Thomas Brand

bitcoin crypto assets crypto cryptocurrency technical analysis ethereum markets bitcoin mining crypto trading digital assets money monetary policy market analysis inflation economics energy blockchain défi finance store of value coinbase risk management mining luna terra proof of work coinmotion investing staking the merge esg electricity markets xbt commodity money settlement bitcoins lightning network cypherpunk controlled supply digital payments payment network bitcoin protocol energy systems renewable energy risk asset allocator alternative investments asset management tokens security bear markets anchor protocol risks payments ust btc allocation portfolio terrausd ethereum 2.0 vitalik buterin proof of stake utxo ukraine analysis luna foundation guard volatility stablecoins smart contracts research block rewards block subsidy green financial services financial products industrial economics mining economics subsidy green mining sustainability electronic cash e-cash monetary assets monetary premium developmental goals ngos education entrepreneurship microgrids minigrids electrification electricity development economics development underdevelopment sub-saharan africa africa regulations pricing the grid geopolitics swot pestel political risks finland computation power price politics clearing libertarianism monetary asset satoshi nakamoto monetary regime monetization demonetization asset classes investment modelling hyperbitcoinization instrinsic value evaluation efficiency difficulty adjustment demand response off-grid grid heating bitcoin miners gas flaring oil & gas industry bitcoin network diversification hedge risk-adjusted returns sharpe ratio portfolio management wisdomtree safello avanza market research fidelity investments wealth management networking activity intrinsic value fundamental analysis on-chain analysis public ledger blockchain networks network effects valuation metcalfe's law pos pow supply shock liquid staking ethp ethw hodl waves binance capital markets the great reset celsius quantitative easing puell multiple jpmorgan gold greed & fear deep value hodl price whales indicators death spiral default structured model redemption mechanisms terra luna data rsi correlations elon musk twitter coin days destroyed trading transaction costs eip-1559 scarcity hashrate environment stake yield distribution accumulation block reward data analysis donations sentiment black swan coinbase premium derivatives binance smart chain polkadot cardano coinmotion research planb stock-to-flow nft eth