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China Embraces Ethereum

CBDC running smart contracts on Ethereum! That idea has now been proposed semi-officially in China, by Yao Qian, former head of the digital currency initiative at China’s central bank (see link below). The proposal is important both by showing how central bank thinking is advancing rapidly to embrace the idea of CBDC and cryptocurrencies operatingContinue reading “China Embraces Ethereum”

The Harmonic Triangle: CBDC, Cryptos, Stablecoins

The Harmonic Triangle of Cryptocurrencies, Central Bank Digital Currencies (CBDCs), and Stablecoins is slowly starting to emerge as the digital future. CBDC, Cryptos and Stablecoins are complements, not rivals Far from being rivals, these three have the potential to be highly complementary. Look at what each of the three does best: – CBDC: The universalContinue reading “The Harmonic Triangle: CBDC, Cryptos, Stablecoins”

1st Dec: The most important crypto date since the launch of Bitcoin

1st Dec: The most important crypto date since the launch of Bitcoin Arguably the most important event in cryptocurrency history, since the launch of Bitcoin in 2009, is scheduled for 1st December 2020: launch of the Ethereum Beacon Chain. Earning 15% on a currency? The Beacon Chain sounds technical, but in practical terms, it meansContinue reading “1st Dec: The most important crypto date since the launch of Bitcoin”

How to break up Google, without breaking up Alphabet

When the anti-trust case against Google was announced this week, the share price of its parent, Alphabet, went up. Suggesting that investors expect that either the case won’t stick, or that if it does, the remedy won’t be effective. And indeed, although the authorities have said that all possibilities are open, the remedies mentioned soContinue reading “How to break up Google, without breaking up Alphabet”

Tobin’s Q, QE, Canal Barges, and Tech stocks

I’m not sure that equity market investors have fully taken on board the full implications of the policy change that Jerome Powell at the US Federal Reserve announced recently. A couple of canal barges, the narrow ones that go through the eighteenth century locks on Britain’s oldest canals, can help explain why. Canal Barges andContinue reading “Tobin’s Q, QE, Canal Barges, and Tech stocks”


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