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06
Dec

Fed rolls out a bazooka the size of Kenya

Complicated charts, simple story ” At present, our estimate of the prospective 12-year total return from a conventional passive portfolio mix is lower than at any point in history aside from the 1929 pre-crash market peak.” It took me while to fathom this chart. The blue line is the estimated annual return, over the next

29
Nov

Dissident Tech

Philip Lowe In 1980, a 17 year old was accompanied by his parents from Wagga Wagga to a job interview. The story goes that the young man’s parents had another plan, they intended to interview the employer to ensure that they would provide suitable employment and circumstances for their son. The interviewee in question was

22
Nov

Lower For Longer

The Three Wise Men Three people in America now have more money than the bottom 50% of Americans. You wonder about the disruption and discontent around the world and perhaps this has something to do with it. To be fair, two of them have made massive contributions to society and one has made his money

17
Nov

Unit Of Account

Benoit’s Anniversary Today is the anniversary of ECB Director, Benoit Coeure’s, comments on digital currency and bitcoin, he made quite a splash at the time, let’s see how things have moved on since. Central banks around the world are in a bind. They know two things are almost inevitable, one of them is digital currency,

14
Nov

Halvening Research Report

Our thoughts on the upcoming Bitcoin halvening. Click here The-Bitcoin-Halvening to download the pdf file of The-Bitcoin-Halvening.

08
Nov

Cup Week

Metrics Coinmetrics research issued their latest report this week which gives some insight into the fundamentals behind bitcoin. The full report is here and we provide a summary of the highlights below. Daily value transfer Currently $2.3 billion per day in value is transmitted across the bitcoin network. For context, in 2018, Visa processed an average of

01
Nov

Short Squeeze

Short Squeeze +40% When was the last time an asset with a market cap of over $180 billion experienced a 40% price spike in hours? The answer is hard to find, but the oil price in the 1970s is the best example. It happened again on Saturday morning with bitcoin registering a 40% upward move

29
Oct

Grayscale Q3

Grayscale Report Q3 reporting season in the US and the first to go were Grayscale who manage the largest bitcoin fund in the world. Some highlights from this quarter: US$2.1 billion in AUM $250 million invested in the last three months with $171 million of that invested directly in bitcoin (they took in more in

29
Oct

Yes Senator

Libra Bingo As we suggested last week, with Paypal gone from the Facebook Libra project, others would likely follow. The Association members didn’t disappoint us either, Mastercard, VISA and Stripe all quit the project. Followed then by Mercado, Ebay and Stripe. Once again governments were in action putting pressure on companies who challenge their power.

29
Oct

It’s All About The Kids

Encryption On Friday last week Facebook received a letter from the US Attorney General, Britain’s Home Secretary and Australia’s Minister for Home Affairs. “We are writing to request that Facebook does not proceed with its plan to implement end-to-end encryption across its messaging service without including a means for lawful access to the content of