Crypto Long & Short
Bitcoin Prices Are Hot, but Here’s What Could Crush the Rally
BTC has proved incredibly resilient to the perils of the past year, including FTX’s demise. But there are some macroeconomic surprises that could erect obstacles to further gains.
A New Metric to Evaluate Crypto Ecosystem Fundamentals
The years-to-profitability ratio is a good way to evaluate a level-1 blockchain.
Bitcoin, Other Digital Assets Surge Late in Q2 on Spot Bitcoin Euphoria
The spot bitcoin ETF filings by BlackRock and other financial services giants ensured bitcoin would finish Q2 in positive territory. Now the SEC’s decision on the applications will likely play a big role in digital asset prices for the remainder of the year.
Bitcoin, Ether Fall Outside Howey Test Criteria
As a result, the SEC’s regulatory scrutiny may be more limited in scope.
Ethereum Ecosystem Is Getting Busier, Not Quieter, Amid Layer 2 Shift
Many transactions are getting offloaded onto layer-2 blockchains, and those should be included in any analysis of the Ethereum ecosystem.
A Crypto Lesson From George Soros Amid Binance and Coinbase Accusations
Positioning and expectations explain why the Binance case drove prices down but markets rebounded after Coinbase.
Bitcoin (Somewhat) Takes Binance Accusations in Stride
As the U.S. government’s fight against crypto intensifies, there is some evidence the industry is weathering it better than past shocks.
To Identify or Not in a Web3 World?
By striking a balance between privacy and identity verification, blockchains can realize their full potential and lure institutional money.
Washington Ignored Crypto for Now. That’s Good for Bitcoin.
A huge tax on BTC miners didn’t make it into a deal to resolve the battle, and a separate provision might actually (unintentionally) help them.
Sell Crypto Volatility in May, and Go Away?
The recent calm in bitcoin (BTC) and ether (ETH) should not lull market participants into a false sense of security.
