I started investing in BTC back in 2017 at $1,200 on the advise of WSP. Since then I've put most of my NW into crypto and never sold.
Just really overall a good feeling knowing we were right about this from so long ago - seeing BTC go from 100b to crypto at 3tn now. - Everyone thinking I was crazy for telling them to invest!
Have $210k in BTC and $110k in ETH, 7-fig wifi business growing fast, live in a tax haven no CGT. Can buy around $20-40k extra per month
Currently working 17 hour days on the biz v little time to figure out the oops beyond BTC/ETH/, im quite a laggard in Crypto (not good). Will maybe throw some cash on STX or LINK, but beyond that I’m quite out of the loop on what to buy.
Am I too slow and small (in holdings) to win big here? Should I just stack ETH, maybe buy a punk or similar prestige NFT, and hope for a 2x ?
Bitcoin balances on exchanges went down by 0.5M this year.
Coincidentally, BTC ETF net inflows were over 0.4M this year.
Wouldn’t it make sense to consider the ETFs to be like an exchange (they are used to buy and sell BTC, and the ETF balances seem to correlate positively with BTC price) and to add those inflows to the exchange balance of the CEX?
Another good article. I can only add what I think will be the next layers on top. Think about Polymarket, if this scales you need larger customer service, onboarding, compliance, security, regulations, etc. around which will blow up the fees - the typical company overhead. Thinking this through, there are companies who already deal large scale with customer service AI agents, e.g. Cognigy, to reduce cost of labor. How do they connect with e.g. Polymarket? Answer is Crypto x AI. My believe that DeAI will be big and continuing releases of central AI systems drive the decentralized narrative (similar to BitCoin beginnings challenging TradFi). Watch out for NEAR, Bittensor, etc. (shill: x.com/palmtron)
I'm relatively new to the crypto space, and this substack. Was originally planning to just DCA into BTC and not over-complicate things. Been wondering if its worth buying a larger chunk now, or wait for a potential pullback sometime in 2025?
I've got a long time horizon (10+ years), so am leaning towards pulling the trigger. Would appreciate any advice.
Any thoughts on picking up some AVAX instead of ETH? AVAX is a DeFi coin, is not SOL and potentially more upside than ETH. Appreciate the content and wisdom, thank you
Chainlink stands out as a 100x opportunity.
I started investing in BTC back in 2017 at $1,200 on the advise of WSP. Since then I've put most of my NW into crypto and never sold.
Just really overall a good feeling knowing we were right about this from so long ago - seeing BTC go from 100b to crypto at 3tn now. - Everyone thinking I was crazy for telling them to invest!
WAGMI
Ditto
So reading the tea leaves, something like Chainlink looking like a solid long term future investment as the ship on the majors sails?
Stay toon'd
👀
Mega long LINK
Let's go Stacks (STX), leading Bitcoin L2
Yes Free rolling
Stx working with Chainlink!
All of BTCFi is working with Chainlink. Massive things planned in 2025.
You are correct! https://www.youtube.com/watch?v=TRGW1RmKUrY
“Just don’t miss out and ruin your bloodline.” Great line.
Lmao how are people still touting LINK in this day and age?
Patience
Read your tweet.
"Gotta pray that the degens keep SOL here to get out of this worthless trash by end of March
Thanks ftx bankruptcy and galaxy!"
iirc you said you'd keep some SOL to freeroll it. But you looking to sell it all now?
Free Roll since got it at -50%
Fair enough.
Also read your tweet regarding ETH being late cycle asset. Pls sir how late? Im hurting
Long time follower here since the WSP days.
Have $210k in BTC and $110k in ETH, 7-fig wifi business growing fast, live in a tax haven no CGT. Can buy around $20-40k extra per month
Currently working 17 hour days on the biz v little time to figure out the oops beyond BTC/ETH/, im quite a laggard in Crypto (not good). Will maybe throw some cash on STX or LINK, but beyond that I’m quite out of the loop on what to buy.
Am I too slow and small (in holdings) to win big here? Should I just stack ETH, maybe buy a punk or similar prestige NFT, and hope for a 2x ?
Bull would advise you to focus on the biz. Maybe buy more ETH and stake it in Ether dot fi or Symbiotic for 3-4% apy.
Bitcoin balances on exchanges went down by 0.5M this year.
Coincidentally, BTC ETF net inflows were over 0.4M this year.
Wouldn’t it make sense to consider the ETFs to be like an exchange (they are used to buy and sell BTC, and the ETF balances seem to correlate positively with BTC price) and to add those inflows to the exchange balance of the CEX?
Hmmm. Doesn't Coinbase custody the ETFs coins?
Yes most of them are with CB custody, but I don’t think they count as CB exchange reserves as they are for ETF holders.
Another good article. I can only add what I think will be the next layers on top. Think about Polymarket, if this scales you need larger customer service, onboarding, compliance, security, regulations, etc. around which will blow up the fees - the typical company overhead. Thinking this through, there are companies who already deal large scale with customer service AI agents, e.g. Cognigy, to reduce cost of labor. How do they connect with e.g. Polymarket? Answer is Crypto x AI. My believe that DeAI will be big and continuing releases of central AI systems drive the decentralized narrative (similar to BitCoin beginnings challenging TradFi). Watch out for NEAR, Bittensor, etc. (shill: x.com/palmtron)
I'm relatively new to the crypto space, and this substack. Was originally planning to just DCA into BTC and not over-complicate things. Been wondering if its worth buying a larger chunk now, or wait for a potential pullback sometime in 2025?
I've got a long time horizon (10+ years), so am leaning towards pulling the trigger. Would appreciate any advice.
How do you see the pair eth/btc evolving?
Thoughts on AAVE/UNI as long term holds?
Any thoughts on picking up some AVAX instead of ETH? AVAX is a DeFi coin, is not SOL and potentially more upside than ETH. Appreciate the content and wisdom, thank you
Any point investing in majors if net worth sub $250k or full focus on building a business?
I guess most of other coins is more gambling than investing?
It's already in the post, just like 2021 there will be tons of upside in other coins beyond the majors.
That said nothing will ever compare to biz ownership, nothing.