Research

Bitcoin

  • In our view, Bitcoin is an important technological development and it may revolutionize monetary economics.   Our observation is that Bitcoin is being adopted as a store-of-value (SOV) monetary asset.  If our analysis is correct, Bitcoin could become a widely used form of “money” and it has the potential to become the numeraire in monetary economics.

Bitcoin Institutional Investor Analysis 2018 (.pdf)

 

Conference Presentations

  • New Orleans Investment Conference Presentation & Speech - October 21, 2021

Slides - New Orleans Oct 2021

Speech - New Orleans Oct 2021

 

Some Our Favorite Charts

Favorite Charts - October 2021