What are some of the key signals to look for when recovering from a Bitcoin bear market?
Let's take a look at two of them below.
A Thread 🧵:
The Realized Price and 200D-SMA Price Threshold Signal: Triggered (February 2, 2023)
Alex Tapscott
@alextapscott
Alex Tapscott’s Tweets
I went on Bloomberg this afternoon to discuss Big Tech earnings, the Fed and the global macro picture. It’s been a great start to the year. Can it last?
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After the failure of UST, many asked: will algorithmic stablecoins ever work?
of has some thoughts. Waves' stablecoin USDN recently depegged and Sasha has a plan to help holders recover. He explains how on #DeFiDecoded
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Quite the take by Munger. His two "interesting precedents" for this ban are the Chinese Communist party (lol) and the banning of trading in joint-stock companies in the 1700. Last time I checked joint stock corporations were a pretty amazing innovation!
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ETH is the AAPL of crypto. Buyback machine.
Check out our latest DeFi Decoded on the significance of ETH going ultra sound:
Ethereum goes Ultra-Sound! Is ETH the New Digital Gold? youtu.be/WV-VLdmvaVg
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Owning crypto improves risk adjusted returns in a well diversified portfolio.
So, we recommend up to a 5 percent allocation to BTC and ETH for the long term investor.
Recently we shared our BULL case for BTC. But could we be due for a pullback?
Decide for yourself 🧵👇
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Presenting:
@NinepointDAG's Bear Case for Bitcoin, in 2 charts.
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Weather forecast has me yearning for Lebaron SZN
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Vertical integration! This is what Henry Ford used to do. Buy a mine, own a rubber plantation, a saw mill, oilfields etc.
5 years since Buffet said: "If I could buy a five-year put on every one of the cryptocurrencies, I'd be glad to do it, but I would never short a dime's worth."
The irony is had he gone short and covered quickly, he would've made a killing, but the put would've expired worthless!
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Bull Market or Bear Trap? The $1 trillion question crypto investors are asking themselves. What does the data say? Dig in below from
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Bull Trap or Start of a Bull Market?
@NinepointDAG 's Story of the Week by @alextapscott
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NFTs, or Non-Fungible Tokens, are unique digital assets stored on blockchain technology, such as a piece of art, sports memorabilia, or even a Tweet.
What's been going on with NFTs?
A Thread 🧵:
Non-Fungible Tokens (NFTs): The Past, Present, and Future (January 26, 2023)
read image description
ALT
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Had a great time chatting with crypto researcher about methodologies for valuing #cryptoassets.
For students of Graham-Dodd, history doesn't repeat but it often rhymes!
Great episode of #DeFiDecoded you won't want to miss. Thanks Sam!
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Digital Asset Digest Alert! (January 26, 2023) 🚨
The latest edition of our FREE weekly newsletter is now available to all of our subscribers!
Not subscribed? Sign-up at:
digital.ninepoint.com
Sneak peek at the topics covered below!👇
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The trillion dollar question crypto investors are asking - is this a bull trap or the start of a bull market? We break it down in this week's note. Check it out!
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1/ Story of the Week
- "BULL TRAP OR START OF A BULL MARKET?" by @alextapscott
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"Ultra-Sound" money: a currency that maintains its purchasing power and increases in value over time.
How does this term relate to Ethereum?
A Thread
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Ethereum Goes “Ultra-Sound” (January 19, 2023)
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The Bitcoin Dominance ratio is Bitcoin's share of the global cryptocurrency market capitalization.
What level is it at, and why has it increased as of late?
A Thread 🧵:
The Resurgence: Bitcoin Dominance Hits 40% (January 19, 2023)
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Advice from the late, great Clay Christensen to enterprises looking at Web3: "Plan to fail early and inexpensively in the search for the market for a disruptive technology.”
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What is the Bitcoin Realized HODL Ratio, and what does it tell us about "Smart Money?"
A Thread 🧵:
Smart Money Dominates: Insights from the Bitcoin Realized HODL Ratio (January 19, 2023)
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Property rights laid the groundwork for prosperity in the industrial age. Digital property rights—ownership online—will underwrite prosperity in the information age.
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What is Bitcoin's On-Chain Volume, and why is it important?
A Thread:
Bear Market Woes: Bitcoin's On-Chain Volume Plummets 80% in Past Year. (January 13, 2023)
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Come for the hot takes. Stay for the stache!
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New #DeFiDecoded where and I break down the significance of $ETH going 'ultra-sound.'
Topics:
Is ETH the new digital gold?
Is EIP 1559 analogous to a share buyback?
How "accretive" to protocol revenue/token is it?
and more!
Check it out👇
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This is one of the most important metrics you've never heard of. Let's break it down.
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Reserve Risk at an All-Time Low: What Does the Future Hold for Bitcoin? (January 13, 2023)
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New episode of #DeFiDecoded out where we do part 2 of our 2023 crypto predictions. PLUS the death of Solana was greatly exaggerated. Bonk!
W/
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New DeFi Decoded out where we share some predictions for 2023. Find out why Andrew thinks protocol revenue will dominate investment decision making.
Plus! Solana's "Death" is greatly exaggerated. Is this SOL's 'ETH in 2019' moment?
youtube.com/watch?v=tfGNPL
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Good thread. We had of on #DeFiDecoded last week to discuss 2023 crypto prediction. Check it out
youtu.be/63nMI5_1Nss
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My personal top 25 predictions for 2023
1-2 tweets per #taek, 1 chart/pic to make it EZ on the eyes/brain
Some overlap with @twobitidiot and our firmwide theses but some notable deviations
Thanks to my awesome colleagues @MessariCrypto research for shaping many of these
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Our final special holiday episode of DeFI Decoded is out! and I speak to , Senior Research Analyst at about 2022. Amidst the carnage there were some@ if breakthroughs and milestones. Next we do our 2023! youtu.be/63nMI5_1Nss via
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From day one, we've set out to create the first cinematic universe birthed from an NFT collection.
When I say storytelling NFTs, it's not a buzzword - it's in our pedigree.
Listen to explain the vision and clear path forward in detail to 👇
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We do a little Ribeye and Barolo
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Some highlights from me from and
Hollywood will adapt anything but most early NFT projects had no story
MV3 is a great story and engages fans as co-creators
Fans do it because the love it (fan fic)
But alignment of ownership and fandom can be powerful
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Our co-founders and went deep into the past, present and future of MV3 with :
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The creator economy is booming in Web3!
On #DeFiDecoded, Hollywood screenwriter Jesse Nickson-Lopez (Stranger Things, Narcos) discusses her Web3 project - a universe birthed from an NFT collection w/ cc:
youtube.com/watch?v=Arqtmd
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In the last week, guests on my shows:
Maybe time to subscribe.
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New #DeFiDecoded where and I introduce hew co-host GigaChad-GPT. Also we're all out of work now. All hail our A.I. overlords!
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We are excited to announce our seed round of $6.9 million backed by @a16z and @variantfund, and notable angels @joetsai1999, @Joi, @KDTrey5, @ParisHilton, @StaniKulechov, @ljxie and more.
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twitter.com/pplpleasr1/sta
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It is Thursday, which means we have an epic roundtable planned.
Today I will be joined at 9:30 AM EST by @alextapscott @bitbuy_dean and @readDanwrite to discuss the state of the market and future of crypto.
youtube.com/watch?v=j1cqn4
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