October 2021: The Two Faces of “Cryptoization”

Once a month we put out the Crypto Capitalist Letter which is a high level overview of the macro forces as they pertain to crypto-currencies.

Each issue contains a section on “This month’s FUD”, a look at the Central Bank Digital Currency (CBDC) situation, regulation, and sundry macro forces and news.

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November 2021: Buckle In Buttercup

Our mid-month portfolio review for November covered earnings season for many of our portfolio companies. The portfolio reviews typically contain an overall summary, some analysis of Bitcoin and Ethereum before looking at each individual company we hold.

We run a relatively concentrated portfolio with about 10 names. We also lay out the Bitcoin and Ethereum ETFs and closed-end trusts available and track their discount or premium to NAV, along with their management fees.

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November 2021: Bitcoin Futures ETFs are for other people

In our note about whether our clientele should buy the new Bitcoin Futures ETFs, we laid out four reasons why they should give them a pass. Coindesk ran the piece, much to the chagrin of Proshares, who were behind the first such futures ETF.

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