Donal Ashbourne

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

Beware the predictive power of Bitcoin halvings

21 September 2023 The fourth Bitcoin halving will occur in April 2024 Previous halvings have preceded sharp price rises  There are other…
Analysis

Stablecoin supply down below $125 billion as capital continues to leak from crypto

18 September 2023 Key Takeaways The total supply of stablecoins has fallen every month since UST collapsed in May 2023 Last month…
Analysis

Crypto volatility continues to plummet, spot volume now at two-year lows

13 September 2023 Key Takeaways Volatility briefly rose in crypto markets last month but is back near all-time lows Capital flight out…
Analysis

Could softer liquidity conditions finally pump Bitcoin?

12 September 2023 Key Takeaways The US unemployment rate jumped to 3.8% last month, from 3.5% previously Cooling economic data has strengthened…
Analysis

DeFi risk-reward remains out of whack, TVL continues to dip

11 September 2023 Key Takeaways The total value locked in DeFi is close to levels last seen in March 2021  Ethereum is…
Analysis

Ethereum volatility falls below Bitcoin as volume lags

8 September 2023 Key Takeaways Volatility has picked up in the last two weeks but remains low compared to normal levels Ethereum’s…
Analysis

ETF season continues as Ether application lodged while markets plod along

7 September 2023 Key Takeaways The crypto market has seen increased volatility off the back of ETF developments in the last couple…
Analysis

Bitcoin volatility increases but remains far off historic levels

7 September 2023 Key Takeaways The last two weeks have seen increased volatility in the crypto markets Bitcoin fell from $29,000 to…
Analysis

Grayscale Bitcoin trust discount narrowing, SEC pushed out ETF deadline

5 September 2023 Key Takeaways Crypto volatility has picked up in the last two weeks A positive court ruling regarding the conversion…