Originally published: November 2020 I initially covered Bitcoin in an article in autumn 2017, and was neutral-to-mildly-bearish for the intermediate term, and took no position. The technology was well-conceived, but I had concerns about euphoric sentiment and market dilution. I neither claimed that it had to go lower, nor viewed it bullishly, … [Read more...]

Originally published: July 16, 2020 Blockchain-based cryptocurrencies have been around for over a decade, since the release of Bitcoin in early 2009. While the asset class has grown considerably, it remains relatively small and highly volatile, so deciding whether to insert a small bit of Bitcoin or other cryptocurrency exposure into a … [Read more...]

Originally published: November 2017 (updated since then with editor's notes) Cryptocurrencies are one of today's hottest asset classes to invest in. Bitcoin in particular has soared in price from pennies to thousands of dollars per unit within a decade. But is it all a bubble, like the Dotcom era or tulip mania? Or is this just the start of … [Read more...]