By
Dr. Bruce Ng and
Juan M. Villaverde On
November 2, 202001:11 PM Eastern
Last Monday, we wondered whether Bitcoin (BTC, Tech/Adoption Grade “A-”) had “decoupled” from traditional financial asset markets.
That was when the crypto market’s biggest player was rolling...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 28, 202012:24 PM Eastern
Strange as it may seem, the cryptocurrency markets couldn’t care less who wins the White House. Or the Senate. Or the U.S. House of Representatives.
Why? Because both sides have sworn to print...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 26, 202004:12 PM Eastern
Bitcoin (BTC, Tech/Adoption Grade “A-”), still well above $13,000 as of midday Monday after breaking through that key level last week, is in the green today even as U.S. equities sell off on...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 21, 202002:30 PM Eastern
Decades of near-zero interest rates have left millions of investors frustrated as hell at no longer being able to earn a decent return on their savings.
But crypto’s Decentralized Finance (DeFi)...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 19, 202002:09 PM Eastern
Three weeks ago, we talked about the “central bank digital currency” (CBDC) concept and what it means in the context of a broader movement defined by “decentralization.”
Raoul Pal made some...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 14, 202012:23 PM Eastern
This number comes from a popular indicator called S2F, or stock-to-flow analysis, which is based on a very common-sense idea: The scarcer a commodity is, the more valuable it becomes.
Gold, for...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 7, 202001:12 PM Eastern
When the Federal Reserve slashed interest rates and printed a mountain of money in response to the 2008 global financial crisis, they said these steps were only a temporary emergency measure.
...
By
Dr. Bruce Ng and
Juan M. Villaverde On
October 5, 202001:46 PM Eastern
In the very short term, President Trump’s health is going to drive markets.
Right now, it’s “risk on” all over the place, old-school financial assets and new-school crypto assets alike, as the...
By
Dr. Bruce Ng and
Juan M. Villaverde On
September 30, 202002:52 PM Eastern
At the Federal Reserve’s recent summit in Jackson Hole, Wyo., Chairman Jerome Powell made a rather alarming announcement. He officially scrapped the Fed's decades-long inflation target...
By
Dr. Bruce Ng and
Juan M. Villaverde On
September 28, 202002:37 PM Eastern
“CBDC” stands for “central bank digital currency.” It’s an attempt — by the European Central Bank (ECB), most prominently lately — to project past glory into the future.
Sure, a CBDC supported...