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Rasheed Saleuddin
Mar 15, 20216 min read
How to lose money investing in Bitcoin – The case of the Osprey (OBTC) bubble
With Bitcoin (BTC) at all-time highs over the weekend, spare a moment for investors in Osprey Bitcoin Trust (OBTC: Pink sheets. Closing...

Rasheed Saleuddin
Mar 4, 20211 min read
Crypto plumbing: How it started and how it's going
How it started. Bitcoin ca. 2010: How it's going:


Rasheed Saleuddin
Feb 23, 20213 min read
Is Weimar Germany-style hyperinflation inevitable?
It somehow seems so convincing, especially when well-known goldbugs and famous “Big Short” hedge fund managers repeat and retweet it:...

Rasheed Saleuddin
Feb 11, 20216 min read
The Pit, a Gen Z love story?
I've been informed that almost nobody – and this includes finance types and even many financial historians – has heard of the third...

Rasheed Saleuddin
Feb 10, 20212 min read
Who controls the crypto plumbing?
There is a very old saying that the stores that sold the picks and shovels were the only ones to get rich during the Gold Rush. Indeed,...

Rasheed Saleuddin
Feb 9, 20212 min read
Lessons for BTC, from the first fintech in 18th century Britain
A little-known history of private currency innovation might provide clues as to where Bitcoin is headed. For ardent followers, the...


Rasheed Saleuddin
Feb 9, 20214 min read
A SPAC story
It’s 2021 and rich capitalist Charles has a plan. After striking gold with one of the most successful tech companies of all time as an...


Rasheed Saleuddin
Feb 4, 20212 min read
How to (not) regulate investor subreddits
The ride up and down in GME shares has resulted in much hand-wringing and pearl clutching at regulators, professional investors and...

Rasheed Saleuddin
Feb 3, 20212 min read
All that is old in arbitrage is new again, BTC edition
Why offer high single-digit (annualized) returns on BTC loans? Turns out it’s just another classic arbitrage that once again takes...


Rasheed Saleuddin
Feb 2, 20212 min read
Two cents on Gamestop: What we really know.
From a deep and wide reading of the twitterverse, MSM, the usual conspiracy theorists and the many academics who have never set foot in a...


Rasheed Saleuddin
Feb 1, 20212 min read
My humble take on Dalio's BTC post
"I suspect that Bitcoin’s biggest risk is being successful, because if it’s successful, the government will try to kill it and they have...


Rasheed Saleuddin
Jan 22, 20212 min read
Public versus private political spheres
What politicians say publicly and what they do "in the room where it happened" are rarely identical. Everyone I think would agree that...
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