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Tag Archives: Bitcoin

XRP and Ripple

“XRP Recently in Green, But Outsized Risks Prevail. XRP’s recent rally is unlikely to endure, in our view. Ripple’s litigation risks and the prospect of XRP being classified as a security were largely ignored over the past three months as XRP staved off the effects of the broader crypto-price collapse. This stalling has helped to…

Libra: The End of the State Money Monopoly?

“Money is an honest ledger that individuals use to keep track of real wealth, defined as productive assets. Sorry Facebook but real wealth doesn’t include ‘bank deposits and short-term government securities. That said, thank you Facebook for widening the conversation about what money really is. That is a true service to society. Libra is the…

In Case You Were Sleeping: Facebook Edition

“In an age of unlimited fiat currency printing, all value flows to scarce assets – and Bitcoin is the scarcest liquid asset in history.” Robert Breedlove Key Takeaways Bitcoin’s price crossed USD 13,000 on July 10th, and trading volume is up 20% compared to the monthly average year-to-date. All signs indicate that we are firmly…

When the Tide Goes Out…

“Only when the tide goes out do you discover who’s been swimming naked.” Warren Buffett Key Takeaways Bitcoin’s price recovered 63% from its low of $3,125 in December. JP Morgan, Fidelity, Nasdaq, Goldman Sachs, Swissquote, Vontobel, and Twitter are preparing the drinks and food for guests in preparation of a new bull market. Investors have…

Gold and Bitcoin: A Crypto Strategy, also for Institutional Investors

“Digital gold and physical gold make a highly interesting combination as a portfolio. Excess volatility is dampened by gold, while you still can participate in much of Bitcoin’s optionality.” Mark Valek Key Takeaways Practical problems and structural hurdles have so far prevented most institutional investors from entering the crypto asset arena. A generally low level…

Quarterly Review Q4 2018: Crypto Winter Edition

“The idea of having an alternative to traditional fiat money is attractive, especially today, when major currencies’ savings value is in jeopardy and the trust they require to work is declining. Central banks are no longer focused on their duty to protect money’s value and have instead bowed to the pressure spendthrift governments have put…

Quarterly Review Q3 2018: Cell Phone Theft Edition

Satoshi’s vision is very much alive. Nobody wants to miss out on the journey even though it is going to be one hell of a ride. A Heist With Perfect Timing Hindsight is an incredible thing. We now know that a Bitcoin investor could have easily sold back in January 2018 when the price was…

The Network Effect As a Valuation Methodology

“… ether itself will retain a strong and steady value as a cryptofuel, and as a store of value for Ethereum-based security deposits, simply because of the combination of the Ethereum blockchain’s network effect (which actually is a platform network effect, as all contracts on the Ethereum blockchain have a common interface and can trivially…

Advisory Board Meeting Q4

Mark Valek: Welcome to our Advisory Board Crypto Research Report of the fourth quarter. A lot has been going on and we are very happy to have all of you here again to talk about some of the developments. Pricewise, cryptocurrency markets are generally still on the weaker side, we have been experiencing a bear…

Bubble or Hyperdeflation?

Since December, Bitcoin’s price dropped 69 % from a high of $19,224 to a low of $5,920 in early February.[1] The last time Bitcoin’s price plummeted this much was after the 2013 rally when it reached $1,000 per coin for the first time. During a 411-day correction, Bitcoin’s price dropped 87% from $1,163 on November 30,…

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