As a researcher with experience in the field of central banking and digital currencies, I find Shaktikanta Das’ announcement about India’s intentions to create a central bank digital currency (CBDC) that can be accessed offline intriguing. This feature aims to address the challenges posed by internet connectivity in rural areas and other parts of the … Read more
As an experienced financial analyst, I believe that Matt Hougan’s perspective on the regulatory environment favoring Coinbase holds merit. The SEC’s recent actions against Robinhood Crypto and other crypto firms have inadvertently created a protective barrier for Coinbase, enabling it to maintain high margins and profitability in the short term. Matt Hougan, the Bitwise CIO, … Read more
As an experienced financial analyst following the cryptocurrency space closely, I share the concerns expressed by Jake Chervinsky and Rodrigo Silva-Herzog regarding the U.S. Securities and Exchange Commission’s (SEC) recent surge in issuing Wells Notices to crypto firms. The SEC’s intense focus on this sector seems disproportionate, given the vast equity and debt markets that … Read more
As a seasoned crypto investor with a keen interest in regulatory developments, I share Matt Hougan’s perspective on Coinbase’s competitive advantage in the current hostile regulatory environment. The ongoing scrutiny from the U.S. Securities and Exchange Commission (SEC) is creating an artificial moat around Coinbase’s operations, enabling them to maintain high profit margins and achieve … Read more
As an experienced analyst, I have closely followed the Bitcoin ETF market and its trends for several years. Based on my observations, I believe Eric Balchunas’ analysis hits the nail on the head. The recent inflows into spot Bitcoin ETFs are indeed noteworthy, but it is essential to keep in mind that such dynamics are … Read more