This weeks installment of our quick video review highlights some of the implications of the crypto executive order and discusses the LME nickel escapade... https://youtu.be/50hMZNrVDJE

https://youtu.be/-K9vwgB7ktw I discussed the implications of the Ukraine invasion on the market for trading Bitcoin while also addressing the incorrect claims of Bitcoin being used to avoid sanctions.

This blog is adapted from an earlier op ed written for thedefiant.io If you had Canada proving the need for a censorship-resistant, store-of-value on your 2022 bingo card, well, you are smarter than me, but, here we are… With the extraordinary invocation of the decades old Emergencies Act, Prime Minister Justin Trudeau acted to crush the self-styled … Continue reading Canada Rings the Bell…

We recorded this 4 1/2 minute video this morning where I talked about Bitcoin and the key events of the week, notably the Canadian government actions of financial repression to quell dissent... https://youtu.be/gXqW8zgPTu0

The interesting thing about history is how fast people forget it’s messages.   Yesterday, for example, headline CPI posted at 7.5%, a level last seen in 1982 as it was headed down from a peak of over 14%.  At that time, the federal reserve under Paul Volker, acted to crush inflationary expectations ruthlessly.   They … Continue reading Back to the Future?

It’s time to tip our cap to Bitcoin Perma-Bears Peter Schiff and Nouriel Rubini for, once again, calling the bottom of the recent sell off. As predictable as a spring thaw, both of them took to Twitter to triumphantly tweet “I told you so” as Bitcoin retraced 50% of its November bull run in one … Continue reading Perma-Bears Ring the Bell, AGAIN…

For as long as I can remember, the phrase "this time it's different", uttered during bull markets, sent chills down my spin. In 2000, it was used to justify multi-billion dollar valuations for companies with a website, but no revenue. In 2007, it was used to induce people to pay much more for houses than … Continue reading This Time IS Different…

In most asset classes, the larger the order size, the more market impact. This has been true in crypto more than most, with some spectacular examples that have caused huge price moves in the Bitcoin chart. Part of the reason for this has been the structure of the crypto markets. Over the past 3 years, … Continue reading At CoinRoutes [order] Size Doesn’t Matter…

It is fascinating to watch the evolution of the crypto market, particularly that of Bitcoin. On the one hand, we see the market maturing as more people opt to trade intelligently, using algorithmic routing technology that seeks to trade at the best price without impacting the market. At CoinRoutes, we see this quite strongly, as … Continue reading Another Weekend, Another Flash Crash…

At the Messari Mainnet conference, the CEO of CoinRoutes delivered this presentation on Best Execution while trading crypto.   This is the deck that was used: Crypto Market Structure & Best Execution