Author: Vin Narayanan
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New Pick: A Lucrative Opportunity to Destroy Harmful “Forever” Chemicals
Editor’s Note: This recommendation was co-authored by KingsCrowd Senior Investment Research Analyst Léa Bouhelier-Gautreau. I take due diligence seriously. When I investigate a startup investment opportunity, I spend countless hours reading through the raise page and SEC filings. I scour the internet researching any science or technology that might be involved. I take a deep dive into the industry the startup is working in so I can understand the…
Ethereum’s Price Action Is Tied to the Shanghai Upgrade
By Vin Narayanan on April 7, 2023
Crypto Market Musings Bitcoin is having a year. In the midst of a banking crisis and regulatory upheaval, bitcoin quietly posted a 72% gain in the first quarter of this year. That’s bitcoin’s most popular quarter since the first quarter of 2021, when bitcoin’s price went up 102%.
Crypto’s Two Biggest Exchanges Get Heat From Regulators
By Vin Narayanan on March 31, 2023
Crypto Market Musings Bitcoin broke through the $28,000 barrier (and for one brief moment topped $29,000) on Wednesday after spending about a week trading in the $27,000 range. It’s currently trading at $28,460.27. Most cryptos rallied behind bitcoin’s big Wednesday surge (more than 5%). Ethereum jumped…
Two Coins You Should Sell Right Now
By Vin Narayanan on March 24, 2023
Don’t let this recent bitcoin rally fool you. Even though bitcoin is up about 5% over the last seven days and up 20% over the last month, the markets are in a dangerous spot. Much of bitcoin’s rally can be attributed to a big bet placed by Balaji…
Balaji Srinivasan Bets on Hyperinflation
By Vin Narayanan on March 24, 2023
Crypto Market Musings Bitcoin is soaring. It’s up more than 20% over the last 30 days and up about 5% over the last seven days. It’s trading at $27,928.74 as of this writing. Ethereum is up a more modest 10% over the last 30 days and about 1.5%…
Where Silvergate, SVB and Signature Went Wrong
By Vin Narayanan on March 17, 2023
For people my age, Han Solo telling Luke Skywalker “Great, kid! Don’t get cocky!” after Luke shot down a ship for the first time is a seminal movie moment. As a kid, I didn’t even know what “cocky” meant! But I…
Three Cryptos to Stay Far, Far Away From
By Vin Narayanan on March 16, 2023
It’s tough being a crypto investor. Unlike stock market investors or even startup investors, crypto investors typically have to deal with significant information deficits. There simply isn’t as much information about many of the coins out there. What information there is requires a significant amount of effort to…
Crypto Investors Are in Uncharted Territory
By Vin Narayanan on March 3, 2023
Crypto Market Musings We’re in uncharted territory. There have been other crypto bear markets. But this is the first time that crypto has navigated an economic down cycle. And we’re discovering that crypto — including bitcoin — can’t escape the gravitational pull of macroeconomic headwinds. The…
New Pick: An Optimistic Crypto With Forward Momentum
By Vin Narayanan on February 24, 2023
I used to write about horse racing for a living. It was a long time ago. And it was fun! I loved going to the track and talking to trainers, watching people place bets, reveling in the ferocious thunder of hooves hitting the dirt in the…
New Pick: With Great Risk Comes Great Reward
By Vin Narayanan on February 16, 2023
We talk about risk all the time in investing. In the stock markets, companies can fail or not meet expectations. And if that happens, stock prices can go down or tank. In real estate, a property’s value could drop over time. Or it might not generate as much…
Inflation Holds the Key to Market Performance in 2023
By Vin Narayanan on February 3, 2023
Crypto Market Musings I’m not ready to start singing “Happy Days Are Here Again” (the Annette Hanshaw version, NOT the inferior Carole King or Barbra Streisand versions).
New Pick: A Resilient Ethereum Competitor With a Stunningly Fast Network
By Vin Narayanan on January 30, 2023
I’ve been tracking this month’s crypto recommendation for almost two years. I watched its roller-coaster ride to a more than $12 billion market capitalization and its sharp decline to a $2 billion market cap today. And I kept wondering when it would be the right time to invest.
New Pick: A Sophisticated DEX Aiming for Cross-Chain Harmony
By Vin Narayanan on January 27, 2023
One of the trickier elements of crypto portfolio construction is knowing when to diversify and when to double down on elements that are working. In order to be successful, you have to do both. For the past 12 months, we’ve focused mostly on diversification. We needed…
Map Your Own Way Through the Collectibles Space
By Vin Narayanan on January 27, 2023
I’ve started collecting maps. I’m not looking for rare or antique maps. Those don’t really interest me. Instead, I’m looking for maps that capture different periods of time — what cities used to look like 100 or 200 years ago. The maps…
First Mover Advantage Is Not as Important as You Think
By Vin Narayanan on January 25, 2023
I skipped out on Wordle-mania two years ago. The game (in which users get six chances to guess a five-letter word) launched in October 2021. And it took off. People shared their Wordle successes and strategies on Twitter and Facebook. Companies started…
New Pick: A Storm-Proof Decentralized Exchange Crypto
By Vin Narayanan on December 22, 2022
There are many things we can learn from the FTX debacle. First, and most importantly, FTX’s core problems had little to do with crypto. Fraud, mismanagement, hubris and lack of board oversight — among other things — created an unnecessary crypto crisis where…