Oct 25, 2019 | Insights
This headline in the Australian Financial Review this week needs some explanation. IMHO the ASX blockchain project is a doomed experiment for two reasons : 1. The ASX are trying the capture the cost and efficiencies of blockchain technology in a private setting....
Oct 14, 2019 | Insights
This excellent research report from German bank Bayern LB sets out the importance of stock-to-flow ratios to the valuation of assets and looks at this in the context of valuations for Gold, Silver, Palladium, Platinum and Bitcoin. The report concludes that…...
Oct 7, 2019 | Insights
For the first time since I started this blog I have not posted a story for over a month. I have been away. But also there is so much happening that I did not find a specific topic give me focus. The macro economic and geopolitical issues the world is facing at the...
Aug 14, 2019 | Insights
There are so many interesting thoughts and questions around central banks issuing digital currency (fiat) that it is hard to know where to start. Luckily, we have the wonderfull Laura Shin who collects our thoughts and ask the questions we would like to ask. In this...
Aug 2, 2019 | Insights
On 31 July 2019 I submitted to the Australian Treasury Department feedback on the proposed legislation banning Cash transactions of over AUD 10,000. My submission considers three aspects of the restrictions on Cash use in Australian society. 1. Human Rights and the...
Jul 20, 2019 | Insights
The week of 15 July 2019 was one of the most interesting weeks I have had thus far in my journey along the crypto path…and I have had a few interesting weeks. We had the POTUS tweet about Bitcoin and crypto, we had the Chair of the US Federal Reserve make...
