I’ve been investing in Bitcoin since 2013. For the first time I’m seriously questioning my judgement — Having seen Bitcoin go up more than 200X in value, it has obviously been a good investment. But not one that I ever took too seriously. …

Commodities vs securities, SEC vs CFTC, stablecoins regulated as banks, tax exemptions… The crypto world will never be the same — “Regulation” is a word that can trigger very passionate reactions in crypto circles. From decrying the sell-out and predicting the death of crypto; to daydreaming about the wall of institutional investor money making everybody rich, and predicting the delivery on the promise of crypto as the dawn of a new…

Inflation explained in 4 minutes. Spoiler: It is more than just price increases. — What would you do if you woke up tomorrow and discovered you owned all the money in the world? Pretty much nothing, I would guess. …

Twitter’s looming de-gentrification raises the alarm with the cleanest among us that don’t want the plebs spoiling the view — The Intelligentsia is clean, they are pure and precious. They have learned how to think so they can now contemplate what’s best for us, better than us. They won’t fall for the same traps we do. They are not easily influenced like we are. On a clear enough day, they…

A look into the epidemiology, history, therapy and projections for Monkeypox: will it peak in August or are we all going to die? — The global Covid-19 epidemic seems to subsiding, even when you account for a recent uptick, as new daily cases are hovering at 623k, against 2.9m in January 2022. Another piece of good news is that Covid-19’s global case fatality rate for 2022 is at 0.35% against 1.73% for 2022. But…

Politicians never let a good crisis go to waste. If that could help the euro outlast crypto, then the better — Last March, the ECON and LIBE committees of the EU Parliament (EP) voted to approve a proposal¹ that would require cryptocurrency service providers to collect personally identifiable information from individuals who transact more than €1,000 euros using unhosted wallets². Brian Armstrong, CEO of Coinbase, one of the largest crypto exchanges…

A Deep Dive Post-Mortem For The (Not Necessarily) Initiated — During the week that is coming to an end, the majority of cryptocurrencies experienced severe losses, Bitcoin (BTC), for example, lost c. 30% of its value. But no cryptocurrency had a more remarkable crash than TerraUSD (UST), a so-called “stablecoin”. In fact, UST was the third largest stablecoin (more on…

Musk’s bid might end up as the first large corporate challenge to the post-Covid “Great Reset” world. Will stakeholder capitalism stop him? — By now everyone has seen the tweet below. This is Elon Musk announcing he has made an unsolicited offer of $43bn to buy-out Twitter and take it private (also known as a hostile takeover). Musk’s announcement might not exactly come as a surprise, but still the shock element is there…

Some observations on value, price, costs, upside and the reason why “Cash is King” in valuation, I wish I knew earlier on — “Buy low, sell high and make a profit”… The complex task of investing in the financial markets is summarized by this very simple concept. The difficult part is to know how you can tell what is low from what is high. Millions of investors, professionals and individuals alike, analyse thousands…