on for what they reveal about cycles.
Crypto Long & Short: Mining Derivatives Point to Growing Sophistication
Noelle Acheson picks apart trends in global interest and trust in crypto asset technology, and revisits the growing financialization of bitcoin mining.
Crypto Long & Short: Why Bitcoin’s Big Rally Is a Sign of Its Economic Resilience
Bitcoin’s underlying technology and monetary system make it one of the few investable assets that is immune to the economic fluctuations we have ahead.
Crypto Long & Short: How Oil Going Negative Could Open the Door for Bitcoin ETFs
The economic repercussions of oil going negative are staggering. Also compelling is what it says about biases in the bitcoin market.
Crypto Long & Short: The Battle of the Yields
What does the current crisis mean for the value of actual cash, and how does it stack up to assets like bitcoin and gold?
Crypto Long & Short: DeFi and Traditional Finance Are Forming an Unlikely Friendship
Many believe DeFi is the future of finance, unleashing efficiencies and creating a more transparent framework. Others find the idea terrifying.
Is Bitcoin More Like Gold or Equities?
Bitcoin markets have behaved a lot more like equities than gold during recent market swings. But widen the time frame, and things start to look shinier.