CryptoSilence of the naysayers
There’s a lot of gloating going on in the bitcoin community, with reminders of famous (and embarrassing) predictions that it would go to zero.
NewsSouth Africa, we have a gambling problem
Thanks to some good reporting by amaBhungane , we have learned that gambling accounted for 17% of GDP in 2024 – a turnover of R1.14 trillion.
CryptoMicroStrategy’s Book Value Versus Its Market Value
MicroStrategy and the Accounting Dilemma MicroStrategy (MSTR) has a book value per share of $12.62, which is what each shareholder would theoretically receive if the company went…
CryptoSore losers
We reported last week on the stunning accuracy of online betting site Polymarket in predicting the outcome of the US presidential election far better than most polls.
CryptoStablecoins versus The Banks (stablecoins are winning)
An interesting piece of news over the last week may have missed the financial headlines, but it did not escape our attention.
NewsIs it true that SA’s unemployment rate is 33% or 10%?
Capitec CEO Gerrie Fourie recently claimed SA’s unemployment is closer to 10% than the official 32.9% if we count the enormous informal sector which, by some accounts, represents…
NewsMacro Monday
Market Recap Looking back at last week, we saw a mixed bag of figures, the main highlight being the U.S. Federal Reserve Minutes and elections in the United Kingdom and France.
NewsSA’s evaporating manufacturing sector
The chart below is concerning on so many fronts. It shows manufacturing as a percentage of South Africa’s GDP falling from 25% in 1980 to less than 13% today.
NewsScam city
Most of us in the financial sector have had family members who fell for a scam of some sort.
CryptoSigns of a bull market in its infancy
The chart below from Crypto Quant shows something quite extraordinary. Pay attention to the blue line. It shows reserves on crypto exchanges falling… and falling.
CryptoIs it time to abandon exchange controls?
South Africa has had exchange controls since before any of us were born. Why do we still have them? USDZAR – have exchange controls protected the value of the rand?
TradingJapan, the canary in the coal mine
Japan, as you can see below, is the world’s largest holder of US debt. What happens if, and when, it has to call up that debt?