Coinbase and the Cryptomancers: A 2021 Appendix
Alphacution updates its recent crypto market analysis with the latest financial disclosures from Coinbase Global and others...
The Crypto Train: Citadel Securities Succumbs to FOMO
A first-of-its-kind outside investment from Silicon Valley venture heavyweights into Citadel Securities is a significant event, particularly for possible future competitors in crypto markets. But, the transaction itself didn't need to be exposed. So, why was it? Was this news or strategic communications? Alphacution weighs in...
Pyth Network: (More Than) Crypto’s Consolidated Tape?
Pyth Network may be crypto's answer to a consolidated tape, but is it - could it be - more than that?
Alphacution Press: Protocol Highlights Crypto PFOF
Fintech reporter, Tomio Geron, from Protocol – a new media company from the publisher of POLITICO focusing on the people, power and politics of tech – published “Regulators are going after payments for stock orders. What about crypto?” on September 16, 2021 based in large part on Alphacution’s research.
HOOD-lashed! Crypto PFOF is Here…
Like the Lock Ness monster and Big Foot, Alphacution has found evidence of crypto PFOF...
Coinbase IPO Sheds Light on Crypto’s Structural Revenue Potential
Based on data reported in concert with the historic IPO of U.S. crytpocurrency exchange, Coinbase, Alphacution takes a first look at the pile of cabbage that's really at stake in the explosive, yet still nascent, cryptocurrency market. (Turns out, it seems insane...)
Outlook 2021: The Drunk-on-Impunity Mania Arrives
"You cannot escape the responsibility of tomorrow by avoiding it today."Abraham Lincoln With protestors storming the U.S. Capital - some of which breaching the outer doors and freely strolling the U.S. Senate floor - as surreal and unprecedented backdrop, I sit down to organize a sketch of Alphacution's outlook for the year ahead, starting with a very wide lens: The U.S. economy - much like the rest of the other "developed world" economies - is naturally weaker than the meticulously curated employment and productivity numbers suggest. Technology adoption (from workflow automation to social media distraction), growing debt burdens, ossified resource allocation practices, cross-region labor arbitrage, deteriorating infrastructure, and other factors all converge to deteriorate "life, liberty and the pursuit of happiness" for a growing portion of the population. The COVID pandemic of 2020 - and however long it remains disruptive throughout 2021 as vaccines are being rolled out - acts as an accelerant of many of these factors. Ours is a deteriorating version of capitalism. Symptoms emblematic of the stage [...]
