Dan Ashmore

Head of Research

Description

Previously an investment analyst within trad-fi, Dan now works across a wide range of asset classes with a specialisation in crypto. In his spare time, he exploits pricing inefficiencies to generate arbitrage trades. His book, “Bitcoin, Money & Human Beings”, builds a model analysing the fair value of Bitcoin and is out now. He also appears frequently on CNBC discussing markets and has published many papers and research analysing Bitcoin and the crypto space.

Current Investments:

Currently split between Stocks, Index funds, Gold and Bitcoin.

What Do You Like Most About Cryptocurrency?

Assessing Bitcoin through a macro lens.

Latest Articles

Research

Report: Bitcoin mining stocks – extreme volatility and underperforming Bitcoin

1 June 2023 Key Takeaways Bitcoin mining stocks have traded with significantly more volatility than Bitcoin itself Mining stocks have underperformed, as…
Analysis

Bitcoin miners lament falling fees, but debt ceiling negotiations cut 30% tax

30 May 2023 Key Takeaways A proposed 30% tax on crypto mining appears to have been cut as part of US debt…
Analysis

Why are Bitcoin transaction fees rising, and what are BRC-20 tokens?

23 May 2023 Key Takeaways BRC-20 tokens were launched on Bitcoin in March 2023 Transaction fees spiked to all-time highs in May…
Analysis

Interest in Bitcoin down to two-year low

23 May 2023 Key Takeaways Google search data for Bitcoin is at a two-year low Search volume is close to the levels…
Analysis

Less than $20 billion of stablecoins left on exchanges as capital continues to drain

19 May 2023 Key Takeaways Nearly $24 billion of stablecoins have left exchanges since FTX collapsed last November The total marketcap of…
Opinion

No, Bitcoin has never seen a bear market before – This time it’s different

18 May 2023 Key Takeaways Bitcoin has been through many bear markets before, always surging back to higher highs Dan Ashmore, our…
Analysis

Celsius withdrawing nearly $800 million of Ether from Lido

17 May 2023 Key Takeaways Bankrupt lender Celsius is trying to withdraw $779 million worth of ETH from Lido The ETH represents…
Markets

Bitcoin roundup: active addresses fall, market makers scale back, price softens

15 May 2023 Key Takeaways Number of addresses containing one Bitcoin or more crosses one million Bitcoin relatively subdued despite trading at…
Analysis

Crypto liquidity falling as market makers pull back from hostile US market

12 May 2023 Key Takeaways Jane Street and Jump Crypto, two prominent crypto market makers, are scaling back crypto operations The decision…