Archive: Articles


Circle Buys Out SeedInvest

By Andy Gordon on October 16, 2018

Something big happened last week, and it hit close to home. Circle bought out startup investment portal SeedInvest. We recommended SeedInvest to our accredited investor members back in April of 2014. We know we’ve made them a pretty big profit. We just don’t know exactly how big at the moment. We’ve also sourced many of our First Stage Investor portfolio holdings from SeedInvest. Digital Brands Group, EnergyFunders, NowRx, WorldViz and Gryphon were all on SeedInvest. And they’ve all been added…

Survey Finds 62% of Americans Approve of Marijuana Legalization

By Allison Brickell on October 15, 2018

According to a new Pew Research Center survey, a full 62% of Americans say marijuana use should be legalized. This is good news for cannabis investors.

Q&A: Mainstream Marijuana and Airdrop Wallets

By Early Investing on October 14, 2018

In this week’s mailbag, the Early Investing team answers questions about the mainstreaming of cannabis investments and which wallets you should use for airdrops.

News Fix: You Should Own Your Data

By Vin Narayanan on October 13, 2018

Who owns your data? It's a weird question. But it could be one of the most important questions of our time.

New Pick Postponed, Quick Market Update

By Adam Sharp on October 12, 2018

Dear Member, Our new pick will be ready next week. I apologize for the delay. In the meantime, let’s do a quick market update. The crypto sell-off this week was not surprising considering the chaos going on with stock and bond markets. In fact, I think crypto held up…

Top Reads of the Week

By Adam Sharp on October 12, 2018

A quick rundown of the best reads of the week in pre-IPO startups and cryptocurrency.

Crypto Monitor: Binance and Coinbase Making Moves

By Vin Narayanan on October 12, 2018

Summary Cryptocurrency exchanges don’t like to move markets. But two of them– Binance and Coinbase – definitely have that power. Adam Sharp and Andy Gordon discuss the latest moves by those exchanges and how their actions will impact the market. They also look at Yale investing in crypto, crypto…

Crypto and Macro Market Update

By Adam Sharp on October 11, 2018

As I write this on Thursday, crypto markets are falling sharply after a sustained period of relative stability. The unique thing about this crypto pullback is that it seems to be led by stocks, which have plummeted over the last few days. That’s unusual because bitcoin – and crypto in…
Andy believes we’re at a critical turning point in crypto right now. It’s a tale of two markets.

Crypto Offers Alternative to the Unbanked

By Allison Brickell on October 8, 2018

The “unbanked” population - those who aren’t served by a bank or similar financial institution - is actually quite sizable. For them, crypto can be a godsend.
The Early Investing team explains why mega-funds are bad for investors and why the IRS needs to change its bitcoin tax policy.
The main media narrative doesn't always explain market behavior. And it sometimes ignores signals hiding in plain sight.

Crypto Market Update (Institutional Edition)

By Adam Sharp on October 5, 2018

The crypto market is continuing to consolidate. Considering the typical volatility in this sector, we’ve had a pretty calm last six weeks or so. To me, this feels more like a bottom than a continuation of the correction. People aren’t wildly bullish, which is a good thing. Famed hedge fund…

Russell 2000 P/E Ratio Excludes Negative Earnings

By Adam Sharp on October 5, 2018

You can’t always trust the “official” numbers. And today that’s more important than ever.

Bitcoin Has Come a Long Way in 10 Years

By Andy Gordon on October 4, 2018

The dramatic growth of bitcoin in the past decade is just a hint of the promising future to come.
Predicting the future is mostly speculation. As an investor, sometimes it’s best to focus on what’s going to stay the same.