My latest analyses

Oct
01
Executive summary: Euro at Parity to The Dollar - What Does That Mean for Crypto?

Executive summary: Euro at Parity to The Dollar - What Does That Mean for Crypto?

The ECB is rugging the euro and American tourists enjoy a nice discount on their eurotrips. But why is the euro in down-only mode and is that bullish or bearish for crypto? Read a macro-crypto crossover analysis.
1 min read
Oct
01
Executive summary: Is Crypto a Good Investment During Stagflation?

Executive summary: Is Crypto a Good Investment During Stagflation?

Stagflation looks on the cards for 2023 and beyond. What does that mean for computer coins and how does stagflation even work? The ape-friendly analysis of a difficult economic concept in ELI5 terms.
1 min read
Oct
01
Executive summary: Is the Bitcoin Bottom In? A July 2022 Update

Executive summary: Is the Bitcoin Bottom In? A July 2022 Update

Bitcoin is rallying after a brutal sell-off following the macro nuke and several hedge funds getting blown out. Will 18K hold as the bottom or will the beras strike back? Read the analysis and which big shots are bullish on BTC.
1 min read
Oct
01
Executive summary: Are Bitcoin And Ether Commodities?

Executive summary: Are Bitcoin And Ether Commodities?

Is BTC the digital gold and ETH the digital oil? You could make that case. I analyze in this piece what commodities are, how they are different from securities, and how digital commodities work.
1 min read
Oct
01
Executive summary: What Will Be The Next Bull Market Catalyst? A Look At Crypto In 2025

Executive summary: What Will Be The Next Bull Market Catalyst? A Look At Crypto In 2025

Tokenization has brought a lot of bad, some good, and many more promises to investors. In this article, I look into which sectors could drive and benefit from the next crypto bull run.
1 min read
Oct
01
Executive summary: Why Are We In A Bear Market? When Will It End? (Summer 2022)

Executive summary: Why Are We In A Bear Market? When Will It End? (Summer 2022)

A temporary rally aside, the bears are still in control of the summer 2022 market. I cover how we got into this mess, how it compares to previous crypto bear markets, what the near future holds for crypto, and what could delay the start of the next bull market.
1 min read
Oct
01
Executive summary: How The Shale Oil Boom And Flare Gas Could Transform Bitcoin Mining

Executive summary: How The Shale Oil Boom And Flare Gas Could Transform Bitcoin Mining

The shale oil boom is also a boom of natural gas, which needs to be flared and can be used for Bitcoin mining. At scale, this could completely overhaul the economics of Bitcoin mining and I explore shale oil production and BTC mining can go hand in hand.
1 min read
Oct
01
Executive summary: Debunking The Bitcoin Nation-State Theory

Executive summary: Debunking The Bitcoin Nation-State Theory

Bitcoiners love the idea that governments will buy BTC with fiat currency. But under what circumstances could that happen and which governments are likely to do so? I explore the ideas behind the Bitcoin nation-state theory and point out flaws in its reasoning.
1 min read
Oct
01
Executive summary: Here's Why Everything You Know About Bitcoin And Inflation Is A Lie

Executive summary: Here's Why Everything You Know About Bitcoin And Inflation Is A Lie

Bitcoin and inflation is a topic much discussed but often misrepresented. In this article, I clarify how inflation works, its relationship with Bitcoin, and where inflation is headed in the future.
1 min read