Many people have read Benjamin Graham’s “Intelligent Investor” masterpiece, although lately, some might have used the book to light up a barbecue or a bonfire. Personally, I read the book at least once a year since 2007, and often when I am in doubt, I go take a look at…
Category:Crypto
Synnax: A DePIN Project with a Long-Term Vision
Author: Robert Alcorn (Co-Founder and CEO of Synnax) The crypto industry has seen numerous narratives come and go — think DeFi summer, the NFT boom, and the metaverse wave. While these trends may not be in the spotlight anymore, the projects that thrived within those categories are still around. They survived not because…
HERE COMES THE PANIC – BUT NO WORRIES, IT WILL BE VERY SLOW AT FIRST
A piece of breaking news like this one should have sent markets into panic mode: “China Weighs Injecting $142 Billion of Capital Into Top Banks“. However, due to a boiling frog syndrome that is trapping the vast majority of the public, both retail and professional, no one is feeling the…
IS THIS BLACKROCK’S MASTER PLAN FOR BITCOIN?
BlackRock’s spot Bitcoin ETF (IBIT) has been by far the most successful ETF launch in the firm’s history and with ~22.5 bn USD of AUM already is set to surpass the established iShares IAU Gold ETF (~31bn$ AUM) in the near future. However, why does a firm that manages ~10.6…
WHY WE ARE BUILDING SYNNAX, AND WHY CREDIT INTELLIGENCE IS THE FUTURE
As many of you know, I am quite fond of digging deep into corporate financials. However, there is a physical limit to how much a person can cover. Furthermore, it requires a long time and experience to not miss the nuances of increasingly complex financial reporting documents. Add to this…
THE ETHEREUM ETF IS A BIGGER DEAL THAN YOU THINK
Earlier this year in “WHY A BITCOIN ETF WILL REMOVE THE BARRIER BETWEEN CENTRAL BANKS’ MONEY PRINTING AND CRYPTO” we saw a great leap forward being taken toward the fungibility of the crypto and Fiat ecosystems. Was the SEC on board with it? Of course, it wasn’t, and not because…
IF YOU WANT TO BECOME RICH, THERE IS NO POINT IN TRYING TO TRADE A STOCK MARKET CRASH, BUT YOU SHOULD START PREPARING TO TAKE ADVANTAGE OF THE NEXT CYCLICAL BULL RUN THAT WILL COME AFTER
Last week ended with the #VIX closing at 13.49, well below its ~19.50 long-term average, while the CNN “fear and greed” index closed at 40 in “fear” territory. Warren Buffett disclosed his cash “war chest” grew to 189bn #USD and socials have been fantasizing all over the weekend about the…
THE NEXT CRYPTO ALTCOINS SEASON WILL BE A SPECTACULAR DISPLAY OF FOMO
All the talk about #crypto as of late has been mostly around #Bitcoin and the #Bitcoin ETF that, like it or not, has been the most successful ETF launch ever. A while ago, I explained what the #Bitcoin ETF meant for the whole #crypto industry (“WHY A BITCOIN ETF WILL…
THIS IS WHY $BTC CAME DOWN A LOT
I am quite surprised everyone is struggling to understand what’s going on with $GBTC and #Bitcoin price action after #BitcoinETF approval. Do you remember the famous “ $GBTC Basis Trade” that sent to the grave the likes of #BlockFi and #3AC ? In a nutshell, for years, many have been…
WHY A BITCOIN ETF WILL REMOVE THE BARRIER BETWEEN CENTRAL BANKS’ MONEY PRINTING AND CRYPTO
The Fiat “On Ramp” and “Off Ramp” is a concept that is key to #crypto. Buying $BTC or any #crypto asset has never been easy and has always been constrained in one way or another by the “bottlenecks” of the stablecoin structure. In a nutshell, to buy crypto and “enter…