This Week in Blockchain & Cryptos: Insurance For Hacking, Bitcoin Swaps Trading, & Bitcoin Dominance
Bitcoin's dominance accelerates. As of 14 September 2018, Bitcoin's market cap represented 55.8% of total cryptocurrencies market cap, rising...
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Asian Equities: Model Portfolio Completes a Year; More to AI Picks and Shovels, Selectively to LLMs
Our Model Portfolio rose 42.6% in the past year driven by with KR & TW tech. Worries about AI capex from LLMs & hyperscalers persist, but compute,...
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This Week in Blockchain & Cryptos: Micree Zhan, Bithumb, & "I Respect Bitmain, but We Will Top Them"
Bitmain's Micree Zhan - The controversial Bitmain IPO continued to receive a lot of spotlight, with continued questions and concerns about its...
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Asian Telco Wrap: Catching up with Results Around the Region
Having been out of the office for a couple of weeks this note attempts to briefly summarize recent results from around the region (ex Japan -...
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Smartkarma's Week That Was in JP/KR: BOJ Again, JP/KR Earnings! & SK Telecom
Last week was a week of earnings releases for Japan analysts in this Smartkarma community. I have picked up several earnings insights from the...
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