crypto

Are rising asset prices at a time when the global economy is heading for recession too good to be true?

It's been 14 months since the start of the current "crypto winter". So what might drive crypto markets in 2023?

2022 saw some wild stories in the mass unwinding of crypto asset valuations, but what lessons can we take to other asset classes?

"You don't get into a situation like I got in if you make all the right decisions." - Sam Bankman-Fried, founder and CEO of FTX. While schadenfreude is an unappealing...

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information. The Great Insolvency Façade with Caroline Di...

The crypto crash has been fascinating to watch and bears the hallmarks of a standard non-bank financial crisis that inevitably arises every time there is a liquidity...

The crypto world was shaken last week after a series of events over eight days led to the collapse of one of the largest crypto exchanges in the world, FTX. Still to...

Smart money was originally a gambling term that referred to the wagers made by gamblers with a track record of success. In the investment industry, “smart money” is...

Not all investment alternatives (1) are created equal, just as some alternatives might not provide the portfolio diversification qualities the name suggests. It’s no...

I wrote last week about the US government blocking the cryptocurrency mixing service Tornado Cash. As a quick recap, a mixing service co-mingles digital assets to...

In a first for cryptocurrency markets, the United States government has added a software protocol, Tornado Cash, to its sanctions list. This has all manner of...

For those on the sidelines learning about digital assets we are about to enter some excellent learning territory. The second largest asset in the space, ethereum, is...

The wash up of the recently collapsed crypto lenders is only just beginning. What has been revealed already in bankruptcy proceedings is outrageous, if not that...

For the first time in its history, bitcoin has broken below its previous cycle's high. The previous cycle's high was US$19,783 in December 2017, and on June 19th,...

During May, bitcoin and crypto markets suffered one of the worst weeks in recent memory with many sceptics (again) declaring that bitcoin and crypto are dead. The...

Crypto markets experienced a meltdown two weeks ago, losing over US$200 billion in one day and much more over the week. But amid the turmoil, once again bitcoin did...

In the AFR I write that according to banks, Aussies shifted $20 billion out of risk-free deposits into cryptocurrencies last year, which have since more than halved in...

As a result of sharply higher inflation and interest rates, the great unregulated crypto-currency "ponzi scheme" has finally started to unravel, as we warned it...

Bitcoin and Ethereum cryptocurrency ETFs are set to hit the Australian market today. With the markets as volatile as they are, and with more choice soon available...

In the AFR I write today about The Big Short (brief except only enclosed). Specifically, since late last year, we’ve had several contrarian views. First, US markets...