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Author: Avi F.

Market Update: November 7th

Quick Take Direction: We’re currently in one of the tightest ranges BTC has experienced since the bear market of 2014. BTC volatility has plummeted and we’re at the lowest point ever on the .BVOL index since BitMEX started running calculations back in Feb 2017.     Bitcoin dominance peaked at about 55% this cycle, and has slowly […]

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ICO Mergers: A Market for Lemons

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Avi F.

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The original version of this article appeared in my daily newsletter, CryptoAM, where I provide market updates, new analysis and my general thoughts on crypto. One thing that’s always fascinated me about crypto are the massive fundraises for similar products. We’ve seen plenty of cryptocurrencies launched that focus on identification, supply chain, payments, credit cards, etc. The […]

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Stop writing about Ethereum Failing.

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Avi F.

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  The original version of this article appeared in my daily newsletter, CryptoAM. Gas Ain’t Gold: Why Ether’s Price Could Tank Even If Ethereum Succeeds Articles like these are rampant in crypto. Lot’s of words, lots of fluff, seemingly smart but have little actual content. I normally write about articles that interest me, but in this […]

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What Caused the Bitcoin Dump on September 5th?

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Avi F.

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On September 5th at 5:45am ET, Bitcoin dropped almost 6% over the course of an hour, and 3% within 15 minutes. Over the next 16 hours, we saw the previous 12 days worth of gains wiped out as Bitcoin fell 13% from ~7400 to ~6400 at the time of writing. It was the largest (percent-wise) single-day […]

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What Will It Take to Get the Bitcoin ETF Approved?

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Avi F.

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If you’d like to get more regular updates of my take on the markets & blockchain, feel free to sign up for my daily crypto newsletter, where I publish my take on the market, recent developments and all things crypto. Recently there’s been a lot of buzz surrounding the possibility of the Bitcoin ETF and although this type […]

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Did BitMex Maintenance Cause a Bitcoin Pump?

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Avi F.

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After trading sideways for a week, Bitcoin volatility came back roaring with a 6 percent move, adding $5 billion to the total market cap in about 20 minutes. In the world of crypto, 5–6 percent moves in minutes are the norm, although it’s not often that one can point to a specific catalyst for pumps. Yesterday, there […]

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Enigma Coin Report

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Avi F.

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A qualitative assessment of the Engima protocol. Summary Overview & Investment Thesis Enigma aims to be a second layer protocol that interfaces with a blockchain, allowing for peers to share and run computations (read: run smart contracts) while keeping those computations “secret” to all parties involved. Enigma aims to help blockchains solve two fundamental issues. Scalability and Privacy. By […]

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Exploring the Fat Protocol Thesis

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Avi F.

The exploration is adapted from the original USV thesis, which you can read here.     You know protocols. SMTP for email transfer, HTTP for hyperlinks, TCP/IP for data transfer. Every application you use is built on top of those protocols. Facebook, Google, Amazon, would not be able to exist without these protocols. Since the advent […]

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A Qualitative Framework for Investing in Digital Assets

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Avi F.

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In the future, look out for articles that evaluate coins based on this framework. Introduction Evaluating a cryptocurrency is similar to a VC evaluating an early stage business. It involves a high degree of speculation, and willingness to take high risk in return for outsized reward. The failure rate of projects currently trading on open […]

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Frameworks for assigning real value to crypto-assets (Part I)

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Avi F.

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Ask anyone and they’ll probably say: Look at the website Look at the team Read the whitepaper Think they can actually do the things in the whitepaper? This has served okay, mostly because we are all massive speculators, and speculation is what has driven these prices to their sky high valuations. Moving forward, assigning real […]

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