PODCAST · education
Monochrome
by monochrome.co
Monochrome provides investment-grade insights, education and expert-led research to assist investors in navigating the digital asset industry.
Episodes
-
ESG Series - Governance Part 2: How Poor Governance Leads to Poor Outcomes | Narrated
Since Bitcoin’s inception in 2008, the interest in Bitcoin and other digital currencies has grown significantly. Between 2010 which saw the very first exchange created which made it simpler to trade bitcoin, to the now arguably saturated marketplace for cryptocurrency exchanges, inadequate...
-
ESG Series - Governance Part 1: Bitcoin and Governance | Narrated
Oftentimes within the Environmental-Social-Governance (ESG) framework, Governance can take a back seat to the Environmental and Social elements because they are seen as having farther reaching or more relevant impacts. On the other hand, some of the biggest disasters in human history, such as the...
-
ESG Series - Social Part 5: Inflation & Series Conclusion | Narrated
Conceived in the wake of the 2008 global financial crisis, Bitcoin was created as an alternative to central bank-issued currencies. Years later, and the case for Bitcoin as a monetary rival has been furthered by concerns of high inflation in many smaller or less developed countries, which is...
-
ESG Series - Environmental Part 5: Bitcoin as a Driver of Energy Innovation & Series Conclusion | Narrated
As with most things related to analysing Bitcoin, much of the data that was presented in the first four parts of the series has changed. Luckily, we took a first-principles approach, where we illustrated how Bitcoin’s power-draw (measured in GW) can be calculated by anyone, by simply multiplying...
-
ESG Series - Social Part 4: Foreign Aid | Narrated
The need to reduce poverty and support economic development in less developed countries is typically addressed by wealthier nations and global organisations such as The United Nations, World Bank and The International Monetary Fund, in part through the instrument of foreign aid. However, aid...
-
ESG Series - Environmental Part 4: Energy, Electricity and Emissions | Narrated
In this piece, we will discuss the relationship between energy, electricity and emissions, and why the distinction is necessary to make. We will showcase Bitcoin’s current electricity mix, and what that means in regards to energy use and emissions in a global context. Read the original article here.
-
ESG Series - Social Part 3: Remittances | Narrated
One of the most socially compelling use-cases for Bitcoin is its potential to transform the remittance market, which involves the payment of money from one party to another, usually across borders. Whilst the cost of remittances has trended gradually downward, it is still relatively high compared...
-
ESG Series - Environmental Part 3: State of The Network | Narrated
This is the third instalment of Monochrome Research’s E in ESG series and will discuss the state of the Bitcoin Mining network. Topics to be explored in this report are the current state of mining hardware, and industry-wide electricity and energy use, and emissions. Ever since…
more -
ESG Series - Social Part 2: Diversity and Inclusion | Narrated
It can be challenging to reimagine the current financial system. However, whilst most of us will continue to have access to and use traditional banking systems in the foreseeable future, Bitcoin may play a more significant role for the 31% of adults globally that remain unbanked and underbanked...
-
ESG Series - Environmental Part 2: Drivers of Bitcoin Energy Use | Narrated
In this second instalment of the E in ESG series from Monochrome Research, we explain Bitcoin’s Proof-of-Work (PoW) consensus mechanism, the source of its power consumption. An explanation of both endogenous and exogenous incentives for Bitcoin miners will also be given, and a breakdown of the...
-
ESG Series - Social Part 1: Bitcoin’s Social Impact | Narrated
It is often claimed that bitcoin offers little use to a society that traditionally operates using fiat currency. Others maintain the perspective that bitcoin is solely an investment tool used to generate capital gains or diversify a portfolio. Whilst the latter perspective may be valid, it is...
-
ESG Series - Environmental Part 1: Bitcoin and the Environment | Narrated
In this five-part series on Bitcoin and the environment, we aim to deliver a thorough overview and context of Bitcoin’s energy use and environmental impact. First, one must understand what drives Bitcoin’s energy use. From there we provide an overview of the current state of the Bitcoin Network...
-
Craig Hobart Presents at Advisers Big Day Out 2022 | Considering Crypto-Assets Post ASIC REP 705
Craig Hobart, Head of Distribution at Monochrome Asset Management, attended the Advisers Big Day Out (ABDO) conference to discuss the developments in the crypto-asset space relevant to financial advisers following ASIC REP 705. Mr Hobart’s speech included a market update and recap of the...
-
Roads to an Australian Bitcoin ETF, Part 4: Australia | Narrated
As the Roads to an Australian Bitcoin ETF series draws to a close, Monochrome peel back the layers of our own market, examining ‘crypto industry baskets’, regulation, and what may lie ahead for Bitcoin ETFs in Australia. During this piece the Monochrome team will provide overview and commentary…
more -
Bitcoin and “The Cult of Satoshi” | Narrated
One of the most common criticisms of Bitcoin I hear is that it sounds like a cult or religion. I believe that the religious element of Bitcoin is a feature, not a bug. In fact, I would say the single final financial backstop that gives Bitcoin “value” is its religious adherents. To begin…
more -
Roads to an Australian Bitcoin ETF, Part 3: Europe | Narrated
In the third part of Monochrome’s “The Roads to an Australian Bitcoin ETF” series, the team explores the intricacies of European exchange-traded products (ETPs) holding crypto assets and the challenges faced by European regulators in bringing these products to market. Read the original article...
-
Risk Series, Part 3: Uncontrollable Risks | Narrated
In the first article of our Risk Series, we outlined several frameworks which can be used to evaluate risk, such as the Value at Risk (VaR) and the Standard Risk Measure (SRM) frameworks, defined systematic and idiosyncratic risks and the four different categories Bitcoin’s risks fall under....
-
Why do People Look at Bitcoin’s Price on a Log Scale? | Narrated
Despite first being launched on January 3rd, 2009, Bitcoin had no market value until over a year and a half later, first trading for around 5 US cents in July 2010. Just over 13 years later, a single bitcoin was worth approximately US$39,000 - a growth of just under 80 million percent…
more -
A Summary of the CSIAC March 2022 Paper, “Exploring Cryptocurrency” | Narrated
In light of the March 2 release of the Cyber Security Industry Advisory Committee’s (CSIAC’s) recent paper, Monochrome provide summary of the recommendations and perspectives offered. Following “Locked Out: Tackling Australia’s ransomware threat” and “Back to Business: Recognising and reducing...
-
Roads to an Australian Bitcoin ETF, Part 2: Canada | Narrated
In the second of Monochrome’s multi-part series on Bitcoin’s investment market evolution, the team delves deeper into Canadian markets and the court cases that defined them, the world’s first spot Bitcoin ETF and why not all first-mover advantages are equal. Read the original article here....
-
Lonsec Webinar Series: Crypto-Assets, Where to for Product, Portfolios, & Advice | Discussions
Craig Hobart, Head of Distribution at Monochrome joined Lukasz de Pourbaix, Executive Director and Chief Investment Officer, Lonsec Investment Solutions to discuss crypto-assets and the questions financial advisers have regarding the asset class. Covering topics including how to access...
-
Risk Series, Part 2: Bitcoin Idiosyncrasies | Narrated
It can be difficult to comprehend the concept of Bitcoin. Its nature is often shrouded in speculation, especially regarding its purpose and ramifications on the global financial system and society as a whole. This speculation breeds uncertainty about Bitcoin’s risks and the tools necessary to...
-
Roads to an Australian Bitcoin ETF, Part 1: The U.S. | Narrated
In the first of a multi-part series on Bitcoin’s investment market evolution, Monochrome examines the journey taken in US markets to launch a Bitcoin ETF. As Bitcoin matures and is recognised as a potential institutional investment asset and local investors anticipate the launch of an Australian...
-
Risk Series, Part 1: Looking at Bitcoin Through the Risk Lens | Narrated
In order to fully understand the risks associated with Bitcoin, we must first understand the concept of risk itself. After understanding traditional definitions of risk and various risk management frameworks, we can see whether these frameworks are relevant or not. As alluded to in several…
more -
Foundational Series, Part 3: Volatility of Bitcoin | Narrated
Bitcoin has been garnering significant attention as it begins to be adopted by a wider range of investors. The investor base is starting to shift from retail investors to large institutions. Naturally, questions regarding its volatility and legitimacy as an investment opportunity will arise. This...
-
Foundational Series, Part 2: How to Value Bitcoin | Narrated
In a canonical July 2010 Bitcointalk.org forum post by Satoshi Nakamoto, Bitcoin’s creator, they said “Sorry for being a wet blanket. Writing a description for this thing for general audiences is bloody hard. There’s nothing to relate it to.” Because Bitcoin is so hard to describe, define or...
-
Foundational Series, Part 1: The Origins and Evolution of Bitcoin | Narrated
As Bitcoin enters its second decade, it is opportune to reflect on its transformation from a monetary thought experiment, the first recorded transactional use being to buy pizza, into a fully-fledged financial ecosystem that has garnered significant interest, both from retail and institutional...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Monochrome provides investment-grade insights, education and expert-led research to assist investors in navigating the digital asset industry.
HOSTED BY
monochrome.co
CATEGORIES
Loading similar podcasts...