In this video I answer reader questions on: investing in index funds vs individual tokens investing in BTC & ETH vs “alt coins” profit taking criteria impression of recent FOMC meeting messages and more… Cheers!
Short-term mkt volatility obscures long term view. In uncertain times, good to remind oneself of latter & ask “Do I still believe this is where the world is going?” If so, stay the course. 10 predictions for the web3 age that I expect to manifest regardless of mkt cycles 👇 Note: Making prophecy is tricky biz. Many of these won’t play out exactly as I describe. But being directionally right is better than being precisely…
Asset price valuation models are becoming memes. Here’s why & how it matters to you as an investor 👇 First, some label definitions so we’re on the same page: An “asset” is any instrument that transfers ownership of value across time & space. For a thing to be an asset it needs to satisfy at least 3 basic conditions: 1/ limited supply 2/ durability 3/ social agreement that the thing can be used to represent…
In this video I talk all abt market cycles— Monetary policy cycle & impact on crypto for 2022 BTC & ETH dominance cycle & relative token performance Web3 innovation cycle Cyclical portfolio rotation & possible strategies Full video on YT Cheers!
Hodling BTC & ETH doesn’t get you far. Outperformance comes from betting on winners b/f the crowd. Yes that’s hard. But crypto is more equal than tradFi. W/ solid process, you can beat many larger players. A 5-step framework for picking winners w/o hot tips or “expert” help 👇 Note if you have PTSD from prior cycles that tells you all “alt coins” go to zero, you need to deal w/ that emotional baggage rn…
In this video I answer reader questions on– Potential high growth picks in my current portfolio Ethereum outlook: no man’s land v.s. triple halving Bull case for algorithmic stablecoins Modular blockchain scaling And more Cheers!
Overall crypto market hasn’t grown in past half yr & will meet w/ more headwind in next 6 mos. But that doesn’t mean there aren’t opportunities if you know where to look. Here’s my market outlook for coming months 👇 First off, from a speculative flow point of view, price growth of large caps like BTC & ETH rely almost entirely on new money coming into crypto. They’re gateway drugs for new participants, whose gains…
I’m bearish on Ethereum. But it may not be for the reason you think. Transition from single chain to layer 1-layer 2 structure has large implications for ETH token valuation. And most people aren’t yet thinking this through 👇 First off I wrote abt how to value blockchain platform tokens like nation state currencies a while ago. I recommend a read cuz it’ll help you understand what I’m gonna say next, as it’s an application…
If you have trouble figuring out which layer 1 blockchains are investment worthy, it’s not your fault. There’re more L1 chains than Italian restaurants in NYC & things are changing fast. Hard to keep up. Let’s go through major L1s one by one & assess prospect for each. Note ’tis my opinion & not investment advice. I try to tell it like it is. If I don’t say nice things abt your bag & you…