Feb 8, 20212 minIn Retrospect, it was InevitableTesla buys $1.5B of bitcoin on its balance sheet In an event that’s been highly anticipated for months, Tesla has purchased $1.5 billion...
Jul 10, 20204 minThe Dollar in The Global Currency MarketPrior to, and especially following the Great Financial Crisis, the issuance of USD through the creation of credit increased dramatically..
Jul 1, 20203 minThe Case For InflationThe global economic shutdown caused by COVID-19 in Q1 and Q2 of this year was met by an onslaught of monetary and fiscal policy with no..
Jun 10, 20202 minBitcoin as a Hedge to Global and Domestic Calamitywe received several questions surrounding the theme of whether bitcoin is actually a hedge to global and domestic calamity or whether its..
Jun 8, 20202 minGlobal Instability Massively Bullish For Bitcoin Over the Next 18+ MonthsThe primary investment thesis for bitcoin calls for it to act as a hedge against many forms of global calamity while simultaneously acting..
Apr 24, 20204 minThe Tale of Two Miners: How the Bitcoin Halving Impacts Price ActionWhat is the Halving? The Bitcoin reward halving (known as the “Halving”) is an event scheduled to occur approximately every 4 years. The...
Jul 18, 201910 minBlockhead Capital: Decred Investment ThesisDecred is an adaptive cryptocurrency with a rigid monetary policy.
Jul 13, 20196 minHow Heightened Tensions and Subdued Global Growth are Helping BitcoinFour separate stories which we believe represent the primary narratives shaping bitcoin’s investment thesis. These narratives have been (and
Jun 19, 20194 minFacebook's Libra Blockchain and Cryptocurrency ExplainedLibra Blockchain is a currently permissioned blockchain-like platform managed by a Facebook-led institutional consortium.
Jun 6, 20192 minBitcoin is "The Holy Grail" of Uncorrelated Diversification AssetsAt Blockhead Capital, we sought to determine whether the colloquial wisdom that bitcoin is an uncorrelated asset is true.
Apr 9, 201911 minA Macroeconomic View of Bitcoin as a Hedge to Hidden Risks in the Global Financial SystemAdapted from our March 2019 Macro Research Report Global Macroeconomics are Favorable for Cryptoassets Over the past decade, global...
Apr 2, 20191 minTechnical Analysis of the Bitcoin Market Cycle and the Q1 BottomExcerpt from our Q1 2019 Investor Letter Over the past 5 weeks, Matt and I have been working diligently to research the Bitcoin and...
Feb 15, 20193 minHow the “Hash War” Broke November’s Key Support Level:Bonus read from our Q4 2018 Investor Letter. First Published Publicly on Epoch Partners' blog. Epoch is a global investment management...
Oct 19, 20182 minBlockhead Capital Joins EOSVibesWe are extremely excited to announce that Blockhead Capital has joined the EOSVibes block producer on the EOS network. Blockhead Capital...
Oct 10, 20189 minEverything You Need to Know About a Bitcoin ETF Approval:a bunch of market-manipulating hype or impending reality? Special thanks to Joe McGinley, a third-year student at UCLA School of Law and...
Aug 13, 201810 minBlockhead Capital Research: Cosmos Atoms OverviewAn Overview on Cosmos: The Internet of Blockchains Cosmos is a robust “internet of blockchains,” which utilizes a tiered system of...