Cryptocurrencies’ Internal and External Relations: a Descriptive Analysis of Cryptocurrency Dynamics and Relations to the US Equity Market

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School of Business | Bachelor's thesis

Date

2017

Major/Subject

Mcode

Degree programme

Rahoitus

Language

en

Pages

34

Series

Abstract

This thesis is a descriptive statistical analysis of cryptocurrency market and its relation within cryptocurrencies and across asset classes, using correlation functions, orthogonalized impulse response functions and OLS regressions. Consistent with Wang (2014), bitcoin does not suffer from a liquidity trap, even though bitcoin is a decentralized system. This thesis concludes that bitcoin has a lead effect on only 2 out of 8 of the top cryptocurrencies, endowing diversification benefits within cryptocurrency market. This paper provides evidence on cryptocurrency market’s and US equity market’s impulse response dynamics which are insignificant, consistent with Gangwal’s (2016) results that adding cryptocurrencies to a diversified portfolio will yield to a higher Sharpe ratio. Lastly, the study reports bitcoin momentum factor having an impact on banking and financial industries’ excess returns.

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Thesis advisor

Shin, Sean

Keywords

Bitcoin, Bitcoin liquidity, Bitcoin and equity market, cryptocurrency, descriptive analysis, asset class, market relations

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