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TradFi bank analyst

TradFi bank analyst

Do 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, 2023

Jan 5, 2023

TradFi bank analyst

What’s going on with Genesis Trading , Digital Currency Group and Grayscale Bitcoin Trust

My best guess how things will play out

Jan 3, 2023

Jan 3, 2023

TradFi bank analyst
in
Coinmonks

Revisiting Bitcoin and Ethereum’s valuation

During 2020–2022 crypto cycle, the BTC and ETH prices are driven more by valuation multiple expansion than adoption growth. And from equity…

Jun 13, 2022

Revisiting Bitcoin and Ethereum’s valuation

Jun 13, 2022

TradFi bank analyst

The paradox of Metaverse land sale

Is selling digital land a good strategy? What are you getting into when you buy digital land?

Jun 7, 2022

Jun 7, 2022

TradFi bank analyst

How 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, 2022

How to valuate ETH as a bond (20220607 update)

Jun 7, 2022

TradFi bank analyst

Why everybody in crypto should read Howard Marks of Oaktree Capital

Howard Marks is a typical fundamental driven investors in that he looks at fundamental economic trends, corporate development, competitive…

May 31, 2022

May 31, 2022

TradFi bank analyst

CRV(Curve.fi) valuation — the unwinding case

2022.5.30

May 30, 2022

CRV(Curve.fi) valuation — the unwinding case

May 30, 2022

TradFi bank analyst

TradFi bank analyst

tradfi bank analyst | antifragility practioner | believe in financial literacy &cross-disciplinary learning Twitter @mishleeee

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