Category: Crypto-Macro
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Where are we in the cycle?
My thoughts about how crowd sentiment and overconfidence affect our expectations and publicized market prediction. I tend to think the wisdom of the crowds is mostly a myth. Sure, it does matter for some aspects, but there are too many instances of people acting irrationally, especially when it comes to investing money and especially not…
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Will the next Generational Wealth Transfer pump crypto? Find out.
Will the inheriting Millenials pump Crypto in the coming decade? Galaxy Digital, a Venture Capital Firm, delved into the fascinating realm of generational trends within crypto investing. Given the aging Boomers and Gen-X, the follow questions matter: Let’s start by dissecting how generations are typically categorized in the US: Now, you might be wondering, why…
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Bull-Bias Constant Fight.
How to deal with all the struggle we face while taking decisions during a bull-market. A few weeks back, I read a tweet by the popular crypto-thinker Chris Burniske that struck a nerve. He drew parallels between the exuberant sentiment surrounding the approval of spot ETFs and the euphoria leading up to the Coinbase IPO,…
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Cognitive Biases & Heuristics in Investing Part 2.
Let’s explore the last part of treacherous cognitive biases in trading/investing. 1/ Confirmation Bias: look at your thoughts and stances in various fields, do you have a tendency to only follow one narrative and mindlessly deny other perspectives? Do you dismiss opinions and arguments from people who stand opposite to your position? This kind of…
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Cognitive Biases & Heuristics in Investing Part 1.
As humans we are take weak financial decisions, especially under pressure, learning to spot heuristic biases while going through the though process helps us improve and at least reduce poor decisions.
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Serious about Trading: Market Efficiency, Headlines Trading and Counter-Trading.
Serious about trading crypto, let’s talk about Market Efficiency, Headlines Trading and Counter-Trading Markets’ emotions. Crypto Trading is risky, daunting and very profitable but before deploying your hard-earned capital let’s discuss the key concepts of Market Efficiency, Expected Value, News/Event Trading as components of your Trading edge. In this discussion, we will delve into the…
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JP Morgan bets on ETH over BTC.
In a recently published research note, financial institution JPMorgan has expressed a measured perspective on the cryptocurrency market for the year 2024. Analysts, led by Nikolaos Panigirtzoglou, anticipate that Ether (ETH) will outperform Bitcoin (BTC), primarily driven by expectations of BTC’s underperformance. The research note underscores the notion that the projected Bitcoin halving event in…
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Are we about to enter a Crypto Bull-run?
Investors all over the world look up to cryptocurrencies as a vital instrument for shaping their investment strategies alongside delivering unprecedented growth. Interestingly, investors have been wary of the crypto bull run that could redefine the cryptocurrency market once again. Has it happened before? Will the crypto Bull Run 2024 predictions come true? Most important…
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Our thoughts regarding the BTC ETF as of Dec 12 2023.
December 5th’s SEC decision to postpone the Franklin Bitcoin ETF application, originally expected for a January 1st, 2024 deadline, has cast doubt on the possibility of seeing approval for the first wave of Bitcoin spot ETFs in 2023. Despite this setback, industry sentiment remains unwavering, with many asserting that the approval is only a matter…