Author: Vin Narayanan
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New Pick: The Next Generation of Sports Fandom
It’s been a heavy year for crypto investors. We’ve spent the year talking about bear markets, inflation, interest rates, stock market correlation, dollar cost averaging and so much more. These are all important topics. They’re hardly fun or exciting, though. And investing in crypto should be fun and exciting. It’s a thrilling space. There’s so much to explore. And there are so many opportunities — even in a bear market.
New Pick: Taking Interoperability to a New Level
By Vin Narayanan on September 29, 2022
In bear markets, people tend to fixate on bitcoin and ethereum when it comes to crypto. And for good reason. If bitcoin and ethereum are falling, the crypto markets are likely following their lead. But if you look beyond bitcoin and ethereum, it’s possible to find…
Why You Need a Metaverse Startup in Your Portfolio
By Vin Narayanan on September 27, 2022
I recently recommended a metaverse play to our Crypto Asset Strategies members. I’m not sold on the metaverse. But I still believe gaining exposure to this space is critically important. Here’s an excerpt from that piece that explains my logic: VR and…
Two Predictable Data Points Crypto Investors Can Use to Their Advantage
By Vin Narayanan on September 16, 2022
If you want to find out just how long this bear market is going to last and the market forces driving it, click here to read the report I provided to First Stage Investor members. …
Inflation Is Keeping the Crypto Bear Market Alive
By Vin Narayanan on September 15, 2022
If you’re a crypto investor, you might as well grab a Snickers bar because this bear market is not going anywhere for a while. The crypto bear market is largely being driven by the declining stock markets. The stock…
Ethereum Outperforms the Market… for Now
By Vin Narayanan on September 9, 2022
Crypto Market Musings Can August please come back? On August 1, bitcoin was trading around $23,000. On August 31, it was trading around $20,000. As of this writing, it’s trading around $19,360. I like August’s numbers better. My general approach to bear markets is summed up…
Why Competition Is Critical for Startup Investors
By Vin Narayanan on September 7, 2022
I had a chance to play poker with some founders a few weeks ago at LA Tech Week. I mostly kept my mouth shut at the table. Between the game and flowing drinks, the founders were in a chatty mood. And I didn’t want to interrupt the flow.
What You Can Learn From the Investor Community
By Vin Narayanan on August 16, 2022
As you read this, I’m probably attending an LA Tech Week event. Tech weeks have become increasingly popular over the past few years. They’re like an industry conference on steroids. Tech weeks are designed to bring a community’s tech industry together…
How to Invest During a Bear Market (and Stay Sane)
By Vin Narayanan on August 12, 2022
I talk about investing all the time. I speak to groups at investment conferences. I talk about investing on multiple podcasts. I write about investing. I text about it with my friends. My barber talks to me about it while I’m getting a haircut (I’d rather talk football,…
Crypto and Public Markets Take Inflation in Stride
By Vin Narayanan on August 12, 2022
Crypto Market Musings Finally, some good news. Bitcoin is trading around $24,000 and is up by more than 4% over the last seven days. Ethereum is trading above $1,880 and is up more than 10%. This week’s inflation data triggered the rally. The consumer price index…
New Pick: An Ethereum Alternative With a Stunning Transaction Rate
By Vin Narayanan on August 11, 2022
As I’ve written — and said — often, trying to time the markets is a fool’s errand. The crypto markets, in particular, are too volatile to time precisely. And for buy-and-hold investors, investment time horizons are more important than investing at exactly the right moment. If you’re holding…
The Search Engine Market Is Waiting to Be Disrupted
By Vin Narayanan on August 10, 2022
Since its launch in 1998, Google is the only search engine that’s really mattered. Yahoo, Excite, Lycos, AltaVista and others just couldn’t keep up. As of July, Google controlled almost 84% of the search market. Bing — Google’s closest rival —…
New Pick: Invest in Better Crypto Wallets
By Vin Narayanan on July 29, 2022
We’re firm believers in investing in good projects with long-term upside — projects that can survive multiple bear markets, thrive in bull markets and deliver outsized returns over the long run. Finding projects like that with solid traction is even more difficult.
Crypto Bear Market Continues Despite Relief Rally
By Vin Narayanan on July 22, 2022
Crypto Market Musings Relief rallies happen when a lack of bad news — or news that wasn’t quite as bad as investors expected — causes the markets to go up. And they typically take place during bear markets. We usually don’t…
An Investor’s Approach to Business Models
By Vin Narayanan on July 20, 2022
I have Netflix on my mind. Yesterday, I wrote about how Netflix exploited market inefficiencies to build a dominant consumer brand for our Pre-IPO Profits members. (Editor’s note: It probably isn’t the market inefficiency you’re thinking of. Click here to sign…
Market Inefficiencies Are an Investor’s Best Friend
By Vin Narayanan on July 19, 2022
There are many different ways to think about which startups to invest in. Some prefer investing in highly disruptive technologies or businesses — like Uber, Tesla or Impossible Foods. Others prefer startups with large or rapidly growing markets. Others like to focus on strong…