Archive: Bitcoin

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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 ecosystem has market forces of its own. And those market forces sometimes lead to unexpected outcomes. When word first leaked that crypto lender Celsius was in trouble, many…

A Strong Dollar Drives Bitcoin’s Price Down

By Vin Narayanan on July 15, 2022

Crypto Market Musings Phew. June inflation numbers came in hot on Wednesday — and the markets mostly yawned. Bitcoin is trading (as of this writing) at around $20,000. It was trading around $21,000 last week. Ethereum is trading around $1,131. It…

There Is No Crypto “Contagion”

By Vin Narayanan on July 8, 2022

Crypto Market Musings Crypto’s recent correlation with the stock market is finally paying dividends. The stock market is rallying — and so is crypto. As of this writing, bitcoin is up almost 11% over the last five days and is trading…
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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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New Pick: An Interoperability Coin With Staying Power

By Vin Narayanan on June 23, 2022

Well, that happened quickly. On June 12, bitcoin was trading for more than $28,000. By the end of June 13, it had fallen as low as $21,000. By June 18, bitcoin had dipped below $18,000. Bitcoin has rallied a bit since then and is currently trading around $20,350.
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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…

New Crypto Legislation to Be Optimistic About

By Vin Narayanan on June 10, 2022

Market Musings Bitcoin has been trading in a narrow range between $29,311 and $31,630 over the last seven days. Ethereum has been trading between $1,911 and $1,731. The trading range for both coins over the last 30 days has been a little wider, with bitcoin trading between $32,000…
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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,…

Solana Teaches Crypto Investors a Critical Lesson

By Vin Narayanan on June 3, 2022

Crypto Market Musings As expected, bitcoin continues to trade in a fairly tight range between $28,000 and $30,000. Most other coins are loosely tracking with bitcoin. There are some exceptions, though. Tron, for example, is up about 17% in the last 30 days.
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Crypto Insider: How to Handle the Crypto Bear Market

By Early Investing on May 23, 2022

The crypto bear market has been rough. Bitcoin started the year trading at around $47,000 and is currently trading for around $30,000. Ethereum started the year around $3,800 and is now around $2,000. And downtrending crypto prices are just one aspect of a bear market. Investor…
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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…

Crypto Needs to Solve the Stablecoin Problem

By Vin Narayanan on May 20, 2022

Demo Day Alert Before we get to the crypto markets, we wanted to alert you to a really cool demo day opportunity. One of the things I love the most about being a startup investor is meeting founders and having them demonstrate their products to me. It’s a…
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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…

Crypto Is No Longer a Non-Correlated Asset

By Vin Narayanan on May 13, 2022

Market Musings Crypto is in official bear market mode. Bitcoin briefly fell below $27,000 on Thursday. As of this writing, it’s down around 43% on the year and down about 60% from its all-time high of $67,802 last November. Ethereum dropped to close to $1,748 on Thursday. That’s…
May 16 marks the sixth anniversary of crowdfunding under Regulation Crowdfunding. But it was the JOBS Act of April 2012 that made it possible. Whether you go by 10 years ago or six years ago, crowdfunding has come a long way. …