The UofM sponsored the course ‘Decrypting Crypto.’   I was one of three teachers invited to present.  The course was taught at the UofM St Paul Campus on February 1 and 8, 2024.

At first, my role was to compare digital currencies to other mediums of exchange and stores of value.  Moreover, I presented the basic steps involved in any crypto currency transaction.  I also shared adoption models for estimating bitcoin network growth.  Adoption models are essential to understand the demand and pricing of crypto coins.  Next, the course provided a top-down structure to classify crypto coins and tokens, recognizing that over 23,000 tokens are now available   Finally, I presented performance data on blockchain technology stocks available for investing.  The last section also included data on the impact of crypto currencies on portfolio risk and return. A key question to answer was “What is the right amount of digital coins to own given different risk appetites?”

The highlights of the course are listed below:

1. Capital Market Exercise
2. Cryptocurrency Transactions
3. Market Context
4. The Crypto Currency Ecosystem
5. Blockchain Equities
6. Bitcoin Market Prices and Returns
7. Portfolio Considerations

You can download the slides here.

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