Archive: Crypto Asset Strategies
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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 to add exposure to decentralized finance (DeFi), interoperability protocols, decentralized exchanges (DEXs), and more. Last month, we doubled down when we added GMX as our second DEX position.
Crypto Monitor: Understanding Institutional DeFi
By Early Investing on January 20, 2023
You’ve likely heard of decentralized finance, or DeFi. Now get ready for… institutional DeFi! Institutional DeFi refers to large institutions using DeFi protocols to tokenize real-world assets with regulatory compliance and institutional-level controls for consumer protection. Institutional DeFi comes with a lot of advantages — including…
Crypto Monitor: Banking Regulators Rattle Off Their Crypto Fears
By Allison Brickell on January 13, 2023
Banking regulators are worried about crypto. Again. On January 3, the Federal Reserve, the Federal Deposit Insurance Corporation, and the Office of the Comptroller of the Currency (OCC) issued a joint statement warning about “significant” risks crypto assets may pose to the broader banking system. “It…
Behind the Pick: A DEX for the Ages
By Early Investing on January 6, 2023
GMX is the latest addition to the Crypto Asset Strategies portfolio. GMX is a rising star in the world of decentralized exchanges. In November, GMX surpassed Uniswap in terms of daily fees earned. And it has performed remarkably well during the…
New Pick: An Answer to Crypto’s Centralized Exchange Problem
By Vin Narayanan on December 16, 2022
Between FTX’s collapse and Binance’s current problems — which I wrote about for Early Investing this week — it’s clear that large centralized exchanges have become pain points in the crypto ecosystem. There are good reasons to…
Crypto Monitor: BlockFi Goes Under, Blames FTX
By Early Investing on December 9, 2022
The ripple effects of the FTX collapse still aren’t over. Crypto lender BlockFi filed for bankruptcy on November 28. BlockFi had been relying on a $400 million line of credit from crypto exchange FTX — and we all know what happened to FTX. …
Crypto Monitor: Sports Tokens Rally Around the World Cup
By Early Investing on December 2, 2022
It’s an exciting time for soccer fans around the world. The FIFA World Cup is underway in Qatar. But sports fans aren’t the only ones who are rallying. Sports tokens also rallied ahead of the World Cup in mid-November — including Chiliz (CHZ), which…
Stargate Finance Still Has a Shot at Success
By Vin Narayanan on November 18, 2022
I like to have the TV on while I write. The background noise helps my mind focus. And because I have YouTube TV, I can record almost anything I want and watch/listen to it later. Earlier this week, I put Meet the Press…
Behind the Pick: ID Verification That Maintains Your Privacy
By Early Investing on November 4, 2022
How many times have you needed to use some form of photo ID to verify your identity? For many of us, the answer is countless. Whether you’re opening a bank account, buying a car or even just picking up a concert ticket, photo identification is almost always required. …
New Pick: A Digital ID That Protects a Person’s Privacy
By Vin Narayanan on October 28, 2022
If a secure identity verification system… Doesn’t collect conventional identity touchpoints (like name, address, phone number, etc.) or traditional forms of identification (like driver’s licenses and passports) And can’t reveal your actual identity Can it actually work? And…
Crypto Monitor: Two Years Later, Cosmos Is Still Going Strong
By Early Investing on October 21, 2022
It’s been two years since we recommended Cosmos (ATOM) to Crypto Asset Strategies subscribers. And it has consistently outperformed the market since then. We first recommended Cosmos when it was trading for $5.15. As of this writing, we’re up…
How to Take a Value Investing Approach to Crypto
By Vin Narayanan on October 14, 2022
This week’s inflation news was not good. Inflation, unsurprisingly, has risen faster than expected despite the Fed’s aggressive rate hikes. The Consumer Price Index (CPI) is up 0.4% from last month, and the core CPI (which excludes highly volatile food and…
Behind the Pick: A Game Changer for Sports Fans
By Early Investing on October 7, 2022
Sports fans are some of the most passionate people on the planet. They care deeply for their teams and follow them religiously. But for most sports fans, going to a game in person or watching it on TV is the closest they ever get to their teams. …
New Pick: The Next Generation of Sports Fandom
By Vin Narayanan on September 30, 2022
It’s been a heavy year for crypto investors. We’ve spent the year talking about bear markets, inflation, interest rates, stock market correlation, dollar cost averaging and so much more. These are all important topics. They’re hardly fun or exciting, though. And investing in crypto…
Crypto Monitor: Binance Shakes the Stablecoin Universe
By Early Investing on September 23, 2022
Earlier this month, Binance made a move that raised eyebrows. The world’s largest crypto exchange launched “BUSD auto-conversion,” which will convert any existing user balances and new deposits of USD Coin (USDC), Pax Dollar (USDP) and True USD (TUSD) into Binance’s own stablecoin. Binance said this auto-conversion is…
Two Predictable Data Points Crypto Investors Can Use to Their Advantage
By Vin Narayanan on September 16, 2022
If you want to find out just how long this bear market is going to last and the market forces driving it, click here to read the report I provided to First Stage Investor members. …