The crash continues The collapse of FTX is doing further damage to the now very fragile crypto proposition but I have no doubt that once the dust settles, blockchain &...
Coinbase has further to fall. Cryptocurrencies have stabilised around current levels but activity in the space has declined greatly, meaning that exchanges and banks need to make the investment case...
Unprofitable miners are getting ready to dump their equipment. Crypto miners that were rendered homeless by the Merge are struggling to find economic uses for their equipment meaning that they...
Crypto – The Merge pt. II Ethermine, the world’s biggest mining services provider for Ethereum miners will close its servers over the next 24 hours rendering $10bn of hardware useless...
Good for payments. Bad for Nvidia / AMD. The Ethereum Blockchain will attempt to change the way it operates this week which will make it much cheaper to operate (good...
Crypto gives Nvidia a big headache. Nvidia reported difficult results and soft guidance as the hangover from the crypto party continues to be a big headache. FQ2 2023 revenues /...
Crypto heads for a deep freeze. The rhetoric around the safe haven and inflation hedging properties of crypto has gone eerily quiet as it transpires that cryptocurrencies are nothing more...
Coinbase is a low-risk bank that is very unlikely to go bust. The current scare surrounding Coinbase is entirely valid in terms of proper risk disclosure but I agree with...
Intel turns its hand to disruption. The first signs of Intel’s new identity are beginning to emerge with the launch of a new product that aims to challenge Chinese dominance...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Crypto – Deep Freeze.
Spring will come eventually. The bankruptcy of BlockFi adds another layer to the wreckage deepening the crypto winter, but there are real use cases for the blockchain technology that mean...