Crypto Long & Short

Bitcoin

Crypto Long & Short: How Bitcoin Correlations Drive the Narrative

Noelle Acheson dives into the role of correlation in bitcoin’s narrative and what investor activism coming to crypto could mean for the industry.

Markets  ·  13 September 2020
Newsletters

Crypto Long & Short: What Investors Get Wrong About Volatility (and Not Just for Crypto)

Many investors conflate volatility with risk, a fundamental error that says more about our collective psychology than it does about portfolio management.

Markets  ·  6 September 2020
Regulation

Crypto Long & Short: What Changes at the Fed and the SEC Mean for Crypto

Chairman Powell’s speech on Thursday highlighted how much the Fed’s role is changing, and that's an opportunity for the crypto industry.

Policy & regulation  ·  30 August 2020
Regulation

Crypto Long & Short: What Are Regulators Thinking?

Noelle Acheson ponders what regulators have been up to, bitcoin on the Ethereum blockchain, mining diversity and more.

Policy & regulation  ·  23 August 2020
Bitcoin

Crypto Long & Short: The Surprisingly Sunny Outlook for Crypto Hedge Funds

Bitcoin returns are beating crypto hedge funds, but other recent developments point to more favorable tailwinds for those funds in the long term.

Markets  ·  16 August 2020
Ethereum Classic

Crypto Long & Short: 51% Attacks and Open-Source Value

Ethereum Classic's recent 51% attacks highlight the value of large open-source networks such as Bitcoin and Eth – it’s about more than hashrate.

Markets  ·  9 August 2020
DeFi

Crypto Long & Short: Does Decentralization Create Value or Destroy It?

This week, bitcoin rallied past $11,000 and value in DeFi climbed toward $4 billion. But what's the point of crypto if regular markets are just as volatile?

Markets  ·  2 August 2020
Fintech

Crypto Long & Short: Where Fintech Ends and Crypto Begins

Parts of fintech may be embracing crypto, but Noelle Acheson argues that doesn’t mean crypto is fintech – it’s more than that.

Business  ·  27 July 2020
Bitcoin

Crypto Long & Short: Why the Twitter Hack Was Good for Bitcoin (and It’s Not the Media Attention)

Yes, the Twitter hack was basically a giant bitcoin scam. But the fallout is showing the world the strengths of cryptocurrency and decentralization.

Markets  ·  19 July 2020
Coinbase

Crypto Long & Short: Dogecoin, Market Manipulation and the Downside of a Coinbase IPO

Noelle Acheson explains how the dogecoin rise exemplifies the creative destruction underway in markets, and what a potential Coinbase listing could mean for the development of crypto.

Markets  ·  12 July 2020
Bitcoin

Crypto Long & Short: What Trends in Volatility Could Mean for Bitcoin

Bitcoin’s investment narrative is evolving as the role of volatility is changing in both crypto and traditional markets.

Markets  ·  29 June 2020
Bitcoin

Crypto Long & Short: What Changed My Mind About Bitcoin Narratives

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.

Markets  ·  21 June 2020
Exchanges

Crypto Long & Short: Cryptocurrency Markets May Be Decentralized but They’re Still Accountable

One overlooked aspect of crypto markets is that transparency and choice holds participants accountable in ways traditional markets have not experienced.

Markets  ·  14 June 2020
Bitcoin

Crypto Long & Short: Bitcoin’s Quiet Progress Is Pointing Toward a Better Future

Noelle Acheson compares the soaring rhetoric of JP Barlow’s Declaration of Independence of Cyberspace with the quiet innovation of Satoshi’s bitcoin.

Tech  ·  7 June 2020
Newsletters

Crypto Long & Short: The Emergence of Prime Brokers Adds Resilience but Also Risk

Coinbase, BitGo and Genesis all have strong growth trajectories and balance sheets. But with that stability comes a certain degree of centralization.

Markets  ·  1 June 2020