The Cryptocurrency Trading Journal

Discussion in 'Journals' started by Daal, Jan 20, 2021.

  1. Sprout

    Sprout

    Since you are into the technical programming aspect, you might enjoy
    Furucombo
     
    #71     Feb 10, 2021
  2. tsznecki

    tsznecki

    #72     Feb 10, 2021
    Sprout likes this.
  3. Daal

    Daal

    How much can you earn in your stablecoins when you factor in the the returns+bonus tokens?
     
    #73     Feb 10, 2021
    Sprout likes this.
  4. Daal

    Daal

    #74     Feb 11, 2021
  5. Daal

    Daal

    upload_2021-2-11_12-23-19.png

    The amount of huge news for bitcoin just keeps increasing, BNY Mellon is now into crypto custody, Amazon is rumored starting some kind of crypto payment thing in Mexico, just more and more good news

    They are so many I plan not to include them here anymore. Its pointless. 2021 Bitcoin will go mainstream in a way that was unthinkable a year ago. Looking at historical indicators like Google Trends or overbought oversold indicators makes no sense anymore, history is no longer a good guide of what is about to happen. I will sell when Bitcoin goes to the front cover of a major mainstream magazine with a history of being a contrarian indicator AND the price action is parabolic, otherwise I will hodl on
     
    #75     Feb 11, 2021
  6. Daal

    Daal

    Just bought SNX (Synthetix) which was missing from my DeFi basket. Pretty cool what they are doing with these synthetic assets, there is even oil in their exchange. All synthetic.
    They also have sDEFI, which is like an ETF, but you give up your staking rewards that certain coins have, I THINK
     
    #76     Feb 11, 2021
    Sprout likes this.
  7. NoahA

    NoahA

    I completely agree with this point. The other day someone posted about how some Warren Buffet metric was off the charts. During dotcom bust, I think the value was 150%, and now its at 200%, as if a crash if coming. But there are too many different parameters now. Interest rates are vastly different. Government spending is unlimited. Debt is orders of magnitude worse. So any models these days are pretty much useless.

    But I still think its important to note that these companies getting involved are putting in just several percent into BTC, if that. For the average investor with lets say 100k, that would be a small fraction of just 1 coin, so make like 2k or 3k.

    I cannot ignore the tail risk that BTC has. It could be something as simple as hacking, stolen coins from the exchange where they are parked if you don't hold them in cold storage, policy shifts from governments, sentiment shifts to other coins, some new and huge technology jump that makes BTC irrelevant very quickly, etc. So maybe it makes sense to hold a few percent of your net worth in BTC and accept that you might lose it all, but any more than this gets quite worrisome unless you watch it like a hawk and are prepared to bail at any moment. But this would prove that its not a store of value and you're just waiting for the greater fool to cash out to.
     
    #77     Feb 11, 2021
  8. Daal

    Daal

    I would recommend you read the book Mastering Bitcoin and as well as articles on multisig capabilities. If you setup a multisig BTC address with 2-3 hardware wallets with proper backups, I can assure you, no one is hacking you. Someone might steal coins with a gun, but the same can be said about anything, including bank deposits, in my country kidnapping to get bank cash happens all the time.
    As far as government risks goes, the more corporate america joins BTC, the less the chance US Federal Gov will ban it. Lobbying is strong in the US. The time to ban BTC was back during 2009-2016, now its getting harder everyday
     
    #78     Feb 11, 2021
  9. Daal

    Daal

    upload_2021-2-11_13-13-49.png

    DeFi has been beating BTC and ETH since January
     
    #79     Feb 11, 2021
  10. Daal

    Daal

    https://panteracapital.medium.com/what-gamestop-says-about-decentralized-finance-d23f732ed81e

    Pantera Capital Letter. He is super bullish on DeFi

    And I love the Andressen quote

    “The track record of old white men who don’t understand tech crapping on tech they don’t understand still at 100%.”

    — Marc Andreessen, CoinSummit in San Francisco, March 25, 2014

    Sorry skeptics, your gurus have let you down. Its sucks to admit you have being mislead by supposedly 'smart' people but you have, the sooner you admit that mistake, the sooner you will correct these mistakes
     
    #80     Feb 12, 2021