Just a place to write
This interview, that is in Spanish, is great to understand how Europe is legislating around stablecoins and how late they are with CBDC. NUEVO DINERO o cómo Europa se carga a las Stablecoins. I did a map to remember the situation described in the interview at the end of 2024.
The story of the ETFs linked to cryptos started in 2013 with the first formal request. It was done by Winklevoss Bitcoin Trust, proposed by Cameron and Tyler Winklevoss. They requested it 7 times starting in 2013: all rejected. The ones that have obtained the approval now have been: My initial thoughts My initial thoughts … Read more
This post is a set of notes where I add information about the different versions of the web: Web 1.0, Web 2.0… Table for different versions This is not too much creative as there are many tables as the one I have created below, but this one summarizes the main concepts. Wardley map of versions … Read more
Today I was reviewing the maps of CBDC competitive analysis and specially the one where bitcoin was added with Gerard and Pablo. We were discussing about the main components, their positions and we added some other ones. This is the updated map: Digital currency in China: project e-CNY Vs Bitcoin Main discussion comes from: Some … Read more
This post starts being a pre-mortem analysis of what’s happening at the end of 2022 with the CBDC of the main economies: China, US and Europe. This map comes from conversations about Twitter and the need to skip the 30% fee imposed by Apple and Google on their App-Stores. The relative position of the components … Read more
This article is gold, I have learned a lot about the basis of the theory of money and token valuation. Thanks Jay Pazos for sharing it. Acronyms to remind: TAM: Total addressable market. SAM: Serviceable available market. SOM: Serviceable obtainable market, the market that the company can realistically address. PSOM: %market penetration of the company in … Read more
Since I look into trading on crypto-currencies, I use to invest sometime reading news about them, trying to understand the real use, the real applications that are solving real problems with these virtual coins. The predominant comment you find when you talk to anybody is: Bitcoin is very unpredictable and the value fluctuates a lot, … Read more
New buzzword, at least to me Flippening is defined as an expected paradigm shift in the world of cryptocurrency, where the values of cryptocurrencies are no longer primarily based on the value of Bitcoin. If flippening happens, it will mark the end of the absolute dominance and special status that Bitcoin has had in cryptocurrency … Read more
Background I have had some conversations about the maturity of the cryptocurrencies market related to the maturity of the companies and how I miss to have the fundamental indicators as you can have for a public company (Revenue, Costs, P/E, balance sheets…). The companies publishing cyptocurrencies are private companies and they do not have obligation … Read more
The cryptocurrencies have a side B, the scams. There are so many, and we cannot ignore them. Ponzi schemes, false roadmaps, … Shit happens, but with a proper due dilligence you can minimize the risks. Basic due dilligence (basic questions) The general consensus about due dilligence is: do a standard due diligence as if it … Read more