1 Comment

Hi Michael,

I read your thoughts on Bitcoin with interest, its good to get a Tradfi trader's thoughtful perspective.

Coinbase could be a valuable addition to the portfolio given the promise of alt-season in Bitcoin's setup (and Ethereum's rebound). Nonetheless, I am rather bearish on the company itself, which seems to combine the worst aspects of crypto (zealous and unhinged right wing ideology) with the more staid habits of tradfi.

Expand full comment