Archive: crypto

This Crypto Bear Market Is Not Like the Others

By Vin Narayanan on June 17, 2022

Crypto Market Musings The crypto markets have been crashing hard for the past seven days. After spending about a month trading around $30,000, bitcoin is now flirting with $20,000. Bad inflation news last Friday combined with increased fuel prices sparked a massive sell-off in the equities market on Monday. The S&P 500 closed down 4% and in bear territory. The downswing in the stock markets sent the crypto markets…
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Crypto Insider: A Common Crypto Investing Misconception

By Early Investing on June 13, 2022

Crypto investing and startup investing have a lot in common. When evaluating startups and crypto projects (many of which are startups themselves), investors need to consider the technology or service being offered, its customer base, traction, scalability and — perhaps most importantly — its founding team.
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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…

New Crypto Legislation to Be Optimistic About

By Vin Narayanan on June 10, 2022

Market Musings Bitcoin has been trading in a narrow range between $29,311 and $31,630 over the last seven days. Ethereum has been trading between $1,911 and $1,731. The trading range for both coins over the last 30 days has been a little wider, with bitcoin trading between $32,000…
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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,…

Solana Teaches Crypto Investors a Critical Lesson

By Vin Narayanan on June 3, 2022

Crypto Market Musings As expected, bitcoin continues to trade in a fairly tight range between $28,000 and $30,000. Most other coins are loosely tracking with bitcoin. There are some exceptions, though. Tron, for example, is up about 17% in the last 30 days.
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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…
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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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Crypto Insider: How to Handle the Crypto Bear Market

By Early Investing on May 23, 2022

The crypto bear market has been rough. Bitcoin started the year trading at around $47,000 and is currently trading for around $30,000. Ethereum started the year around $3,800 and is now around $2,000. And downtrending crypto prices are just one aspect of a bear market. Investor…

Crypto Needs to Solve the Stablecoin Problem

By Vin Narayanan on May 20, 2022

Demo Day Alert Before we get to the crypto markets, we wanted to alert you to a really cool demo day opportunity. One of the things I love the most about being a startup investor is meeting founders and having them demonstrate their products to me. It’s a…
A member reached out to us earlier this month wondering if there was a good way to track all of the startup investments they had made. This particular investor had made several startup investments across multiple investment platforms and had also done some private placement deals. They also…
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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…

Crypto Is No Longer a Non-Correlated Asset

By Vin Narayanan on May 13, 2022

Market Musings Crypto is in official bear market mode. Bitcoin briefly fell below $27,000 on Thursday. As of this writing, it’s down around 43% on the year and down about 60% from its all-time high of $67,802 last November. Ethereum dropped to close to $1,748 on Thursday. That’s…
May 16 marks the sixth anniversary of crowdfunding under Regulation Crowdfunding. But it was the JOBS Act of April 2012 that made it possible. Whether you go by 10 years ago or six years ago, crowdfunding has come a long way. …
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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…

Fidelity Is Changing the Bitcoin Market

By Vin Narayanan on May 6, 2022

Market Musings The 30-day trendline for bitcoin isn’t pretty. And Thursday was particularly ugly, with bitcoin dropping to $35,871. The broader stock market was routed on Thursday as well. And as of this writing, spot gold and silver prices are down. Investors are skittish.  French regulators…