Archive: crypto asset strategies portfolio
Be Cautious in Unpredictable Crypto Markets
By Vin Narayanan on June 30, 2023
The crypto markets have entered a highly unpredictable phase. There are so many contradictory market forces in play that it’s hard to make any short-term market predictions. The SEC is going after Coinbase. Coinbase is fighting back. Blackrock (among others) applied for a bitcoin spot ETF (with bitcoin as the underlying asset). The SEC said no in a matter of days (funny how quickly the SEC can move when it wants to). The Fed paused rate hikes. And now it…
Crypto Monitor: A Crypto Asset Strategies Portfolio Update
By Early Investing on May 5, 2023
We’re in crypto allergy season — a time between the end of the crypto bear market and the start of the next bull market. That means cryptos are no longer moving in lockstep. Some will do well and some will struggle — especially altcoins. But the…
Behind the Pick: A High-Performing DEX in a Brutal Bear Market
By Early Investing on February 3, 2023
Last week, we added Osmosis (OSMO) to the Crypto Asset Strategies portfolio. It’s a decentralized exchange (DEX) for the Cosmos ecosystem. And it’s performing admirably in the middle of a brutal bear market. Osmosis is a great way to gain additional exposure…
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…
How to Invest During a Bear Market (and Stay Sane)
By Vin Narayanan on August 12, 2022
I talk about investing all the time. I speak to groups at investment conferences. I talk about investing on multiple podcasts. I write about investing. I text about it with my friends. My barber talks to me about it while I’m getting a haircut (I’d rather talk football,…
Crypto Sell Alert and Other Important Portfolio Updates
By Vin Narayanan on May 6, 2022
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…