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The Lagged Impact Of Higher Rates
Abstract: Official inflation numbers have declined towards the 2% target and remarkably, interest rates have moved to historically more “normal” levels, above 5%. However, we predicted for years that...
View ArticleSam Bankman-Fried Trial Transcript – 30 October 2023
Below is the full transcript of perhaps the most significant day of the trial, the cross examination of Sam Bankman-Fried by Danielle Sassoon. There is expected to be a further two hours of cross...
View ArticleSam Bankman-Fried Trial Transcript – 31 October 2023
Below is the full transcript for events of 31 October 2023. Evidence finished on the day and closing statements will take place on 1st Nov 2023 THE COURT: Good morning. Before we bring the jury out,...
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SBF Trial – Full List of BitMEX Research Tweets
The CIO of Ikigai Asset Management, Mr Travis Kling sent us a message, he asked for a blog post with a link to every Tweet we made in relation to the SBF trial. We decided to comply. Please see all...
View ArticleSBF Trial – Closing Summations – 1 Nov 2023
THE COURT: Good morning, everyone. Everyone can be seated. The defendant and the jurors all are present. A word to the jury about schedule. You are going to hear closing argument today. We may finish...
View ArticleGetting paid in BTC in Singapore
This is a guest post, written by BitMEX_Pez Over the past week, I’ve been investigating how feasible it is to be paid in Bitcoin. In the past, I declined the opportunity, as more than half of my...
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Bitcoin Time Locks
Abstract: We examine the various time locks in Bitcoin, a feature which can ensure that a particular Bitcoin transaction is only valid until after a certain point in time, normally in the future. The...
View ArticleComplete List of Cryptocurrency Related ETPs
Following on from our 2020 report titled Exchange traded Bitcoin products, we now present what we hope to be an almost complete list of exchange traded cryptocurrency products. We apologise for any...
View ArticleCrypto ETP Provider Data
Following on from yesterday’s post, which contained a full list of crypto related ETPs (The full list can be downloaded here), today we present some charts on the crypto ETP data. Number of Products...
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Cash vs In-kind ETFs
Overview The launch of the spot Bitcoin ETFs in the US looks to be just days away. According to a recent Reuters article, the products could launch as early as 10 January 2024. In preparation for the...
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COPA vs CSW – Day 2 Thoughts
I attended the first two days of the civil proceedings between COPA and Craig Wright, in central London. My understanding is that the case is expected to go on for a while, with mid March expected as...
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COPA vs CSW – Day 11 – Stefan Matthews
Executive Chairman and CEO of nChain Group, Stefan Matthews started his first day of cross-examination today. Stefan has been a key player in the Craig Wright saga, with deep involvement ever since...
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COPA vs CSW – Day 16 – Craig’s Lawyers Do COPA’s Job For Them
In court today, it was the turn of the COPA expert witness, Mr Patrick Madden. Cross examination occurred in the morning, and was over much faster than expected. COPA’s key witness was expected to...
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Ethereum ETFs & Staking
Abstract: In this piece we discuss the potential approval of Ethereum ETFs in the US. In particular we focus on the economics of staking and how the lack of a yield could diminish the attractiveness...
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Satoshi’s 2014 Email Hack
Abstract: We take a look back to 8th September 2014, the day Satoshi’s GMX email account was hacked. We talk about how the hack may have been conducted and what the hacker or hackers may have seen. We...
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