Crypto

The problems with NFTs (and possible solutions)
Weekend Reading /
Global

The problems with NFTs (and possible solutions)

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
19 February 2022
Strategy Note /
Global
Fintech’s record-breaking year
Rahul Shah
17 February 2022
Strategy Note /
Russia
Russia shifts its crypto stance as sanctions loom: Regulation not prohibition
Rahul Shah
15 February 2022
Strategy Note /
Saudi Arabia
The ultimate guide to Saudi Arabia fintech
Rahul Shah
9 February 2022
Weekend Reading /
Global
What you were reading on Tellimer Insights in 2021
Tellimer Research Team
15 January 2022
Latest in Crypto
Quantitative Analysis /
Global

Introducing Tellimer's new crypto indices

Indices are primarily used as benchmarks for asset class performance and also provide the foundations for building diversified 'passive' portfolios. As one might expect, the Small Cap index has a higher beta than the Large Cap index, which results in...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
2 August 2021
Quantitative Analysis /
Global

How Tellimer indices are optimised for the tech-fuelled crypto markets

Holding Bitcoin alone outperformed buying and holding the top 10 coins from 2014 by 500%. Technological advancements continue to drive price growth in the new coins – Ethereum being the most notable. The number of cryptocurrencies in circulation has ...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
16 August 2021
Quantitative Analysis /
Global

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 Huckle
James Huckle  @ Tellimer Research
20 May 2021
Quantitative Analysis /
Global

Crypto basket outperforms Bitcoin – Ethereum makes new highs

We have compiled a dynamic index of the top 10 cryptocurrencies (ex-stable coins) by market capitalisation, with each constituent being equally weighted (unlike traditional market cap indices such as the SP500). There are around 4,000 existing crypto...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
22 April 2021
Weekend Reading /
Global

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 Domjan
Paul Domjan  @ Tellimer Research
29 May 2021
Weekend Reading /
El Salvador

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 Domjan
Paul Domjan  @ Tellimer Research
12 June 2021
Weekend Reading /
Global

Not all money is currency: EU, China, Ukraine routes to true central bank crypto

A number of factors, including China’s recent crackdown on cryptocurrency mining, falling enthusiasm for gold among younger Indians and El Salvador’s embrace of Bitcoin, have led clients and colleagues to ask me for a framework to think about central...

Tellimer Research
Paul Domjan
Paul Domjan  @ Tellimer Research
3 July 2021
Weekend Reading /
Global

The problems with NFTs (and possible solutions)

Investors are often shocked to find out that their precious NFT artwork is not actually stored on the blockchain at all, and that, embarrassingly, they only own a hyperlink to their artwork – not the artwork itself. Artificially inflating the value o...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
19 February 2022
Weekend Reading /
Global

The top 10 crypto trends

Cryptocurrencies have really hit the mainstream this year. Crypto 3.0 improves environmental sustainability by 99.99% and transactional scalability by nearly 100x. The three most popular stablecoins – Tether, USD Coin and Binance USD (which are all p...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
11 December 2021
Quantitative Analysis /
Global

The top 5 most valuable NFT collections

NFTs (non-fungible tokens) are one-of-a-kind digital assets, usually digital artwork, that are stored on the Ethereum blockchain. CryptoPunks are 10,000 unique 24x24 pixel art NFT characters and are widely credited with starting the current NFT craze...

Tellimer Research
James Huckle
James Huckle  @ Tellimer Research
4 January 2022

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