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bitcoin adoption

June 24, 2023 By Asi de Silva

SEC vs. Coinbase

Dispatch #6 shares excerpts of our thoughts on the SEC vs. Coinbase lawsuit, and its implications for the broader ecosystem, from a letter to investors of the RockDen Digital Assets Fund last week. The document was finalized on June 16th, and some of the charts will be dated as a result. The Bitcoin price is […]

Filed Under: News, The Dispatch Tagged With: Binance, Binance Lawsuit, bitcoin adoption, bitcoin ETF, BlackRock, BlackRock bitcoin, Coinbase, Coinbase lawsuit, crypto legislation, crypto regulation, crypto securities, EDX Markets, Fidelity, SEC crypto ETF approval, SEC crypto lawsuits, SEC vs. Ripple

April 15, 2023 By Asi de Silva

Bank Failures and The Bitcoin Rally

At first blush, it certainly looks like the bank failures may have driven the bitcoin rally higher. Bitcoin and the crypto sector overall had already experienced a crushing drawdown, and the bank failures highlight the fragility of our current debt-laden economic system. However, a deeper look shows that higher beta tech stocks have done just […]

Filed Under: News, The Dispatch Tagged With: bank credit, bank failure, bankruptcies, Bitcoin, bitcoin adoption, bitcoin funding rate, Bitcoin futures liquidation, bitcoin on-chain data, BTFP, crypto, crypto liquidation, equity positioning, HODL ratio

May 14, 2022 By Asi de Silva

Bitcoin is Coming to Retirement Plans

Bitcoin is coming to 401(k) retirement plans as Fidelity hopes to offer access to the 23,000 plans it administers. This move by the largest plan administrator, with $2.7tn in plan assets, should drive long-term bitcoin adoption. It will not, however, change the bear market that is currently underway in many assets. The pain in crypto […]

Filed Under: News, The Dispatch Tagged With: 4% retirement rule, bitcoin 401(k), bitcoin adoption, CAPE ratio, crypto 401K, crypto hack, energy capex, equity valuations, Fidelity, home prices, housing affordability, LUNA, S&P, SEC, SEC crypto compliance, sec crypto enforcement, Terra, US housing, UST, UST depeg

March 5, 2022 By Asi de Silva

Weaponizing Financial Assets

Weaponizing financial assets by sanctioning the Central Bank is an extraordinarily powerful tool against Russian aggression. However, we should be mindful of potential longer-term second-order effects. Nation states are likely to rethink their reserve strategies so that they have control of reserve assets. Digital assets provide direct ownership (your asset is no one else’s liability) […]

Filed Under: The Dispatch Tagged With: bitcoin adoption, bitcoin donations, central bank asset freeze, credit card balances, crypto adoption, crypto donations, crypto payments, gas fee, household cash, Metamask, NFTs, real incomes, retail sentiment, Russia sanctions, russian reserves, Ukraine, wealth effect

February 26, 2022 By Asi de Silva

Is the Ukraine invasion a buy trigger?

The question “Is the Ukraine invasion a buy trigger?” does not attempt to make light of the destruction and suffering in Ukrainian. Readers look to The Dispatch for investment observations, not malformed geopolitical ramblings. We shall aim to stick to our knitting even during this unfortunate time. The massive markets reversal on Thursday was a […]

Filed Under: News, The Dispatch Tagged With: bitcoin adoption, bitcoin donations, crypto narrative, equity valuations, home prices, LUNA, Luna Foundation, Market Outlook, Megacaps, mortgage, mortgage rate, OER, rent inflation distortion, rents, shelter inflation, SWIFT, Ted Cruz, Terra, Ukraine

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