Crypto narratives and how approaching your crypto portfolio like a record executive can give you an investing edge. Bitcoin = The Beatles If you have an engaged social following, I present you a challenge. Post the following statement on Twitter, Facebook, or whatever your particular social poison is: I don’t get the Beatles. Most…

As the “everything bubble” comes to an end, how does crypto fit into the picture? — Teetering on the Brink Over the last couple of days, I have read a handful of articles about how “the worst is behind us” in crypto markets. Another handful seems to indicate that a “relief rally” is either happening or is about to. As for me, I’ve been predicting the demise of the global…

A growing chorus of crypto “experts” say the worst of the 2022 crypto crash is behind us. Should we listen? The Crypto Macro Environment There seems to be an almost even split between the Crypto Twitter (CT) bulls and bears. As the recent price rally continues, it appears the bull case may be gaining…

Most crypto investors focus on how to make money. The smart money knows capital preservation is the name of the game. Crypto Investing I’ll start this with a statement that should be uncontroversial. Retail investing in crypto is a terrible way to make money. Undoubtedly crypto enthusiasts will balk at that statement…

The 2022 crypto crash has been spectacular. Downside risk remains high, but these are the six tokens I’m taking a bear market bet on. — Waiting for the Bottom I would argue emotional self-regulation is the hardest thing for crypto investors to master. I certainly have not mastered it. Not even close. If you’re new to crypto investing, and indeed, even if you are a seasoned investor, The Intelligent Investor by Benjamin Graham should be on your reading list.

Why Constellation Network goes beyond the typical crypto VC narrative and might be part of the revolution crypto has been waiting for. What is Constellation Network? According to CoinMarketCap, there are over 20,000 crypto projects. Given that, it shouldn’t be surprising if a few hundred interesting ones slip by unnoticed. Constellation certainly slipped by…

Layer 1 projects like Solana, AVAX, and FTM dominated the 2020 bull run. Will Layer 0 blockchain inter-connectivity be the next big play? Crypto Layers Narratives dominate the crypto space. The concept of crypto “layers” definitely falls into the narrative category. The notion of assigning “layers” to crypto projects is roughly based…

What previous crypto crashes can tell us about the crypto crash of 2022. “The Times 03/Jan/2009 Chancellor on brink of second bailout for banks” — Bitcoin Genesis Block The Crypto Crash If you are recently rekt, and especially if you jumped in the crypto game in 2021 at the highs, I feel your…

Alt-Coin speculation can lead to riches or ruin. But are they the best play for the retail investor? “It’s easy to make money when you have a lot of it” — Max Tegmark Alt-Coin Mania It’s merely speculation on my part and yet I think it’s safe to say the average crypto…