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alpha

Heap of golden bitcoins backgroundBinance

Bitcoin: The Key Factor For $100,000 Vs. Noise

Summary Anything that facilitates its institutional adoption as store of value is key. Mining delays, adoption as currency, Elon’s tweets are noise. Regulation will hasten bitcoin’s entry into institutional Click here to view full article
cinerama
August 3, 2021
Binance

The Short And Long-Term Bull Cases For Ethereum

OVERVIEW Thesis Long term: sustainable growth, huge TAM, superior products, scale economics shared, underappreciated due to complexity, and mispriced as a "young bitcoin". Short term: Upcoming gross supply/demand mismatch Click here to view full article
cinerama
August 2, 2021
Binance

Monopolies with Growth: Ethereum

This report originally began as a slide deck. If you’d prefer it in that (far messier) format, here we are: There is already copious Ethereum literature out there; my Click here to view full article
cinerama
July 31, 2021
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Fintech Focus For July 26, 2021

Quote To Start The Day: "You can’t depend on your eyes when your imagination is out of focus.” Source: Mark Twain One Big Thing In Fintech: Crypto exchange Binance Click here to view full article
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July 25, 2021
What to do when life starts closing in on you?Binance

Bitcoin’s Walls Are Closing In

Summary CCP China’s closing mining operations isn’t about “climate”; it’s about control of the Chinese people and economy. Sovereign control of currency is a fundamental element of sovereign nation-states, Click here to view full article
cinerama
July 22, 2021

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