Author: Vin Narayanan

Crypto and Public Markets Take Inflation in Stride

By Vin Narayanan on August 12, 2022

Crypto Market Musings Finally, some good news. Bitcoin is trading around $24,000 and is up by more than 4% over the last seven days. Ethereum is trading above $1,880 and is up more than 10%.  This week’s inflation data triggered the rally. The consumer price index…
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As I’ve written — and said — often, trying to time the markets is a fool’s errand. The crypto markets, in particular, are too volatile to time precisely. And for buy-and-hold investors, investment time horizons are more important than investing at exactly the right moment. If you’re holding…

The Search Engine Market Is Waiting to Be Disrupted

By Vin Narayanan on August 10, 2022

Since its launch in 1998, Google is the only search engine that’s really mattered. Yahoo, Excite, Lycos, AltaVista and others just couldn’t keep up. As of July, Google controlled almost 84% of the search market. Bing — Google’s closest rival —…
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New Pick: Invest in Better Crypto Wallets

By Vin Narayanan on July 29, 2022

We’re firm believers in investing in good projects with long-term upside — projects that can survive multiple bear markets, thrive in bull markets and deliver outsized returns over the long run. Finding projects like that with solid traction is even more difficult.

Crypto Bear Market Continues Despite Relief Rally

By Vin Narayanan on July 22, 2022

Crypto Market Musings Relief rallies happen when a lack of bad news — or news that wasn’t quite as bad as investors expected — causes the markets to go up. And they typically take place during bear markets.  We usually don’t…

An Investor’s Approach to Business Models

By Vin Narayanan on July 20, 2022

I have Netflix on my mind. Yesterday, I wrote about how Netflix exploited market inefficiencies to build a dominant consumer brand for our Pre-IPO Profits members. (Editor’s note: It probably isn’t the market inefficiency you’re thinking of. Click here to sign…
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Market Inefficiencies Are an Investor’s Best Friend

By Vin Narayanan on July 19, 2022

There are many different ways to think about which startups to invest in. Some prefer investing in highly disruptive technologies or businesses — like Uber, Tesla or Impossible Foods. Others prefer startups with large or rapidly growing markets. Others like to focus on strong…
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Aave Emerges From Celsius Bankruptcy Unscathed

By Vin Narayanan on July 15, 2022

I wrote extensively about the strong correlation between bitcoin and the Nasdaq Composite and the inverse correlation between bitcoin and the strength of the dollar for Early Investing subscribers today. But crypto’s rich and diverse…

A Strong Dollar Drives Bitcoin’s Price Down

By Vin Narayanan on July 15, 2022

Crypto Market Musings Phew. June inflation numbers came in hot on Wednesday — and the markets mostly yawned. Bitcoin is trading (as of this writing) at around $20,000. It was trading around $21,000 last week. Ethereum is trading around $1,131. It…

There Is No Crypto “Contagion”

By Vin Narayanan on July 8, 2022

Crypto Market Musings Crypto’s recent correlation with the stock market is finally paying dividends. The stock market is rallying — and so is crypto. As of this writing, bitcoin is up almost 11% over the last five days and is trading…
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Tread Carefully When Investing in Energy Startups

By Vin Narayanan on July 5, 2022

With gas prices averaging around $4.88 per gallon, people are clamoring for a solution that both drives costs down now and keeps costs down in the future. The problem is that a fuel crisis is the worst time to search for…
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New Pick: An Interoperability Coin With Staying Power

By Vin Narayanan on June 23, 2022

Well, that happened quickly. On June 12, bitcoin was trading for more than $28,000. By the end of June 13, it had fallen as low as $21,000. By June 18, bitcoin had dipped below $18,000. Bitcoin has rallied a bit since then and is currently trading around $20,350.

When Disruptive Startups Drop the Ball

By Vin Narayanan on June 22, 2022

I’m a huge golf fan. I watch all the major tournaments. I watch several Professional Golfers’ Association (PGA) events a year. One of my dreams is to watch the Masters in person. I love playing too. In fact, I love playing so much that I recently golfed on…
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New Pick: A Deliciously De-Risked DeFi Crypto

By Vin Narayanan on June 17, 2022

As expected, the crypto markets tumbled this week (and some last week as well). The timing of the downswings are fairly predictable now — whenever new inflation data or interest rate hikes hit. The bad economic news triggers a sell-off…

This Crypto Bear Market Is Not Like the Others

By Vin Narayanan on June 17, 2022

Crypto Market Musings The crypto markets have been crashing hard for the past seven days. After spending about a month trading around $30,000, bitcoin is now flirting with $20,000. Bad inflation news last Friday combined with increased fuel prices sparked a massive sell-off in the equities…