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Equity Analyst, LightStream Research

Supun Walpola

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Thematic (Sector/Industry)

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<p><strong><em>The fact that Bitcoin has not picked up despite the worsening COVID-19 situation has left many questioning the “safe haven” status of Bitcoin. Is Bitcoin behaving in the same way as any other riskier asset? – we believe otherwise.</em></strong></p>
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<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/121/157/original/image_72126525841583220238371.png?1583220238" class="editor-image img-responsive" data-smartkarma-image-id="121157"></figure>
<div style="text-align: left;" class="content-caption"><em>Source: CoinMarketCap and LSR</em></div>


The fact that Bitcoin has not picked up despite the worsening COVID-19 situation has left many questioning the “safe haven” status of Bitcoin. Is Bitcoin behaving in the same way as any other riskier asset? – we believe otherwise.


Source: CoinMarketCap and LSR

This Month in Blockchain & Crypto: Bitcoin Vs COVID-19