Newsletter

First Mover

First Mover: XRP Just Isn’t Exciting Crypto Traders This Year

It's been a second straight year of disappointment for the XRP token from Ripple, which has stagnated as other big cryptocurrencies have seen big rallies.

Markets  ·  22 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
DeFi

First Mover: Compound Has Been a DeFi Darling. Its New Token Is Priced Accordingly

The frenzy around decentralized lender Compound's new governance token reveals growing excitement for the DeFi space overall.

Markets  ·  17 June 2020
Bitcoin

First Mover: Negative Rates or More Money Printing – Bitcoin May Benefit Either Way

Central bank stimulus – negative interest rates or asset purchases – are just two sides of the same coin that both strengthen the case for bitcoin.

Markets  ·  16 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
First Mover

First Mover: Fed Sees No Inflation Through 2021, but Bitcoiners Are Betting on It Anyway

Bitcoin investors think "it's only a matter of time" before the U.S. experiences rocketing inflation.

Markets  ·  11 June 2020
Bitcoin

First Mover: Bitcoin Bulls Might Get Negative Rates From Central Banks, Just Not the Fed

The Fed may remain intransigent about negative rates, but bitcoin may benefit from other central bankers who are keeping the option firmly on the table.

Markets  ·  10 June 2020
Bitcoin

First Mover: As Bitcoiners Eye Inflation Boost, Wall Street Sees Barely Any for Five Years

Wall Street doesn't think rising inflation is likely right now. Does that remove one of the reasons to invest in bitcoin?

Markets  ·  8 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
0x

First Mover: 0x’s ZRX Token Surged 67% in May to Become Month’s Top Performer

0x's ZRX token was May’s best performing crypto asset, beating bitcoin by a big margin.

Markets  ·  1 June 2020
Bitcoin

Crypto Long & Short: Bitcoin Markets Are Growing Up. Bitcoin Mining Is, Too

There is a notable shift in the style and profile of bitcoin miners, towards more sophisticated structures and financial engineering.

Markets  ·  11 May 2020
Bitcoin

Crypto Long & Short: Why Bitcoin’s Big Rally Is a Sign of Its Economic Resilience

Bitcoin's underlying technology and monetary system make it one of the few investable assets that is immune to the economic fluctuations we have ahead.

Markets  ·  4 May 2020
First Mover

First Mover: Two Weeks From Halving, Bitcoin Rally Brings $10K Into View

With the Bitcoin blockchain's once-every-four-years rewards halving now just two weeks away, some analysts are starting to fix their sights on the next upside target: $10,000.

Markets  ·  28 April 2020
Markets

First Mover: Bitcoin Jumps as Fed Assets Top $6.5T and Traders Focus on Halving

Bitcoin has already recovered from its "Black Thursday" crash and is beating the S&P 500 year to date. Now all eyes turn to the halving.

Markets  ·  24 April 2020
Bitcoin

Crypto Long & Short: The Battle of the Yields

What does the current crisis mean for the value of actual cash, and how does it stack up to assets like bitcoin and gold?

Markets  ·  20 April 2020