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Crypto Long & Short
Every Wednesday
A must read for institutions. Insights, news and analysis delivered weekly.


Philosophically, It Doesn’t Matter Whether Cryptos Are Securities; Practically, It Does
When a main U.S. regulatory body defers to Crypto Twitter for leads on securities law violations, you know these categories are subjective.

Accounting Rules Make the Outcome of Tesla’s Bitcoin Sale Unclear
After the car maker sold 75% of its bitcoin, Twitter piled on the company for losing money on the sale even though it didn’t.

Bitcoin’s Up, Gold’s Down, the Euro Is Dragging – and It’s All Inexorably Tied
Bitcoin the inflation hedge; the prodigal child returns.

Crypto Is Trying Out Traditional Finance’s Failures in Hyperspeed, but It’s Going to Be Fine
What is going to be most interesting here is seeing what happens to bitcoin and other cryptos during these Hard Times.

Hard Times in Crypto: the Unintended Consequences of Going Public
The third and final reflection on a series of risks we’re thinking about during these crypto down days.

Opaque Platforms and Intertwined Protocols Pose Big Risk to Crypto
Second article in a series about risks we’re thinking about during these crypto down days.

Hard Times in Crypto Lead to Price and Macro Risk
Just the first in a series of risks we’re thinking about during these crypto down days.

Texas Feels Like Bitcoin Country (Maybe Because I Was There for a Bitcoin Conference)
A Bitcoin developer conference last week put three important Bitcoin themes in focus: lightning, design and education.

Bitcoin Might, in Fact, Be the Great ‘Equalizer’
A new global survey drills in on the perception of Bitcoin around the world, and the findings appear to be generally optimistic for global equity.

The Bitcoin-Stock Market Decoupling Isn’t Happening Yet, but It Totally Will
When Decoupling? Maybe soon (but probably not).
