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
Over two-thirds of the Bitcoin supply has not moved in a year
21 March 2023 Key Takeaways Long-term holders continue to sit on their Bitcoin stashes Two-thirds of the supply has not changed hands…
Opinion
Coinbase CTO bets Bitcoin to $1M in 90 days, but I’m not sure even he believes it
21 March 2023 Key Takeaways Former Coinbase CTO Balaji Srinivasan bet an anonymous Twitter account $1 million that Bitcoin would trade at…
Research
Top 10,000 Bitcoin investors control one-third of the supply
17 March 2023 Key Takeaways Bitcoin is a decentralised asset, yet large amounts are controlled by a select few The top 114…
Research
No, Bitcoin is still as correlated as ever with the stock market – A Deep Dive
16 March 2023 Key Takeaways Bitcoin’s recent surge has drawn surprise as banking sector has pulled stock market down Declaring this a…
Opinion
Why is Ethereum falling against Bitcoin? Maxis loudly celebrate but miss the point
15 March 2023 Key Takeaways Ethereum has fallen against Bitcoin thus far this year This is unusual as the market has risen,…
Opinion
Why is Bitcoin going up? $26K breached but there is reason for suspicion
14 March 2023 Key Takeaways Bitcoin has surged beyond $26,000 as interest rate expectations flip Inflation reading provides further impetus as investors…
Research
Crypto volatility back to FTX levels, with $791 million of liquidations in 4 days as SVB collapse rocks market
13 March 2023 Key Takeaways Crypto volatility is back up to levels last seen when FTX collapsed in November $791 million of…
Research
Bitcoin supply on exchanges lowest since 2017 bull market peak, but why? On-chain report
24 February 2023 Key Takeaways 11.8% of the Bitcoin supply is currently on exchanges, the lowest mark since 2017 Supply of Bitcoin…
Interview