Tag: bitcoin
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BTC/TIPS Revisited
In a previous post, we covered the relationship between Bitcoin, Gold, and TIPS. There is some speculation about another large capitulation in Bitcoin, breaking down to the mid 20ks. Looking back at the previous Bitcoin cycle, we can see that, at least from an inflationary, macro perspective, the wind should be at our back. Diving…
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Repo Spikes, Bond Fractals and Bitcoin
Today’s spike in reverse repo agreements & treasury yields probably has the market wondering how it could effect bitcoin price action. Here we can get some clues by analyzing previous movements in both markets. Case Study of Major Reverse Repo Spikes To filter out noise and make a simplified comparison, we will only compare major…
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Filtering Out Wash-Traded Crypto
Critics of the Coinmarketcap.com(CMC) system have long decried the market manipulation used to game the rankings. In an effort to filter out this problem, Coinmarketbook.cc(CMB)has been created in an effort to measure real buying support for various cryptocurrencies. Rather than using “market cap” based on misleading circulation numbers and a latest fill-price often arrived at…
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What Bitcoiners Get Wrong About Enterprise Blockchain
Enterprise Blockchain is back in the news with the recent completion of the first world blockchain bond from the World Bank and the Commonwealth Bank of Australia. If you’re feeling a bit of Déjà vu now, it’s probably because numerous blockchain bonds have already been introduced. A commercial bond from Russia’s Sberbank and from a…