Bitcoin
William D. Cohan
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June 26, 2022
Crypto Civil War & Wall Street’s ‘24 Agenda
News and notes on Bitcoin’s true believers, BuzzFeed’s self-immolation, Buffett’s $19 million meal, and the cynical upside of divided government.
William D. Cohan
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June 19, 2022
Elon Agonistes & The Bull Case for Crypto
Notes on the Musk-Twitter town hall and Wall Street’s evolving arbitrage opportunity, and some hard truths about the crypto crash.
William D. Cohan
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June 12, 2022
Elon vs. The Arbs
There are a lot of losers in Elon Musk’s hostile, weird, off-the-rails takeover/walk-away from Twitter—the company’s employees and board, chief among them. But the most vulnerable players may be the arbitrageurs.
William D. Cohan
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May 8, 2022
Elon’s Church Plate & Cathie Wood’s Downfall
A motley group of coinvestors could help Musk to reduce the risk he is putting on Tesla, but will require him to find even more equity to close his deal for Twitter. Plus: What Liz Warren gets right and where Cathie Wood went wrong.
Baratunde Thurston
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February 2, 2022
Crypto’s Colorblind Promise
For so much of U.S. history, Black people were not allowed to build wealth. But as I explore experiments in web3 and blockchain, I’m seeing a lot more Black people than I used to see in Web 1.0 and 2.0. Is the prospect of “generational wealth” the real deal?
William D. Cohan
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January 26, 2022
The Jack Welch of Crypto?
Why didn’t Microsoft buy Activision with its near-all-time-high stock? Why did Michael Saylor convert MicroStrategy’s treasury reserves into Bitcoin? Perhaps it’s because, as Ray Dalio says, “cash is trash.”
William D. Cohan
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October 17, 2021
Jamie’s Bitcoin Call & The New Barbarians at the Gate
Regarding the most pressing questions on Wall Street and in my inbox.
William D. Cohan
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October 3, 2021
Bitcoin, Cathie Wood’s Tesla Sale & Junk Bond Porn
Regarding the most pressing questions on Wall Street and in my inbox.