Marcus Chen

Former Goldman Sachs analyst turned crypto researcher. Covers market structure, institutional adoption, and macro trends.

50 articlesProfessional & Measured

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Articles by Marcus Chen

Oct 24, 2026

Blockstream Wants to Teach Banks Bitcoin. The Advice Is the Loss Leader.

Blockstream is opening institutional consulting services and a Lugano office, putting its engineers in front of banks and asset managers. The consulting revenue won't be huge, but the pipeline into Liquid, mining, and custody might be. Here's what to watch.

Oct 24, 2026

2027 Outlook: The Slow Bleed Is the Real Risk, Not a Collapse

The global economy heads into 2027 with growth forecasts trimmed, tight credit spreads, and stretched equity valuations all showing up at once. A Great Depression-style collapse is still remote. A long slowdown plus another correction is far more plausible, and that's the scenario portfolios aren't priced for.