Tag: Opinion

Fundamental Investing Is Alive and Well in Crypto
Crypto News, Fundamental Analysis

Fundamental Investing Is Alive and Well in Crypto

Following the recent moves in GameStop (GME) and AMC (AMC) stocks, and DOGE and XRP tokens, investors across the globe are rightfully questioning fundamental investment analysis. While cryptocurrencies are often heralded as a gambler’s playground, the irony is that digital assets might be one of the few asset classes left for true fundamental investment analysis.Jeff Dorman, a CoinDesk columnist, is chief investment officer at Arca, where he leads the investment committee and is responsible for portfolio sizing and risk management.Ideas are a dime a dozen. What separates good investments from bad investments is how you express those ideas to maximize upside and minimize downside. For example, in 2011-2012, many very smart investors looked for ways to express the same idea: that...
China Leads Africa’s Digital Currency Race
Crypto News

China Leads Africa’s Digital Currency Race

In Africa, there is a race to define a digital currency standard for the emerging digital economy.So far, we have three dogs in this fight, with no case of a pan-African central bank digital currency either live or at pilot stage.Bitcoin, a form of decentralized digital currency with no issuer Facebook’s libra, now diem, a privately issued digital currency China’s DCEP, a digital version of China’s legal tender, the yuanOut of the three, China’s DCEP from the People’s Bank of China is the leading contender because of a sneaky 20 year head start. Since the mid 2000s, China has discreetly accumulated significant influence over Africa’s technology stack, close to 50% in the mobile handset and 70% in the mobile network layers.Michael Kimani is a creator at C...