Cosima Research
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Institutional Digital Asset Research @CosimaCapital on Twitter
www.cosimacapital.co
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Technical Roundup
ARK Invest Annual Report

Topics covered:
Technological Convergence
Artificial Intelligence
Bitcoin Allocation
Bitcoin In 2023
Smart Contracts
Digital Consumers
Digital Wallets
Precision Therapies
Multiomic Tools & Technology
Electric Vehicles
Robotics
Robotaxis
Autonomous Logistics
3D Printing

https://assets.arkinvest.com/media-8e522a83-1b23-4d58-a202-792712f8d2d3/753ac3f8-c89c-4780-81d2-41a2a71d66ab/ARK-Invest_013124_Big-Ideas-2024.pdf
Watch_This_Space_2024.pdf
6.2 MB
Galaxy Research: Watch This Space 2024
Forwarded from Westward Capital Alpha
Goldman Sachs Research: Global Automation and the AI Humanoid Jan 2024
ByBit Crypto Allocations Report
Forwarded from Leviathan News
Commissioners Peirce and Uyeda wrote a great dissent for the Shapeshift settlement.

Pic above is what it’s like for a crypto startup in Burgerland.

“The environment we have created for the crypto asset markets, especially as it relates to secondary trading, is untenable. It exposes well-meaning entrepreneurs to a regulatory sword of Damocles. Cases like this do not protect investors; they intimidate innovators and entrepreneurs. We respectfully dissent.”
Chainalysis 2024 Crytpo Crime Report
The Silver Institute: Factors that Determine the Silver Price
JP Morgan Electravision 14th Annual Energy Paper