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Digital Asset Markets: Five Important Themes
Digital assets have had a wild ride over the last year. Several centralized crypto companies, from the hedge fund Three Arrows Capital to the crypto exchange FTX, have failed, while the SEC, the Commodities Futures Trading Commission (CFTC), and other US agencies have initiated a regulatory onslaught against crypto-related businesses. Further, amid high inflation, a banking crisis, and a potential recession, all risk assets face an uncertain macro future. But we can’t forget the long-term asymmetric opportunity that digital assets may offer. Fundamental investors are searching for the digital projects that stand ... (full story)