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