Kintsugi ResearchESG 8/2/23
KPMG released a report describing bitcoin’s role in the ESG imperative representing a major narrative shift. Tailwinds We acknowledged the energy industry beginning to embrace bitcoin and ESG validation as a critical step on the path towards more institutional adoption in our B34RM4RK3T memo a year ago. It’s refreshing to see BTC finally taken seriously through an ESG lens:Energy: renewable energy, demand response, recycled heat, and methane reductionSocial: Payments, financial inclusion, Ukr...
Kintsugi ResearchDominance
Whether you were celebrating or grieving this week, there are now undeniable tailwinds for Bitcoin and the broader crypto market. Bitcoin’s price broke out of a 10 month range and climbed to a new all-time high -- a level it may never revisit (BTC has never returned to a prior election week price).Time will tell if Trump delivers on his crypto friendly campaign promises. But any combination of these will be a major catalyst for future growth:replace Gary Gensler as head of the SECend Operatio...
Kintsugi ResearchBridges 8/15/23
While operation choke point 2.0 set the industry back months (years?) in the fallout of the FTX collapse by targeting fiat on and off ramps such as the silvergate exchange network and signature bank, there’s been a lot of news the last two weeks about new players making it easier for fiat to flow in and out of the digital asset ecosystem.PayPal, which has 400M+ active accounts, launches stablecoinVisa enables fiat payments for ethereum gas costsEurope approves first spot bitcoin ETFGnosis pay...
Kintsugi ResearchESG 8/2/23
KPMG released a report describing bitcoin’s role in the ESG imperative representing a major narrative shift. Tailwinds We acknowledged the energy industry beginning to embrace bitcoin and ESG validation as a critical step on the path towards more institutional adoption in our B34RM4RK3T memo a year ago. It’s refreshing to see BTC finally taken seriously through an ESG lens:Energy: renewable energy, demand response, recycled heat, and methane reductionSocial: Payments, financial inclusion, Ukr...
Kintsugi ResearchDominance
Whether you were celebrating or grieving this week, there are now undeniable tailwinds for Bitcoin and the broader crypto market. Bitcoin’s price broke out of a 10 month range and climbed to a new all-time high -- a level it may never revisit (BTC has never returned to a prior election week price).Time will tell if Trump delivers on his crypto friendly campaign promises. But any combination of these will be a major catalyst for future growth:replace Gary Gensler as head of the SECend Operatio...
Kintsugi ResearchBridges 8/15/23
While operation choke point 2.0 set the industry back months (years?) in the fallout of the FTX collapse by targeting fiat on and off ramps such as the silvergate exchange network and signature bank, there’s been a lot of news the last two weeks about new players making it easier for fiat to flow in and out of the digital asset ecosystem.PayPal, which has 400M+ active accounts, launches stablecoinVisa enables fiat payments for ethereum gas costsEurope approves first spot bitcoin ETFGnosis pay...
gm fam. we are trying out a new format. this account will share more regular but less structured research relative to our primary mirror account. themes include but not limited to macro, web3, AI, IP, and the metaverse. nothing here is investment advice, just data and commentary for fun and learning.
best way to reach us is on twitter.
gm fam. we are trying out a new format. this account will share more regular but less structured research relative to our primary mirror account. themes include but not limited to macro, web3, AI, IP, and the metaverse. nothing here is investment advice, just data and commentary for fun and learning.
best way to reach us is on twitter.
Share Dialog
Share Dialog
Subscribe to Kintsugi Research
Subscribe to Kintsugi Research
<100 subscribers
<100 subscribers
No activity yet