Archive: Crypto Recommendation
New Pick: A Crypto With a Proven Vision
By Vin Narayanan on May 25, 2023
This month’s crypto recommendation is highly unusual — at least for us. Today I’m recommending a coin that’s already part of the Crypto Asset Strategies portfolio. And it’s the first time we’ve ever done that. Background We recommend small cap altcoins to our Crypto Asset Strategies members (click here to sign up). These investment opportunities are more speculative than the large cap coins…
New Pick: The Likely Dominant Player in Crypto Data Storage
By Vin Narayanan on April 20, 2023
It’s easy to think about crypto as a series of prices that go up and down. It’s even easier to think about crypto as a series of prices that go up when bitcoin goes up and go down when bitcoin goes down. But the reality is far more…
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…
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…
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 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…
New Pick: The Best of the Oracle Blockchains
By Vin Narayanan on October 24, 2022
I say or write “timing the market is a fool’s errand”™ so often I’ve started trademarking it. It’s almost impossible to predict the bottom of any market. And crypto markets are much more difficult to predict than others. The crypto markets have been stuck in neutral for extended…
New Pick: Taking Interoperability to a New Level
By Vin Narayanan on September 29, 2022
In bear markets, people tend to fixate on bitcoin and ethereum when it comes to crypto. And for good reason. If bitcoin and ethereum are falling, the crypto markets are likely following their lead. But if you look beyond bitcoin and ethereum, it’s possible to find…
New Pick: An Ethereum Alternative With a Stunning Transaction Rate
By Vin Narayanan on August 11, 2022
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…
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.
New Pick: A Robust Ethereum Scaling Solution With VC Backing
By Vin Narayanan on May 26, 2022
Sometimes — and especially in bear markets — investors need to be opportunistic. That’s why Andreessen Horowitz just launched a $4.5 billion fund for crypto projects. A16z is going bargain hunting. And with good reason. “Bear markets…