Cryptoasset Analysis

For the last two years, we’ve been running a buy-and-hold cryptoasset hedge fund. These assets are a new investment class with many desirable features, including extraordinary upside potential and price movements that are highly non-correlated with other asset classes...

Thoughts on Sidechains

Who is blockstream and what exactly are sidechains? Blockstream is a company that recently raised $21M and has a bunch of bitcoin core developers as founders. Their master plan is to extend bitcoin in ways that make it more expressible and open.  The first part of...