Archive: Crypto Asset Strategies – Updates
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Fancy Chairs Can Explain Crypto
By Vin Narayanan on July 21, 2023
I spend several hours every day consuming crypto data and information. Only a fraction of that time is spent looking at prices though. I’m much more interested in bigger picture items like use cases, regulatory frameworks, inflation, monetary policy and other macro issues. As I was reading up on Ripple’s partial victory over the SEC, I found a thread on Twitter that sums up my thoughts…
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…
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,…
New Crypto Recommendations and Other Changes to Crypto Asset Strategies
By Vin Narayanan on April 8, 2022
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…
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…
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…
The Risks of Keeping Your Crypto on an Exchange
By Adam Sharp on February 18, 2022
This week the Canadian government ordered crypto exchanges to freeze certain accounts tied to the Ottawa freedom protest. This set off a wave of concern over the risk of government seizing crypto assets. And that’s a very real danger.
Federal Reserve Threatens a 0.5% Interest Rate Hike
By Adam Sharp on February 11, 2022
The Federal Reserve is now openly hinting at a 0.5% interest rate hike, which could come at any time. It might do a 0.5% hike just to look like it’s trying to control inflation. But I remain confident that it can’t actually raise rates back to…
Why You Should Have 70% of Your Crypto Portfolio in Bitcoin
By Adam Sharp on February 4, 2022
What a beautiful bounce today for the crypto market. In the last 24 hours, bitcoin has ripped higher by about 10% and is now back over $40,000. Altcoins are following (for now). Most altcoins have gotten absolutely slaughtered lately. “Ethereum-killer” Solana…
The Crypto Market Seems to Have Hit Bottom… for Now
By Vin Narayanan on January 28, 2022
2022 has already been an interesting year for crypto. How interesting depends on your perspective. Let’s take bitcoin, for example. Here what bitcoin’s chart looks like: 1 Day: +0.33% 5 Day: +5.4%…
Wholesale Inflation Rose 9.7% in 2021
By Adam Sharp on January 14, 2022
This week, news broke that the Producer Price Index – which measures the average change over time in the selling prices received by domestic producers for their output – rose 9.7% in 2021. This was a shocking realization for many. We’re near 10% wholesale inflation!…
Cosmos Takes Off Despite Crypto Market Correction
By Adam Sharp on January 7, 2022
Most of the crypto market has had a pretty rough week. Bitcoin’s down around 12%. Ethereum is down 15%. And a lot of altcoins are down 20% to 30%. However, our new portfolio pick Cosmos (ATOM) is taking off. It’s up 31% over the last week!…
Ethereum Scaling Offers New Crypto Opportunity
By Adam Sharp on December 10, 2021
This week I wrote a piece for HIVE Blockchain, a crypto miner I am consulting for. In it, I went over a very interesting space: Ethereum scaling solutions. But for ETH to go truly mainstream, it needs lower fees…
Bitcoin Hasn’t Reached Its Peak Yet
By Adam Sharp on December 3, 2021
Bitcoin has pulled back significantly, but I still think we’re in a long-term uptrend. I just don’t believe this cycle has peaked yet. With a high of $69,000 so far this year, we’re only up about 3.5x from the 2017 cycle high of around $20,000. In…
Portfolio Update: Haven Protocol Makes Promising Progress
By Adam Sharp on November 19, 2021
Our speculative portfolio coin Haven Protocol has bounced back pretty well from its recent troubles. It had an incident back in July where a hacker exploited a vulnerability. But Haven recently launched a successful fork of version 2.0. (Note the nice social traction…
How to Time a Crypto Exit
By Adam Sharp on November 12, 2021
I am a long-term investor. I make investments while expecting to hold them for at least 10 years. But I do plan on selling some crypto during this bull market at some point. I may sell as much as half. But I don’t think…