Author: Vin Narayanan
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New Pick: Growth Is Brewing for This Small American Business
This week, I’m making a different kind of investment recommendation — one that I think you’ll really like. For the past couple of years, I’ve been looking into investing in small businesses. Small businesses account for about 44% of U.S. GDP. That’s $10.3 trillion in economic activity. But until recently, most investors were locked out of effectively investing in small businesses like restaurants, coworking spaces, breweries, and energy services — to name…
The SEC Can’t Kill Crypto
By Vin Narayanan on June 9, 2023
We’re entering a new phase in the development of the crypto ecosystem. The era of crypto exchanges and crypto businesses operating without any regulatory oversight are coming to an end. The European Parliament voted 517-38 in April on a comprehensive package of new rules aimed at…
Cityzenith Shuttered, but Investors Still Have Hope
By Vin Narayanan on June 8, 2023
Many First Stage Investor members have written in to ask us about Cityzenith closing its business. We recommended Cityzenith as an investment opportunity in September 2020. And like you, we’re disappointed that Cityzenith closed. We were hoping for big…
Six Coins You Need to Sell
By Vin Narayanan on June 8, 2023
It’s been a week. On Monday, the SEC sued Binance, saying the crypto exchange had shown “blatant disregard of the federal securities laws.” And on Tuesday, the SEC sued Coinbase for acting “as an exchange, a broker, and a clearing agency, without registering as an exchange, broker, or…
Bitcoin Decouples From Stocks, Moves Closer to Gold
By Vin Narayanan on June 2, 2023
Crypto Market Musings It’s been a relatively calm week for crypto. Bitcoin is up 1.73% over the last seven days as of this writing. Ethereum is up 3.54% over the same period. Monero is down 1.93%. Crypto has largely decoupled from the Nasdaq and the S&P…
New Pick: A Hidden Treasure in the Plant-Based Meat Market
By Vin Narayanan on June 1, 2023
Editor’s Note: This recommendation was co-authored by KingsCrowd Investment Research Manager Olivia Strobl. Mmmm, pizza. Much like Homer Simpson, I was born eating pizza. I’m also a vegetarian who dabbles in veganism.
New Pick: A Crypto With a Proven Vision
By Vin Narayanan on May 25, 2023
This month’s crypto recommendation is highly unusual — at least for us. Today I’m recommending a coin that’s already part of the Crypto Asset Strategies portfolio. And it’s the first time we’ve ever done that. Background We recommend small cap altcoins to…
Going Down a Collectibles Rabbit Hole
By Vin Narayanan on May 19, 2023
There’s a group of about 10 people that I’ve been friends with since 1995. We were all young professionals back then, starting out in our first jobs and trying to navigate life as best we could. The fact that we’ve all stayed in touch and remained friends for…
New Pick: A Radically Decentralized Space for Software Developers
By Vin Narayanan on May 12, 2023
Timing the market is a fool’s errand. I’ve written and said that sentence often enough that if there’s ever a Comedy Central roast for me (not going to happen, but still fun to dream about), it will be used to make…
Get Your Investing Mojo Back
By Vin Narayanan on May 12, 2023
Crypto Market Musings Bitcoin is trading around $27,000 as of this writing and is down about 6.5% over the last seven days. Ethereum is trading around $1,800 and is down about 4.5% over the same time period. Welcome to crypto allergy season. Some weeks will be good. Some…
Federal Court Gives the SEC a Deadline to Respond to Coinbase
By Vin Narayanan on May 5, 2023
Crypto Market Musings Bitcoin is down around 0.7% over the last seven days. Ethereum is down about 0.4% over that same time period. And Monero is up about 1.8%. Conflicting macro narratives appear to be driving the market. Inflation is proving to be stubborn, and the…
The Kind of Regulatory Moment Crypto Needs
By Vin Narayanan on April 28, 2023
Crypto Market Musings As I write, bitcoin is trading around $29,000. Ethereum is trading close to $1,900. And the rest of the markets are a mess. Welcome to crypto allergy season, everyone. The bear market is over. The bull market hasn’t started. That means cryptos aren’t…
New Pick: An Ethereum Scaling Solution With Impressive Early Growth
By Vin Narayanan on April 21, 2023
I don’t think we’re in a crypto bull market yet. There’s too much near-term regulatory uncertainty with the SEC going after Coinbase and Bittrex and declaring Algorand (ALGO), Dash (DASH), OmiseGO (OMG), and others securities. That combined with economic uncertainty and inflation concerns means there is still significant…
The Only Criteria That Matters in Real Estate Investing
By Vin Narayanan on April 21, 2023
All real estate is local. Sure, you can compile data and try to see if there are any big picture trends. But if prices in your neighborhood are going down while prices in some city across the country (or state!) are going up, “national” numbers don’t matter. …
New Pick: The Likely Dominant Player in Crypto Data Storage
By Vin Narayanan on April 20, 2023
It’s easy to think about crypto as a series of prices that go up and down. It’s even easier to think about crypto as a series of prices that go up when bitcoin goes up and go down when bitcoin goes down. But the reality is far more…
Inflation and the Fed Are Keeping the Crypto Market in Limbo
By Vin Narayanan on April 14, 2023
Crypto Market Musings It feels like the crypto markets are warming up. As I write this, bitcoin is trading above $30,000. Ethereum is trading around $2,000. Even Solana has managed to make big gains. It’s up almost 20% over the last seven days. Most of Ethereum’s…