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.
One overlooked aspect of crypto markets is that transparency and choice holds participants accountable in ways traditional markets have not experienced.
Bitcoin’s investment narrative is evolving as the role of volatility is changing in both crypto and traditional markets.
Noelle Acheson compares the soaring rhetoric of JP Barlow’s Declaration of Independence of Cyberspace with the quiet innovation of Satoshi’s bitcoin.
Coinbase, BitGo and Genesis all have strong growth trajectories and balance sheets. But with that stability comes a certain degree of centralization.
With so much attention on institutional involvement in crypto asset markets, we overlook they are already here through VC investments – less fast-paced, perhaps, but important to keep an eye on for what they reveal about cycles.
