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Why Facebook and CBDC could be real winners from El Salvador’s Bitcoin embrace

For those of us living in developing countries, it’s easy to forget that money actually has three distinct functions: a unit of accounting, a store of value and a means of exchange. After a small-scale, privately funded pilot in the beach town of El ...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 12 June 2021
Why Facebook and CBDC could be real winners from El Salvador’s Bitcoin embrace
Why Facebook and CBDC could be real winners from El Salvador’s Bitcoin embrace

El Salvador moves to make bitcoin legal tender; other countries may follow suit

El Salvador’s president, Nayib Bukele, said over the weekend that he plans to make bitcoin legal tender, making it the first country to do so. Accordingly, a shift from cash to bitcoin should not materially reduce the government’s tax take or its vis...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 7 June 2021
El Salvador moves to make bitcoin legal tender; other countries may follow suit
El Salvador moves to make bitcoin legal tender; other countries may follow suit

Why blockchain's impact will be biggest in EM and how to pick the winners

Several years ago, as Head of Research at Tellimer, I was sitting with a junior analyst over lunch in Dubai. In many other developing economies, however, the central bank lacks this degree of credibility. These are the countries where blockchain-base...
Tellimer Research Paul
Paul Domjan @ Tellimer Research 29 May 2021
Why blockchain's impact will be biggest in EM and how to pick the winners
Why blockchain's impact will be biggest in EM and how to pick the winners

How regulators are striving to turn back the cryptocurrency tide

One of the key challenges regulators face relates to the fundamental character of cryptocurrencies; traders can benefit from anonymity, making it difficult for authorities to take action. Despite regulators’ dampening efforts, trading volume has incr...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 21 May 2021
How regulators are striving to turn back the cryptocurrency tide
How regulators are striving to turn back the cryptocurrency tide

This is what our model predicts for Gold, and its correlation with Bitcoin

Gold had a volatile day on Wednesday and is US$1,859 per ounce at the time of writing. However, it suggests this is likely to mark the bottom of the current flag pattern. The longer-term correlation is much more robust, with gold and the S&P 500 curr...
Tellimer Research James
James Huckle @ Tellimer Research 20 May 2021
This is what our model predicts for Gold, and its correlation with Bitcoin
This is what our model predicts for Gold, and its correlation with Bitcoin

Rating agencies punish African countries for partaking in G20 debt relief

In the FX market, trading has been rangebound in the Asian session as investors await the FOMC minutes later this evening. The notable increase in cocoa exports will bolster foreign currency inflows into the country. Heading into today’s meeting, giv...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 19 May 2021