Cross-Asset Liquidity Strategist, CrossBorder Capital

Michael J. Howell

Cross-Asset Liquidity Strategist

Implementing Research Using Alt Data & AI

CrossBorder Capital

CrossBorder Capital is a London-based independent investment advisory firm. Founded in 1996, it exploits a gap in the investment arena by focusing on Central bank liquidity. 

It specialises in the monitoring and analysis of global liquidity flows - an important determinant of asset prices, from currencies through to bonds, equities and real estate.

CrossBorder Capital implements its investment strategy and currently manages over US$ 350m.


Cross Asset Strategy

<ul>
<li>Cryptocurrencies may be a better hedge against <em>monetary inflation</em> than gold bullion</li>
<li>Crypto-universe shows a tight, systematic relationship with <em>Global Liquidity</em>
</li>
<li>Since the COVID Crisis a 25% rise in Global Liquidity has triggered a 600% jump in cryptocurrency values, i.e. a 25 times multiplier</li>
<li>With Global Liquidity slated to slow markedly in 2022. Could crypto prices tumble?</li>
</ul>


Cryptocurrencies may be a better hedge against monetary inflation than gold bullion
Crypto-universe shows a tight, systematic relationship with Global Liquidity

Since the COVID Crisis a 25% rise in Global Liquidity has triggered a 600% jump in cryptocurrency values, i.e. a 25 times multiplier
With Global Liquidity slated to slow markedly in 2022. Could crypto prices tumble?


Crypto-Boom Or Tantrum? How Global Liquidity Drives Bitcoin, Ethereum and Other Cryptocurrencies

Specialising in Fintech - Research and Development, Kiitot

Tatja Karkkainen

Specialising in Fintech - Research and Development

Kiitot

Tatja specialises in digital assets and machine learning. She has authored a number of academic papers relating to network effects, financial inclusion, crypto futures and FOMO. Her interest lies especially in predicting long term value. She has had a long and successful track record in institutional investor relationship management, IT and alternative investments. PhD in (Finance) Fintech, MA in Politics, BA in International Relations and Politics. CAIA, IMC, Series 3.

Crypto

<ul>
<li>Decentralised peer-to-peer file sharing network but also the coin is accepted by third parties and can be staked </li>
<li>Difficult relationship to other crypto networks and consumers, which may put walls around its ecosystem  </li>
</ul>


Decentralised peer-to-peer file sharing network but also the coin is accepted by third parties and can be staked 
Difficult relationship to other crypto networks and consumers, which may put walls around its ecosystem  


Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

Advisory Firm Specialized in Cryptocurrencies

Carbono is an advisory firm specialized in cryptocurrencies that helps clients navigate the economic and financial innovations derived from the rise of digital assets. Our investment fund, Abacus Carbono, is designed to be an on ramp for investors interested in cryptocurrencies and projects born under the crypto-economy principles.

<h2>In this issue we cover:</h2>
<ul>
<li>Meet Botto: a decentralized autonomous artist</li>
<li>Six Angles on crypto</li>
</ul>
<ol style="list-style-type: decimal;">
<li style="list-style-type: none;">
<ol style="list-style-type: decimal;">
<li>ETF | Bitcoin futures ETF is here</li>
<li>NFTs | Coinbase to open an NFT market</li>
<li>Geopolitics | Mining in the USA</li>
<li>Gaming | Epic and Steam take positions</li>
<li>Scalability | The Blockchain Trilemma</li>
<li>Facebook | The metaverse company launches a wallet</li>
</ol>
</li>
</ol>

In this issue we cover:

Meet Botto: a decentralized autonomous artist
Six Angles on crypto




ETF | Bitcoin futures ETF is here
NFTs | Coinbase to open an NFT market
Geopolitics | Mining in the USA
Gaming | Epic and Steam take positions
Scalability | The Blockchain Trilemma
Facebook | The metaverse company launches a wallet




Decentralized Art, NFTs, ETFs and Coinbase All Around

Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

<p>For our next Webinar, we have the pleasure of welcoming Esme Pau, Community Lead at EmergentX, and Insight Provider <a href="https://www.smartkarma.com/profiles/mio-kato" target="_blank" data-smartkarma-citation="accounts:713" rel="noopener">Mio Kato</a> for a discussion on digital assets and their inevitable impact on global markets.</p><p>Agenda:</p><ul>
<li>Digital Asset Ecosystem - Top Trends and Future Outlook by Esme Pau</li>
<li>The Potential of DApps and NFTs to Disrupt Ownership Rights by Mio Kato</li>
<li>Discussion/Q&amp;A</li>
</ul><div><h3>The webinar will be hosted on Wednesday, 13 October 2021, 17:00 SGT/HKT.</h3></div><div>
<div class="content-highlight"><h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=87611842600" target="_blank" rel="noopener">Register for the Webinar here</a></h2></div>
<div>Esme has over a decade of experience at leading investment banks and consultancies, advising institutional and private wealth investors in relation to investment opportunities in technology and innovation.  In her previous corporate role, she advised senior leadership on the strategy to navigate disruption through innovation. She is active in the startup ecosystem, serving as a mentor to an accelerator. </div>
<div></div>
<p>Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.</p>
</div>

For our next Webinar, we have the pleasure of welcoming Esme Pau, Community Lead at EmergentX, and Insight Provider Mio Kato for a discussion on digital assets and their inevitable impact on global markets.Agenda:
Digital Asset Ecosystem - Top Trends and Future Outlook by Esme Pau
The Potential of DApps and NFTs to Disrupt Ownership Rights by Mio Kato
Discussion/Q&amp;A
The webinar will be hosted on Wednesday, 13 October 2021, 17:00 SGT/HKT.
Register for the Webinar here
Esme has over a decade of experience at leading investment banks and consultancies, advising institutional and private wealth investors in relation to investment opportunities in technology and innovation.  In her previous corporate role, she advised senior leadership on the strategy to navigate disruption through innovation. She is active in the startup ecosystem, serving as a mentor to an accelerator. 

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.


Smartkarma Webinar | Exploring the Digital Asset Ecosystem

Crypto Investing and Decentralized Finance, Coinstack

Coinstack

Crypto Investing and Decentralized Finance

Coinstack is published weekly by Ryan Allis. He was previously CEO and Co-founder of iContact and led the company from 300 employees, 70,000 customers, and $50M in annual sales and an exit for $169M. Ryan was an angel investor in SpaceX, LendingClub, Change.org, Kuli Kuli, and Catalant. Today, Ryan advises companies and governments on blockchain-related projects and is the Chairman of Hive.org, a global community of 3,500 purpose-driven leaders from 130 countries making a positive impact in the world. Ryan holds an MBA from Harvard Business School where he was Co-President of the Harvard Social Enterprise Club and a fellow of the Harvard Graduate School Leadership Institute.

<p>Following last week’s DeFi &amp; The Future of Finance Part One , today we share part two -- explaining which L1 blockchains are winning in DeFi and the rapidly growing Dapps that are creating the future of finance.</p>

Following last week’s DeFi &amp; The Future of Finance Part One , today we share part two -- explaining which L1 blockchains are winning in DeFi and the rapidly growing Dapps that are creating the future of finance.

United States

Ethereum is an open-source, public, blockchain-based distributed computing platform featuring smart contract (scripting) functionality. It provides a decentralized Turing-complete virtual machine, the Ethereum Virtual Machine (EVM), which can execute scripts using an international network of public nodes. Ethereum also provides a cryptocurrency token called "ether", which can be transferred between accounts and used to compensate participant nodes for computations performed. "Gas", an internal transaction pricing mechanism, is used to mitigate spam and allocate resources on the network.

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Ethereum (XETUSD CURNCY)

Crypto-Boom Or Tantrum? How Global Liquidity Drives Bitcoin, Ethereum and Other Cryptocurrencies

Global Liquidity lifts many boats, but it seems to cause cryptocurrency values to rocket. They have become an ideal monetary hedge. But what is the...

Michael J. Howell

TRON (TRX) – for Entertainment Value

Tron is used for entertainment, and is coined as the 'Frankenstein of cryptocurrencies'. The question arises: "It's alive!(?)"

Tatja Karkkainen

Decentralized Art, NFTs, ETFs and Coinbase All Around

In this issue we cover: Meet Botto: a decentralized autonomous artist. Six Angles on crypto: ETF | Bitcoin futures ETF is here...

Carbono Insights

Smartkarma Webinar | Exploring the Digital Asset Ecosystem

On 13 October, 5pm SGT, join us for a special webinar on digital assets and their inevitable impact on global markets, featuring Esme Pau and...

Smartkarma Research

DeFi & The Future of Finance: Part II

Explaining which L1 blockchains are winning in DeFi and the rapidly growing Dapps that are creating the future of finance.

Coinstack

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