Crypto Long & Short
Summary TLDR: Valuation metrics for technology companies depend on a Bitcoin price of $70,000 to $100,000, which is reasonable considering current momentum. However, execution risk at…
Summary TLDR: Bitcoin technology uses cryptography for tokenization on blockchain, allowing digital representation of various assets. SEC approval of Bitcoin ETFs has increased legitimacy, leading to…
Summary TLDR: The article compares Bitcoin derivatives with Ethereum’s and suggests a potential opportunity for investment post-halving. Key Points 1. Bitcoin derivatives and Ethereum’s derivatives show…
Summary TLDR: Crypto market microstructure has always been a challenge, with issues like fragmented liquidity and supply/demand disparities. These legacy challenges are becoming more addressable as…
Summary TLDR: Instead of worrying about missing out, digital asset investors should focus on believing in the transformative potential of blockchain technology. A diversified portfolio and…
Summary Ondo Finance completed a $95 million reallocation of its tokenized short-term bond fund to BUIDL through Securitize, leading to increased capital flows and activity in…
Summary Digital asset networks are being used as the foundation for distributing financial services, such as tokenized gold. The success of these networks should be measured…
Summary TLDR: Futarchy is a governance system where decisions are based on prediction markets, which determine policy outcomes. Combinatorial prediction markets allow for more complex decision-making…
Summary TLDR: Institutional quant hedge funds are now applying advanced algorithms and data analytics to crypto markets to generate methodical returns, similar to what they have…
Summary Crypto ecosystem has various applications but most are still in early stages or niche markets. To become mainstream, more real-world uses that impact everyday lives…