Archive: Crypto Asset Strategies

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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 in the equity markets. And because the crypto markets are closely correlated with the stock markets (especially tech stocks) right now, crypto prices sink right along with stock prices. …
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Crypto Monitor: The Benefits of Utility Tokens

By Early Investing on June 10, 2022

Cryptocurrencies can serve a myriad of different purposes. Bitcoin, for example, can be a store of value or even a risk asset. Ethereum is used for smart contracts and serves as the backbone of the decentralized finance universe. Stablecoins, which are designed to maintain a fixed value over…
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Tron’s Troubling Founder

By Vin Narayanan on June 3, 2022

Not every crypto is spilling red ink this year. While bitcoin is down about 37% in 2022, Tron (TRX) is up about 10% this year. And most of the gains have happened in the last 30 days. Last month,…
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Behind the Pick: The Importance of DeFi Diversification

By Early Investing on May 26, 2022

Memorial Day is rapidly approaching. So we expect many of our Crypto Asset Strategies subscribers to be preparing for a long weekend of relaxation.  With that in mind, we won’t keep you too long. We’ve got a lightning-fast version of Behind the…
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The public markets are a mess. The private markets are a mess. The precious metals markets are a mess. And the crypto markets are a mess. Those are the facts. I fully expect the crypto markets to be highly volatile and continue to bottom out over…
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The crypto markets are a bloodbath right now. Bitcoin crashed around 22% over the last week, dipping down to $26,638 on Thursday. And the crypto markets as a whole lost more than 16% of their overall capitalization overnight.  Investors…
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We received an email from a member recently that asked the following questions (and I’m paraphrasing): Why are underperforming coins still in the Crypto Asset Strategies portfolio? Why aren’t coins like ethereum, solana and others that have performed well in…
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Today we’re presenting Behind the Pick, a special edition of Crypto Monitor.  Last Friday, we recommended a new crypto to Crypto Asset Strategies subscribers: Stargate Finance. It’s an interoperability coin created by LayerZero, a startup backed by…
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I’ve always been a fan of pick-and-shovel plays — especially in emerging technologies. Picking winners as the dynamics of the industry are constantly shifting is incredibly difficult. But if investors can identify the technology that any new technology can’t be built without, they’ve found a way to de-risk…
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Various crypto networks have made money transfers and transaction verification fast and efficient. But there are still limitations on how different networks can communicate with each other. Ethereum and Ripple, for example, can’t exchange data.  That’s where interoperability chains come in. Interoperability chains allow for data…
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Last month Adam Sharp mentioned I would be taking over as your Crypto Asset Strategies guide. Adam has only been gone a few weeks. And he is sorely missed. But in the life of a crypto investor, the only…
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Last week, Goldman Sachs made crypto history. The bank completed its first over-the-counter crypto trade with crypto firm Galaxy Digital.  Goldman executed the transaction in the form of a bitcoin non-deliverable option (NDO). Goldman and Galaxy – which have an ongoing partnership – seem pleased with…
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Biden Pushes Government to Regulate Crypto

By Vin Narayanan on March 25, 2022

President Biden signed an executive order earlier this month that directs several federal agencies to develop policies and regulations for cryptocurrencies. Mainstream media reports — and some crypto analysts — linked this development to the U.S. trying to stop Russia from…
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Crypto Monitor: The Vision and Venture Capital Behind Web3

By Early Investing on March 18, 2022

Andreessen Horowitz is a venture capital firm known for its focus on new technologies. The firm has $28 billion in assets under management across multiple funds — including $3 billion in crypto funds. And in January, a16z said it would raise $1 billion for Web3 seed investments.
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Re-Evaluating Your Crypto Holdings

By Adam Sharp on March 11, 2022

Well, this is my last update for you guys. Vin, Andy and the rest of the team will be taking over Crypto Asset Strategies going forward. You’re in good hands. Vin is an old pro by this point and made an amazing…
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Crypto Monitor: Is Solana Worth Investing In

By Early Investing on March 4, 2022

The Crypto Asset Strategies team has been tracking Solana (SOL) for a while now. The coin uses both proof-of-stake and proof-of-history protocols, which makes for a fast, energy-efficient way of tracking and processing transactions. In fact, Solana is faster and cheaper than Ethereum. …