Crypto Macro Trends for 2022

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

  1. johnarb

    johnarb

    What a difference a few weeks can make...

    When I wrote the post, my personal view was that we'll be in the doldrums of crypto winter for a while, not moving up a lot, but not moving down a lot, either

    I put defensive positions like going into a bunker awaiting an onslaught attack to bring down btc to $10k give or take

    Bitcoin has nicely gone up. My crypto portfolio has gone up about 50%, yield farms have gone up significantly in value, thus producing a higher yield in fiat terms

    The value of collateral went up, so borrowed a little more and expanded the farms a little

    From defensive to offensive, but comes with higher risks

    If this turns out to be a bear market rally and bitcoin price goes down, below $20k, I'll cut down the farms to payoff the defi debt in proportion

    Hope everyone invested in crypto assets are doing well. Stay safe and good luck
     
    #691     Jan 22, 2023
    Sprout and schizo like this.
  2. johnarb

    johnarb

    Long 10 btc perp futures @ $22,755

    day-trading for now, bitcoin trades wildly on low volume for this weekend

    Gambling on the down and up movement

    upload_2023-1-22_12-0-11.png
     
    #692     Jan 22, 2023
  3. johnarb

    johnarb

    Closed the long 10 btc perp futures position @ $22,650 (5 btc perps), $22,800 (2.6 btc perps) and $22,735 (2.4 btc perps) = loss of about 350 USDT

    I think tomorrow will be a very good day for bitcoin price to go up

    Weekend consolidation and chopping around above $22k means Bitcoin can support this massive run up to this level

    I'll put a 5 btc perp futures position tonight before going to sleep
     
    #693     Jan 22, 2023
  4. johnarb

    johnarb

    Bitcoin price has gone up quite a bit for the past 2 weeks and the other crypto assets are performing quite nicely

    My other crypto assets, Fantom (FTM), SpookySwap (boo) and Equal have outperformed Bitcoin and the other ones have kept in line

    I believe this is true for many other altcoins like Solana, and Ethereum

    What does it mean?

    The value is not going out of the cryptos ecosystem. This is creating a circular economy growth and I would not want to jinx it but this is a behavior of a bull market in cryptos

    Are we in a bull market now?

    Nope. Not yet. In my view, bitcoin needs to go above $50k before I can say it's a bull market

    The signs are good, though
     
    #694     Jan 22, 2023
    semperfrosty likes this.
  5. johnarb

    johnarb

    Long 5 btc perp futures @ $22,757

    upload_2023-1-22_23-22-46.png
     
    #695     Jan 23, 2023
  6. johnarb

    johnarb

    Long additional 5 btc perp futures @ $22,888

    Some news of possible DCG fraud. Ark sells some GBTC. Not positive news

    upload_2023-1-23_7-54-43.png
     
    #696     Jan 23, 2023
  7. johnarb

    johnarb

    Closed whole position long 10 btc perp futures total + ~800 USDT (different price points)

    Going to read up more on news and stuff

    upload_2023-1-23_9-21-24.png
     
    #697     Jan 23, 2023
  8. johnarb

    johnarb

    Long 10 btc perp futures @ $23,106

    upload_2023-1-23_10-44-40.png
     
    #698     Jan 23, 2023
  9. johnarb

    johnarb

    Closed long 10 btc perp futures minus ~2700 USDT (multiple orders)

    upload_2023-1-23_11-34-45.png
     
    #699     Jan 23, 2023
  10. johnarb

    johnarb

    DCG and Genesis and Gemini entanglement re: GBTC

    It seems TradFi is not done f*cking the Bitcoin and crypto assets markets, yet...

     
    #700     Jan 23, 2023