Crypto Long & Short
Every Sunday
Insights, news and analysis for the professional investor.
Who Bought $1.6B in Bitcoin Wednesday, and Why?
It’s an eerie coincidence that a trade of this size happened on exchanges with ties to Chinese customers during a week beset by that country’s capital market woes.
Oct 10, 2021
It’s a Multi-Chain World, Bitcoin Just Dominates It
The original blockchain still reigns, but neither Bitcoin nor its closest competitor, Ethereum, can count on becoming the only game in town any time soon.
Oct 3, 2021
How Investors Warmed to Chinese Blockchain Builder Red Date
Executives from Saudi Aramco and early FTX backer Kenetic Capital explain how they got comfortable with the Blockchain Service Network developer despite its Beijing ties.
Sep 26, 2021
How the Prediction Markets Are Wagering on Canada’s Election
The odds favor a Trudeau reelection but not a Liberal majority, according to prices on blockchain-based Polymarket and centralized platform PredictIt.
Sep 19, 2021
DeFi and the 3 Cs
The purely collateral-based type of lending practiced so far in decentralized finance has limitations. Reputation systems may widen the possibilities.
Sep 12, 2021
Crypto Long & Short: The Trouble With Ticker Symbols
Investors are apt to get confused when multiple projects can claim the same ticker without an industry standard for exchanges to assign identifiers.
Sep 5, 2021
Crypto Long & Short: el fin del apalancamiento extremo
Un menor apalancamiento en todo el sistema sugiere que los mercados de criptomonedas, famosos por sus salvajes oscilaciones, podrían volverse un poco más moderados.
Aug 30, 2021
Crypto Long & Short: The End of Extreme Leverage
Lower systemwide leverage suggests the crypto markets, famous for their wild swings, might become a touch tamer.
Aug 30, 2021
Cuando China habló, bitcoin reaccionó. ¿Cuando lo hizo Estados Unidos? No tanto
Días después de que China reiterara medidas drásticas contra el segmento cripto, bitcoin cayó hasta 30%. Estados Unidos, por su parte, parece no ser el centro del universo cripto.
Aug 23, 2021