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cryptoassets

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  • “Smart” money piling up into Venture Capital

    January 10, 2022 • As the future returns of cash, bonds and equities are looking increasingly dubious, institutions and HNWIs are betting that earlier stage investment into technology is holding the key to a more attractive outcome. 
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  • Top layer-one protocols advance in spite of crypto-winter

    December 27, 2021 • Stalwarts BTC & ETH are marginally up and the total category basically flat. Or have they? Truth is that a lot has been happening as some crypto platforms have continued to grow and garner large capital allocation. 
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  • It is a mistake to conflate all crypto assets in the same category

    November 29, 2021 • The investment case for Bitcoin ("BTC") is inherently different from all other crypto assets. 
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  • Stunning growth for crypto ex-BTC in 2021

    November 8, 2021 • While Bitcoin, the stalwart of the category, has been making new ATHs, almost two thirds of the growth is coming from the non-store of value platforms, or "Crypto-ex BTC" 
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  • Corona virus: A Playbook for Investors - Part 3

    April 17, 2020 • While the outbreak may start to subside, the knock on effect of Covid-19 on the global economy and financial markets is just getting started. 
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