digital
market notes

Party like it's 1995... but it's not. Get long scarcity.

December, 2023
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Fate loves irony: stablecoin lives up to its name.

December, 2023
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COP28... Green with (Bitcoin) Envy

December, 2023
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QT or not QT. The hated crypto rally.

December, 2023
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Blackrock’s Bitcoin Halo Effect

November, 2023
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Invisible Hand (Cuffs) of Entrepreneurial Drive

November, 2023
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Seeing in "3-De," hearing the technologist.

November, 2023
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The grumpy trader…in a rising market.

October, 2023
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Project Diamond – On Bitcoins, Buggies, and Bonds… Green Bonds

October, 2023
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A Euro Digital Currency... By Way of Fiat!

October, 2023
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RWA? Try DNA

October, 2023
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Scarcity is Not Enough

September, 2023
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Bitcoin Futures and Farmers

September, 2023
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Back to Basics

September, 2023
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Inflation is dead... long live inflation.

July, 2023
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UAE – Building Bridges Instead of Walls

July, 2023
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Hong Kong's Path to Prudence

July, 2023
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A spot bitcoin ETF is like water…taking the path of least resistance.

July, 2023
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The Truth is (Not) Out There

June, 2023
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Crypto Speaks Truth, Power is Listening

June, 2023
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Boom, Bust... Discipline

June, 2023
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Not all crypto assets are created equally

June, 2023
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Tokenization... Dream Big, Execute Small

June, 2023
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Calm Before the Smile - May 19, 2023 - Coinbase Asset Management

May, 2023
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Lesson from the UAE... Never short innovation. May 12, 2023 - Coinbase Asset Management

May, 2023
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Some Roads Need a Bridge - May 5, 2023 - Coinbase Asset Management

May, 2023
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Plumbing matters... especially for CBDCs - April 28, 2023 - Coinbase Asset Management

April, 2023
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Unlocking Market Maturation - April 21, 2023 - Coinbase Asset Management

April, 2023
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Ethereum Upgrade... Next Stop, Scale - Coinbase Asset Management - April 14, 2023

April, 2023
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Make Banking Boring Again

March, 2023
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SEC's Leap of Clarity - February 17, 2023 - One River Digital

February, 2023
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Macro Digital Tailwinds… Structural Dollar Weakness - February 3, 2023 - One River Digital

February, 2023
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Competition Drives Clarity... Even in Regulation - January 27, 2023 - One River Digital

January, 2023
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Inflation Assets Leading the Not Normal - January 20, 2023 - One River Digital

January, 2023
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Destructive Ambiguity in Regulation - December 9, 2022 - One River Digital

December, 2022
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Good Bad news - December 2, 2022 - One River Digital

December, 2022
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More Listening... Hearing the Skeptics - November 18, 2022 - One River Digital

November, 2022
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Leverage Lesson... Again And Again... - November 11, 2022 - One River Digital

November, 2022
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Can't Happen? Don't Be So Sure. - October 14, 2022 - One River Digital

October, 2022
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Litecoin - Silver to Bitcoin's Gold - October 2022 - One River Digital

October, 2022
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Digital can handle the tightening... can traditional - September 30, 2022 - One River Digital

September, 2022
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The Pulse of Digital Asset Markets - September 2022 - One River Digital

September, 2022
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How to Spend this Summer’s Winter - July 2022 - One River Digital

July, 2022
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NFTs Are Not For Tourists - July 2022 - One River Digital

July, 2022
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DAOs risk managing digital-GFC - July 2022 - One River Digital

July, 2022
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Inflation...it’s all about the vol, not the level - July 2022 - One River Digital

July, 2022
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On Panics and Depression - June 2022 - One River Digital

June, 2022
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Credit Opportunities - June 2022 - One River Digital

June, 2022
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Onebridge - From Traditional to Digital

June, 2022
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Warp Speed - June 2022 - One River Digital

June, 2022
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Dishing Up the Digital Dailies - May 2022 - One River Digital

May, 2022
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Digital isn't Tech and Tech Isn't Digital - May 2022 - One River Digital

May, 2022
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Resilience - Stables & Coin - One River Digital - May 2022 - One River Digital

May, 2022
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Can You Handle the Proofs - May 2022 - One River Digital

May, 2022
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Regulators are Running a Crypto Sprint - April 2022 - One River Digital

April, 2022
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That 70's show... Only Harder - April 2022 - One River Digital

April, 2022
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The Dollar is Dead... Long Live the (Digital) Dollar - April 2022 - One River Digital

April, 2022
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Bitcoin… a Battery, a Bond, a Lifeboat? - April 2022 - One River Digital

April, 2022
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Higher Volatility, More Stability - March 2022 - One River Digital

March, 2022
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A Benchmark for Digital Assets

March, 2022
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Fed Loves Digital (CBDC...Not So Much) - January 2022 - One River Digital

January, 2022
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Learning to Love Volatility

January, 2022
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