John

Fuel for Bitcoin Price Rises

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Analysing a Paradigm-Shifting Price Rise in the Bitcoin Market Disclaimer: I have long exposure to Bitcoin. Since Bitcoin’s rise above $10.5k, I have also been taking leveraged long positions in the BTC derivatives market. Nothing in this newsletter is financial advice. Read the full disclaimer here. Subscribe here for updates. It’s been a while since I have given a proper update on this mailing list. I have been focused on… Read More »Fuel for Bitcoin Price Rises

Bitcoin & Inflation – Why BTC May Get Weaker Before Getting Stronger

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Update: As this crisis progresses, my views on this subject have changed. Strong arguments can be made that this crisis will extremely deflationary in nature for the US economy. Given that the USD is the world reserve currency, there is a significant shortage of dollars. Everybody worldwide is chasing these dollars the dollar-denominated debt which vastly outsizes the amount of dollars in circulation. This gives the US the liberty to… Read More »Bitcoin & Inflation – Why BTC May Get Weaker Before Getting Stronger

March 2020 BTC Analysis – Coronavirus Catalyzes Global Economic Crisis

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BTC Price Tanks As World Rushes For Liquidity Amid Global Economic Crisis Disclaimer: The information presented does not represent financial or investment advice. You are responsible for your own financial decisions. Read the full disclaimer here. Subscribe here for updates. Analysts have been forecasting a global economic crisis for several years. Extraordinarily high valuations in almost all asset classes, extreme debt-to-GDP levels, experimentative monetary policy, a yield curve inversion, and NIRP… Read More »March 2020 BTC Analysis – Coronavirus Catalyzes Global Economic Crisis

Foundational Market Analysis Concepts

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Core Concepts I Have Found Valuable After Years of Market Analysis Disclaimer: The information presented does not represent financial or investment advice. You are responsible for your own financial decisions. Read the full disclaimer here. Subscribe here for updates. Earlier this month, I announced that I will experiment with releasing a monthly newsletter reporting on market movements. Personally, I have been involved in the markets since leaving college, spending a… Read More »Foundational Market Analysis Concepts

How will Bitcoin Behave if the Global Economy Erupts?

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Economic conditions become increasingly turbulent after a decade of stimulative monetary policy & negative interest rate policies. A forward-looking indicator which has preceded every recession since the 1950s has recently signalled that a recession is in store. The limited evidence we have suggests Bitcoin has little downside risk in the event of an economic crisis. Important Disclaimer: Nothing here should be constituted as financial advice. It also should be noted that… Read More »How will Bitcoin Behave if the Global Economy Erupts?

The Nature of Cryptocurrency Markets

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An analysis of three trend-based strategies Quick take; Emerging markets are more speculative and trend-driven in nature given the absence of robust frameworks to value them As markets mature, prices become increasingly driven by fundamentals-based models A number of trend-based strategies based on past data have managed to outperform bitcoin long and hold positions In light of recent price increases and “when moon?” midnight messages, it is worthwhile doing a… Read More »The Nature of Cryptocurrency Markets

Bitcoin Cash 51% Attack & On-Chain Analysis With Willy Woo

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Exploring the Latest Research and Insights from the Crypto World Quick take; A 51% attack took place on the Bitcoin Cash blockchain and brings the key value proposition of the network into question Crypto analyst Willy Woo provided insights relating to the cryptocurrency market at a presentation in Bali BTC.top and BTC.com coordinate a 51% attack on the Bitcoin Cash blockchain Something big happened recently. A 51% attack was successfully executed on the… Read More »Bitcoin Cash 51% Attack & On-Chain Analysis With Willy Woo

Bitcoin in 2017 Versus Bitcoin in 2019

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Exploring the latest research and news of the crypto world In light of the recent price increases, we compare the fundamentals underlying the Bitcoin in 2017 to the state of the network now. Volatility in the market for bitcoin has been reignited over the past two months with highs forming above $8,000. Such price increases commonly comes with increases in the following: Hopes Dreams Fears Wild speculation Start-ups Fundraising Crypto-related text messages… Read More »Bitcoin in 2017 Versus Bitcoin in 2019

$40 Million Binance Hack Sparks Bitcoin Reorg Controversy

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Exploring the latest research and news of the crypto world Talks of a reorg on the Bitcoin blockchain take centre stage after Binance were hacked for 7,000 bitcoin. Data from Diar show Bitcoin on-chain transactions approach record levels while fees paid to miners remain drastically lower. Crypto conference season is upon us and Bitfinex issue the whitepaper for their proposed $1 billion IEO. Quick Take; Considerations of a reorg on… Read More »$40 Million Binance Hack Sparks Bitcoin Reorg Controversy

Satoshi Nakamoto Returns

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Exploring the latest research and news of the crypto world In the latest demonstration of higher levels of centralization in the Bitcoin Cash network, one miner acquires up to 44% of the hash rate. Facebook stablecoin project progresses with the code name Project Libra seemingly circulating among the Facebook blockchain team. Renowned crypto analyst Chris Burniske revises his valuation framework initially put forward in 2016. Key Takeaways; Bitcoin forms new… Read More »Satoshi Nakamoto Returns