TradFi bank analystDo not rush in for Silvergate (SI)Silvergate, the crypto friendly bank just announced some preliminary Q4 numbers. This has triggered a massive selloff (-40% pre-market) in…Jan 5, 2023Jan 5, 2023
TradFi bank analystWhat’s going on with Genesis Trading , Digital Currency Group and Grayscale Bitcoin TrustMy best guess how things will play outJan 3, 2023Jan 3, 2023
TradFi bank analystinCoinmonksRevisiting Bitcoin and Ethereum’s valuationDuring 2020–2022 crypto cycle, the BTC and ETH prices are driven more by valuation multiple expansion than adoption growth. And from equity…Jun 13, 20221Jun 13, 20221
TradFi bank analystThe paradox of Metaverse land saleIs selling digital land a good strategy? What are you getting into when you buy digital land?Jun 7, 2022Jun 7, 2022
TradFi bank analystHow to valuate ETH as a bond (20220607 update)In Arthur Hayes’ Five Ducking Digits he proposes a framework to valuate ETH as a bond post the Merge. This article offers an update of that…Jun 7, 2022Jun 7, 2022
TradFi bank analystWhy everybody in crypto should read Howard Marks of Oaktree CapitalHoward Marks is a typical fundamental driven investors in that he looks at fundamental economic trends, corporate development, competitive…May 31, 20221May 31, 20221