Issue #5 sent 14 October 2019.
This week, Mark talks about Bakkt and the Bitcoin futures market and I’m responding to one of my clients eager to get into other cryptocurrencies, also known as altcoins.
Issue #4: 30 October 2019.
This issue we address the questions, “Even if it is a legitimate new class of asset, why would I buy it?” Second, we look at Stephen Livera’s interview with Preston Pysh. This is very bullish, we caution those bears may be converted.
Issue #3 sent 16 September 2019.
In this issue we seek to answer the question; how safe is bitcoin? It’s a prudent question if you think about the risks associated with gold in terms of having it stolen or if you are holding shares in a company that holds gold. How can an investor confirm claimed holdings? What they are storing? Of course, bitcoin is a digital technology, so part of the challenge is how you hold it, and the other part is the question: can it be hacked like other software?
– Our first topic of discussion today is the nexus between the financial services industry and the “mum and dad” investor community when it comes to digital assets, titled, ‘Is Wall Street asleep at the wheel?’.
– In our second topic, we take a look at Dan Tapiero and his take on bitcoin. Dan has managed money for hedge fund billionaires, including Steve Cohen and Stan Druckenmiller, as well as being known in the investment space globally.
This was our inaugural issue. – Our underlying assertion is that we are at the early adoption phase on the blockchain and cryptocurrencies curve, but that their impact on money, assets and financial services is rapidly gaining pace.
– Is bitcoin worth anything when compared to traditional hard assets like gold and silver? Yes, way more according to PlanB, an anonymous quant from the Netherlands with over USD one billion under management.
– What is the economics of bitcoin? Saifedean Ammous is an economist and author focusing exclusively on bitcoin, who authored the first academic book on the economics of bitcoin, The Bitcoin Standard: The Decentralized Alternative to Central Banking, published by Wiley in 2018.