Research
Bitcoin Suisse bietet seinen Kunden und interessierten Lesern Einblicke in Trends und Entwicklungen rund um das Krypto-Ökosystem. Wir bieten einen vertieften Einblick in ausgewählte Themen rund um das Thema Kryptowährungen und Blockchain.
Bitcoin Suisse Research Publikationen
Outlook
Enjoy the Silence before the Storm (nur auf Englisch verfügbar)
A tough year is ending. Inflation, interest rates, wars, and more made the bearish market sentiment, in TradFi and crypto alike, so omni-present during 2023, that many investors were caught by surprise that Bitcoin made +150% (at least at the time of writing this early December). Any TradFi investor would call you crazy for naming a market with a 150% surge a bear market. Well, welcome to crypto – and the Crypto Outlook 2024 edition!
Bitcoin’s green turn: An investment thesis for climate change mitigation (nur auf Englisch verfügbar)
Since discovering Bitcoin in 2016, Harald Rauter has been focusing on developing the investment case for Bitcoin as a mechanism for achieving superior economic- and environmental returns. Harald Rauter advises ESG-sensitive capital pools like foundations, HNWI and enterprises in developing tailored investment strategies that leverage Bitcoin’s unlocking potential for higher risk-adjusted returns while simultaneously achieving unrivaled CO2 emission reduction. For the past 10 years he has been an investor and portfolio manager for climate- positive investments both in the public- as well as the private sector. Harald Rauter holds a PhD in Natural Sciences from ETH Zürich and a master’s degree in economics from the Vienna University of Economics.
A Glimpse into sound valuation models, the institutional impact, and crypto’s seat at the portfolio table (nur auf Englisch verfügbar)
An interview with Matthew Sigel, Head of Digital Assets Research at VanEck, about potential U.S. spot ETFs, sound valuation models and digital assets in traditional portfolios.