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Nalezeno "Crypto Long ": 321

A Closer Look at Market Cap-Weighted Crypto Portfolios


Crypto investment products are commonly weighted by market cap. We examine how a small adjustment to market-cap weighting methodologies may better align digital asset portfolios with their intended objectives

Valuations and M&A Show Things Aren’t So Bad for Crypto


Two aspects of the crypto word, blockchain tech companies and exchanges and crypto miners, reveal that M&A activity is strong and that crypto-related companies have converged with the rest of tech, a sign that the digital-asset industry is maturing

Could Bitcoin Be the Greatest ESG Investment of All Time?


It stands to reason that bitcoin (BTC) could be one of the greatest ESG investments of all time. Not only has it generated outsized returns for investors (at the time of writing this, BTC is up 71% in 2023, 342% over the past three years and a whopping 44,404% over the past 10 years), it is having...

A Technical Analyst’s Take on Crypto


TA is a graphical representation of investor behavior, with certain patterns and indicators providing a clue about what’s coming next. It has an important place in the three-legged stool of fundamental, technical and quantitative analysis

Web3 Experiential Tokens and Asset Pricing


Web3 consumer engagement models are still in their infancy, but could have the potential to unlock incremental value and enable price discovery for creators and investors alike

The Short-Sightedness of Run-Amok Regulators


Ric Edelman, founder of the Digital Assets Council of Financial Professionals, talks about a key reason why crypto’s future looks bleaker: an apparent effort to cut it off from U.S. banks

Crypto Long & Short: Finding Alpha in AI-Related Crypto


Glenn Williams Jr. explains how his process of researching small and microcap oil and gas companies compares to that of digital assets and AI. Then, Joe Orsini shares how two on-chain metrics, realized capitalization and holding trends, demonstrate belief in bitcoin as a store of value (SoV)

Crypto Long & Short: Why Layer 2 Protocols Matter


This week, Glenn Williams Jr. tackles one of the core bits of infrastructure that anyone in the hunt for crypto investments must grasp. Then, Todd Groth of CoinDesk Indices wades into one of traditional finance’s biggest numbers: $7 trillion

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