Alex Woodard

@Crypto_Alex17

Economics(finance for a small liberal arts school) Major Whitman College l Research Analyst l Reach out: alex@ar.ca

Seattle, WA
medium.com/@alexwoodard17
Vrijeme pridruživanja: veljača 2018.
72 fotografije ili videozapisa Fotografije i videozapisi

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  1. Prikvačeni tweet
    28. kol 2019.

    Published an article on how an allocation in could fit into a traditional portfolio using Efficient frontiers and Capital allocation lines. Would love to hear everyone’s thoughts!

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  2. proslijedio/la je Tweet
    21. sij

    Great to see continuing to bring their financial service experience to crypto 👌👌

    With the most recent token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we interpret these numbers Thread Below👇
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  3. proslijedio/la je Tweet
    21. sij

    Curious when we're going to get "crypto analyst consensus" revenue & burn estimates for protocol tokens like BNB, similar to the "Wall Street consensus" we have for traditional equities. Probably something or will eventually put together.

    With the most recent token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we interpret these numbers Thread Below👇
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  4. proslijedio/la je Tweet
    20. sij

    ? Check out this analysis by -- well done.

    With the most recent token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we interpret these numbers Thread Below👇
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  5. proslijedio/la je Tweet
    20. sij

    Hey it happened!

    So Digix is offering tokenholders the potential ability to exchange their DGD tokens (worth $36.5m) for a pro rata share of treasury ETH (worth $56.3m).
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  6. 20. sij

    Disclosure: Arca holds a position in BNB

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  7. 20. sij

    To conclude even without 10ks we can take burns and learn a great deal about the overall health of the company.

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  8. 20. sij

    Similarly, we can create a Price to Implied Earnings ratio. Current: 13.26 Average: 21.73

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  9. 20. sij

    To wrap this up, we can use the disclosed burns to create multiples similar to a Price to Earnings by comparing the price to burn per share. The current PB ratio is 66.30 well below the average of 108.67.

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  10. 20. sij

    Using sensitivity analysis we can analyze how different implied avg fee impacts revenues and thus impacts burn amounts. Note: This is annualized and the three scenarios are based on different growth rates in trading volumes.

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  11. 20. sij

    We can make some assumptions about this. Due to Binance's fee tiers, we can assume that the amount of smaller traders who don't qualify for fee discounts has increased. Note: This is an imperfect analysis as it does not subtract rev from OTC, IEO's, ect. (source: binance)

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  12. 20. sij

    Though has stated that the revenue growth has come from Futures, I don't think that tells the full story. We can find the Average Trading Fee by dividing the Implied Rev by Trading Volumes. As we can see the implied avg trading fee has increased the last 2 quarters

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  13. 20. sij

    Revenues and Trading volumes are incredibly important to follow when tracking as BNB quarterly returns are highly correlated with them. BNB and Revenues growth Corr: 0.989 BNB and Trading Volumes growth Corr: 0.791

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  14. 20. sij

    So much so that since they were introduced in September, they have often represented more volume than their spot market. Side note: Though volumes so early initial growth (due to no trading fees promotion) they did not have the same impact as futures.

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  15. 20. sij

    With Spot Volumes still declining, the introduction of new products such as futures have been a success for Binance.

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  16. 20. sij

    Though at similar levels of Revenue as 2017, Binance is a very different company than what they were two years ago. This is most clearly represented in Trading Volumes which are still well below 2017 and 2018 levels Data from Digital Assets Data

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  17. 20. sij

    Importantly, the 2,216,888 BNB represents a token retirement rate of 1.51% (tokens burnt/shares outstanding) this quarter, well above their average of 1.08% per quarter. This pushes back against the critique of buyback and burn models not burning supply at quick rates

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  18. 20. sij

    The Q4 burn represents the 4th consecutive quarter of growth in profits for Binance as well as represents a profit of $188m back to 2017 levels.

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  19. 20. sij

    With the most recent token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we interpret these numbers Thread Below👇

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  20. proslijedio/la je Tweet
    6. sij

    1/ BTC halving via the options market: priced-in? The debate is heating up every day regarding whether the next halving - expected in May 2020 - is already priced in or not, with the discussion centered around the stock-to-flow model and the (in)efficiency of the BTC market.

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  21. proslijedio/la je Tweet
    3. sij

    Today is 's 11th Birthday! I can think of no better day to release my research report: "Bitcoin: Energy Consumption as a Corollary to Environmental Impact and the Potential of the Evolution of Money".

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