Archive: Crypto Asset Strategies

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Bitcoin has historically been a non-correlated asset. Over the last 12 years or so, bitcoin has not moved in tandem with the stock market.  But this year, that relationship changed. Bitcoin seems to be moving in lockstep with the broader markets.  But why? And is this correlation going to end anytime soon? In this episode of Crypto Monitor, Vin Narayanan and Allison Brickell answer these questions and more. Topics include crypto’s status…
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Aave Emerges From Celsius Bankruptcy Unscathed

By Vin Narayanan on July 15, 2022

I wrote extensively about the strong correlation between bitcoin and the Nasdaq Composite and the inverse correlation between bitcoin and the strength of the dollar for Early Investing subscribers today. But crypto’s rich and diverse…
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Crypto Monitor: The Crypto Bear Market Rages On

By Early Investing on July 8, 2022

The discouraging crypto news continues. Earlier this week, crypto lender Voyager Digital filed for bankruptcy. Last week, Three Arrows Capital, a major crypto hedge fund, fell into liquidation. That’s all following the Celsius debacle of last month, when the crypto lender halted withdrawals. Celsius is now cutting jobs…
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Behind the Pick: A New Way of Diversifying

By Early Investing on June 24, 2022

The crypto markets are in rough shape right now. So it’s more important than ever for crypto investors to diversify their portfolios.  In crypto, diversifying usually means investing in a wide variety of spaces like decentralized finance (DeFi), interoperability, smart contracts, utility coins and more. But…
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New Pick: A Deliciously De-Risked DeFi Crypto

By Vin Narayanan on June 17, 2022

As expected, the crypto markets tumbled this week (and some last week as well). The timing of the downswings are fairly predictable now — whenever new inflation data or interest rate hikes hit. The bad economic news triggers a sell-off…
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Crypto Monitor: The Benefits of Utility Tokens

By Early Investing on June 10, 2022

Cryptocurrencies can serve a myriad of different purposes. Bitcoin, for example, can be a store of value or even a risk asset. Ethereum is used for smart contracts and serves as the backbone of the decentralized finance universe. Stablecoins, which are designed to maintain a fixed value over…
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Tron’s Troubling Founder

By Vin Narayanan on June 3, 2022

Not every crypto is spilling red ink this year. While bitcoin is down about 37% in 2022, Tron (TRX) is up about 10% this year. And most of the gains have happened in the last 30 days. Last month,…
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Behind the Pick: The Importance of DeFi Diversification

By Early Investing on May 26, 2022

Memorial Day is rapidly approaching. So we expect many of our Crypto Asset Strategies subscribers to be preparing for a long weekend of relaxation.  With that in mind, we won’t keep you too long. We’ve got a lightning-fast version of Behind the…
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The public markets are a mess. The private markets are a mess. The precious metals markets are a mess. And the crypto markets are a mess. Those are the facts. I fully expect the crypto markets to be highly volatile and continue to bottom out over…
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The crypto markets are a bloodbath right now. Bitcoin crashed around 22% over the last week, dipping down to $26,638 on Thursday. And the crypto markets as a whole lost more than 16% of their overall capitalization overnight.  Investors…
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We received an email from a member recently that asked the following questions (and I’m paraphrasing): Why are underperforming coins still in the Crypto Asset Strategies portfolio? Why aren’t coins like ethereum, solana and others that have performed well in…
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Today we’re presenting Behind the Pick, a special edition of Crypto Monitor.  Last Friday, we recommended a new crypto to Crypto Asset Strategies subscribers: Stargate Finance. It’s an interoperability coin created by LayerZero, a startup backed by…
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I’ve always been a fan of pick-and-shovel plays — especially in emerging technologies. Picking winners as the dynamics of the industry are constantly shifting is incredibly difficult. But if investors can identify the technology that any new technology can’t be built without, they’ve found a way to de-risk…
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Various crypto networks have made money transfers and transaction verification fast and efficient. But there are still limitations on how different networks can communicate with each other. Ethereum and Ripple, for example, can’t exchange data.  That’s where interoperability chains come in. Interoperability chains allow for data…
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Last month Adam Sharp mentioned I would be taking over as your Crypto Asset Strategies guide. Adam has only been gone a few weeks. And he is sorely missed. But in the life of a crypto investor, the only…
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Last week, Goldman Sachs made crypto history. The bank completed its first over-the-counter crypto trade with crypto firm Galaxy Digital.  Goldman executed the transaction in the form of a bitcoin non-deliverable option (NDO). Goldman and Galaxy – which have an ongoing partnership – seem pleased with…