Is Ethereum Money?

Is Ethereum Money?

The debate will go some way to determining whether this rally continues In this note we will examine why ETH has underperformed BTC, what has changed and what the path forward might look like. We ask what constitutes “money” and consider whether ETH has the...
Too Quiet Out There – CHAINLETTER 63

Too Quiet Out There – CHAINLETTER 63

In the short term there are a couple of things that urge us to tactically rein in our bullishness, not least that there is so much complacency in markets, at least as defined by volatility. Furthermore, the dollar has just sharply strengthened – should we be nervous about liquidity conditions?