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

Analysis

Crypto prices rising and sentiment flipping but liquidity & macro picture are ominous

17 July 2023 Key Takeaways Crypto prices are rising sharply, with Bitcoin up 20% in the last three weeks The filing of…
Analysis

Stay away from Grayscale Bitcoin Trust despite discount narrowing to 10-month low

6 July 2023 Key Takeaways The Grayscale Bitcoin Trust (GBTC) has persistently traded at a discount to its net asset value The…
Research

Bitcoin dominance surging amid changing market dynamics and regulatory crackdown

30 June 2023 Key Takeaways Bitcoin dominance measures the ratio of the Bitcoin market cap to the cumulative cryptocurrency sector market cap…
Analysis

Very few Bitcoins are actually moving, but the liquidity picture could change soon

29 June 2023 Key Takeways Spot volume remains low and liquidity thin in Bitcoin markets Only 2.7% of the supply has moved…
Analysis

Bitcoin correlation with gold drops, highlighting risk-on nature remains

28 June 2023 Key Takeaways Bitcoin’s correlation with gold is currently at its lowest level since FTX collapsed in November Our Head…
Analysis

Bitcoin mining stocks are far riskier than Bitcoin itself

21 June 2023 Key Takeaways Bitcoin mining stocks have underperformed Bitcoin heavily over the last year Greater competition among miners and higher…
Opinion

Should exchanges fear a Blackrock ETF?

20 June 2023 Key Takeaways Blackrock is the biggest asset manager in the world and has filed for a spot Bitcoin ETF…
Analysis

Report: 33 straight days of net withdrawals from crypto exchanges

19 June 2023 Key Takeaways Regulators are clamping down hard on the US crypto industry, with recent lawsuits announced against Binance and…
Research

Bitcoin correlation with stocks at 5-year low as regulatory crackdown takes toll

15 June 2023 Key Takeaways Our Head of Research, Dan Ashmore, digs into Bitcoin’s relationship with stocks Correlation between Bitcoin and the…