Published in Efficient Frontier·Nov 15, 2022The FTX debacle and the future of cryptoOn the fallout of the $10+ billion black hole in one of crypto’s most loved exchanges and why we think this awful event will not impact the long run success of cryptocurrency tech — It’s quickly becoming cliche to say this has been the worst week ever for the cryptocurrency space. Besides the financial harm done to hundreds of thousands of exchange customers and hundreds of companies and trading desks, there is the emotional shock. These events clearly will take time to sink in.Ftx7 min readFtx7 min read
Published in Efficient Frontier·Mar 28, 2022Institutional FOMO thesisWelcome back to Efficient Frontier’s biweekly newsletter! — Published March 25th on Substack In the last two weeks Bitcoin’s market was quieter than usual, caught in the range between $37,300 to $43,333 before breaking out yesterday to $4,400, now at $44,137.Bitcoin5 min readBitcoin5 min read
Published in Efficient Frontier·Mar 22, 2022Wind of changeWill Bitcoin replace Switzerland? — Published March 10th on Substack Welcome back to Efficient Frontier’s biweekly newsletter! Bitcoin and cryptocurrency experienced some paradigm changing events in the last two weeks: 1 ) Switzerland ends 500 year of neutrality Last week Switzerland broke its 500 years of neutrality when it agreed to join the EU’s sanctions on Russia, banning 363 Russian individuals and 4…Bitcoin4 min readBitcoin4 min read
Published in Efficient Frontier·Mar 22, 2022The Russian bear marketWelcome back to Efficient Frontier’s biweekly email, sharing our insights into the world’s most volatile markets. We hope you enjoy our executive summary of the effect of recent events from a crypto perspective. Scroll down for our “Four months of bear” review. — Published February 25th on Substack Market wrap: Ukrainians are buying Tether Ukraine’s central bank officially halted their foreign currency markets yesterday due to the state of emergency and limited cash withdrawals to 100,000 UAH or roughly 1.4 ETH to prevent bank runs.Bitcoin5 min readBitcoin5 min read
Published in Efficient Frontier·Mar 22, 2022The United StablecoinsWelcome back to Efficient Frontier’s biweekly newsletter! We hope you enjoy our update on the Federal Reserve’s “Stablecoin mania” and our birds-eye Bitcoin market wrap — Published February 12th on Substack Stabelcoin mania at the Federal Reserve Why is this story important despite not being as big as NFTs or as cutting edge as DeFi? 1. CBDCs and other digital fiat will have an essential role in how the cryptocurrency universe will tie into the fiat world4 min read4 min read
Published in Efficient Frontier·Jan 31, 2022Are tech stocks altcoins?Published Jan 28 on Substack Not that we want to divert attention from the last 11 weeks of falling cryptocurrency prices, but looking at some tech stocks is bound to give us some philosophical perspective. Below: Which one is the Altcoin and which is the tech stock?Bitcoin4 min readBitcoin4 min read
Published in Efficient Frontier·Jan 17, 2022Peaks and ValleysWelcome back to Efficient Frontier’s biweekly newsletter! After a quick market overview we’ll talk about what the future of finance is going to look like. — Published December 2nd on Substack The last two weeks included two highly volatile days for the Bitcoin markets. On Saturday November 27th Bitcoin dropped from around $59,000 by almost $6,000 to a low of $53,600, though the drop triggered only $0.3B in futures liquidations.Nft5 min readNft5 min read
Published in Efficient Frontier·Jan 17, 2022Crypto price thankful for the FedWelcome back to Efficient Frontier’s biweekly newsletter! This time we look into the Ethereum Foundation’s $ETH selling and share our market overview including 4 reasons Bitcoin’s bull market may still have room to go Published November 22nd on Substack History of the Ethereum Foundation $ETH sales On November 11th, news broke of the Ethereum Foundation’s selling of…Bitcoin5 min readBitcoin5 min read
Published in Efficient Frontier·Jan 17, 2022Transitory supercycleWelcome back to Efficient Frontier’s bitweekly newsletter — Published November 8th on Substack We’ll start with a quick market overview and then go to some interesting forecasts on inflation, hyperinflation and the Bitcoin market cycles. Waiting for volatility After breaking out to new highs 20 days ago, Bitcoin is close to breaking out again, as we’re writing. In the previous 19…Bitcoin5 min readBitcoin5 min read
Published in Efficient Frontier·Jan 17, 2022Crypto tech team reviews 2021 (with some predictions)Efficient Frontier’s tech team summarize 2021 and make some predictions for the year ahead — We sat down with ¾ of Efficient Frontier’s tech team leaders: CTO Alon Elmaliah, Head of Product Shai Kritz and Head of DeFi Engineering Roman Kagan, to hear their insights on the tech developments in crypto in 2021 and their 2022 outlook. Biggest trends in 2021 Roman: The growth of new blockchains and L2s…Cryptocurrency6 min readCryptocurrency6 min read
