Crypto Macro Trends for 2022

Discussion in 'Crypto Assets' started by johnarb, Jan 3, 2022.

  1. Sprout

    Sprout


    Yes, doubled my stack since last week! I've been sweeping rewards and compounding my position. I wish I had picked up more 2share before it 4x. Henry's medium article was an interesting pivot, no wonder the TVL is mooning.

    It seems like a new collaboration is in the works T/2/3, maybe I'll get a chance to participate in a genesis pool - super exciting!
     
    #111     Feb 6, 2022
    johnarb likes this.
  2. Sprout

    Sprout

    Yeah, I missed BAYC. I remember looking at them when the floor was 1 ETH, same with WoW. I was distracted by Punks trading up through 20k. I didn't like the art and was mistaken about the value proposition. I'll probably pick one up too at some point but most likely trade into it from a newer project.

    Everyday brings a new opportunity to create more prosperity, I love these emerging markets!
     
    #112     Feb 6, 2022
    johnarb likes this.
  3. johnarb

    johnarb

    Yes, yes!!

    Judging from the questions of the newcomers on Discord, a lot of new people are discovering defi

    I think this is going to be a great year for opportunities. I've already had a great start and hope you and the others in cryptos much success
     
    #113     Feb 6, 2022
    NoahA and Sprout like this.
  4. johnarb

    johnarb


    ** Post is for entertainment purposes only

    Just an update on this, btc is up nicely from the low 30k'sh level, but the bad news is that on-chain analytics no longer signaling a bullish situation

    Also, futures are causing a major factor in price moves

    Imho, long term buy & hodl is the best with no leverage is the best way to play bitcoin and keep stacking, nfa

    • "market structure is changing"
    • "The futures sell-down has not yet alleviated"
     
    #114     Feb 14, 2022
  5. johnarb

    johnarb

    ** Post is for entertainment purposes only

    Meh, got too overconfident with "house money" mentality, did not take additional profits when 2share started selling off hard and just compounded rewards

    Anyway, still have good returns overall and will start collecting yields instead of compounding into the yield farms
     
    #115     Feb 14, 2022
  6. NoahA

    NoahA

    This is worrisome. In a video I watched it was stated that the supply at exchanges continues to be depleted, which should be bullish. Can you provide any more details with regards to specifically what the analytics suggested?
     
    #116     Feb 14, 2022
    johnarb likes this.
  7. johnarb

    johnarb

    You are correct on the supply of spot btc's keep going down on the exchanges

    If you look at my post, I put 2 excerpts from W. Woo's email, which basically is my indirect way of saying that bitcoin futures have a much stronger effect on the price of btc in the short term and "invalidates" on-chain data in the short term

    In this particular case where "on-chain is no longer signalling bullish" it's specific to btc no longer in extreme oversold conditions while whales and retail are accumulating and supplies on exchanges are at historic lows

    Bitcoin being up 30% from the $32K price means the oversold condition is no longer in-effect and we're back to the same on-chain data we had prior. We do not have the tailwind from that, any longer

    So to circle back, bitcoin futures and bitcoin etf futures are dictating short term price moves. Institutions and hedge funds buy spot and short the bitcoin futures and bitcoin etf futures

    Which is why I mentioned that the easiest way to play bitcoin is long term hodl and accumulate on dips so not to be shaken out by this bitcoin futures and bitcoin etf futures volatility

    The answer to overcome the selling pressure from futures and futures-based bitcoin products is to have bitcoin spot etf or a major news like another nation-state adopting bitcoin
     
    #117     Feb 14, 2022
    NoahA likes this.
  8. johnarb

    johnarb

    @deaddog

    Reminder: the money you deposited in the banks are not your money any longer. They belong to the banks and you hope they let you spend it, but be careful they can freeze your accounts if you make a wrong move or whatever

    https://www.the-sun.com/entertainme...lawsuit-wells-fargo-unfreeze-assets-dementia/
     
    #118     Feb 14, 2022
    Sprout likes this.
  9. Overnight

    Overnight

    US currency is the property of the US government. You cannot actually own US money. That is one reason why you cannot destroy it by burning it or tearing it or otherwise mutilating it, legally. It is not your property.

    You posses the money only as a LOAN from the bank, to eventually pay them the debt you owe them by having it, because money=debt.
     
    #119     Feb 14, 2022
    johnarb likes this.
  10. Sprout

    Sprout

    It's eye opening to read the ToS and realize that they (banks) do not have to redeem your deposit upon demand but upon their discretion.
     
    #120     Feb 15, 2022
    johnarb likes this.