Crypto markets lost $1.3T in value since Nov top.
Here are the better minds that helped me navigate this period relatively well.
Highlighted segments that were helpful.
Here are the better minds that helped me navigate this period relatively well.
Highlighted segments that were helpful.
4/ Jan 19, 2022 - "Is the Bear Market Here?" from @gametheorizing on @theBlockcrunch.
Coincidentally we also discussed the idea of $BTC as a canary in the coal mine
Coincidentally we also discussed the idea of $BTC as a canary in the coal mine
5/ Finally, I don't think it got as clear cut as this from @GiganticRebirth. @lightcrypto was also an early sounder of excess
https://twitter.com/GiganticRebirth/status/1470027502072602627?s=20
6/ Often times, froth is not grounds for divesting.
However the confluence of a) VC excesses b) secondary froth and c) crypto being entangled in markets I have no perceived edge in led to an assessment of low asymmetry, i.e. meaningful derisking.
However the confluence of a) VC excesses b) secondary froth and c) crypto being entangled in markets I have no perceived edge in led to an assessment of low asymmetry, i.e. meaningful derisking.
7/ With public comp vals crushed, venture investors will start to rein in their gunslinger attitude a bit.
To the founders out there: up to now, you had all the leverage. You can raise on whatever price, set whatever terms.
This will turn on a dime - so stay vigilant!
To the founders out there: up to now, you had all the leverage. You can raise on whatever price, set whatever terms.
This will turn on a dime - so stay vigilant!
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