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) […]
crypto payments
Fidelity Bitcoin pricing model
Dispatch #12 -2021 April 23rd, 2021 The leading story this week is the Bitcoin pricing model published by Fidelity’s Jurrien Timmer. This study incorporates the exponential demand curve with the already well understood exponential supply decline. He uses the mobile phone adoption curve to model how the Bitcoin price may evolve over the long term. […]
Multiple Bitcoin ETFs, Visa & Paypal start crypto payments, Bitcoin for transactions & salary, digital yuan
Dispatch #10 -2021 April 9th, 2021 A slew of Bitcoin ETF filings with the SEC takes top billing in Dispatch 10. The filers are industry powerhouses like Fidelity Investments, Goldman Sachs, Van Eck and Wisdom Tree. Bitcoin also continues to make subtle progress as a medium of exchange. Examples are Tesla accepting Bitcoin for car […]