I exited all of my PA crypto positions over the last week so I thought it might be interesting to look back over the last three months, what worked, what didn't, and what surprised me.
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Replying to @macrocephalopod
Even if the crypto markets go super bid again and the basis widens, with more and more insto / leveraged money going to be thrown at this stuff going forward I doubt we are ever going to return to the glory days of 30/40 pc on the "quality" assets
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Replying to @ALBACapMgmt
Yeah completely agree. Easy money for retail probably not going to come back.
2:19 PM - 1 Jul 2021
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