bitcoin
-
Galaxy Digital’s Leverage
How do we spot the potential of an investment to grow assets or revenue at an exceptional rate, or profit from special situations in which value will be unlocked? Continue reading
-
Crypto Price Action Commentary – ETHC & GLXY
Together accounting for more than 20% of the DTM5, GLXY & ETHC have been doing a lateral dance for the past six months, with ETHC outperforming GLXY but with a high degree of correlation in price action. Continue reading
-
Update on the DTM5 holdings
As you may know, I like investing in earlier stage companies that are focused on assets that have great long term growth potential. Here’s an update of the investments on the floor and on the bench Continue reading
-
Mid Week Musings
Don’t believe the naysayers. Investing can be fun. One of the pleasures of being an investor in interesting things, is that there is always something to learn. As such, I’m always scanning my investment watchlist for developments, and surveying the sectors in which they exist. Even with only a few holdings, and a modest watch… Continue reading
-
Friday Musings on HIVE and HUT 8 Valuations
Mining companies keep boasting about how many coins they are HODLing. What really matters is HOW those coins end up on the balance sheet. Continue reading
-
The DTM5 C ~ The Corporate Cousin of the DTM5
The DTM5 was developed as a ‘strategy’ that I could use in different investment entities. But, not all entities share the exact same risk tolerance or need for liquidity. For example, a portfolio held in a holding company or on a corporations balance sheet may have high long term growth as the primary objective, but… Continue reading
-
Friday Musings – Get a Strategy!
Strategy – a plan of action or policy designed to achieve a major or overall aim Oftentimes, the difference between success and failure, particularly as the complexity or risk of the objective rises, is the existence of a strategy. You are more likely to get fit if you have a strategy for doing so. You… Continue reading
-
Harvest Blockchain Technologies ETF – Creating an ETF On-Ramp For Investors
I noted in a previous post that finding ways to invest in the rapidly growing Blockchain / DeFi ecosphere is tough. It is early days in an emerging sector that has a ton of opportunity. But most participants aren’t easily understood, profitable or transparent by way of available research. At the top end of the… Continue reading
-
Bitcoin – Technical Analysis Deeper Dive
Updated Jan 29, 11:42am If you want to learn about technical analysis…..the voodoo of trading – BTC or any volatile asset is a great place to start and do a little research. Investopedia defines Technical analysis as a trading discipline employed to evaluate investments and identify trading opportunities by analyzing statistical trends gathered from trading activity,… Continue reading
-
Galaxy Digital Holdings in the DTM5
I admit it. I’m a sucker for an asset management company. Maybe it was my time in the 90s working as an advisor at a firm that was repeatedly acquired for what seemed ridiculous amounts of money. Maybe it was having a front row seat to watching the baby boom generation pour their savings into… Continue reading
-
‘Hodling’ vs Profit Taking and the Middle Way
The Crypto investment community seems to have an overwhelming bias to ‘hodling’ (Holding On For Deal Life – believing in the prospects of a Crypto currency so powerfully that there is a commitment to never selling it). This bias has been reinforced through Bitcoin’s recovery from several huge price corrections, as well of course as… Continue reading
-
DTM5 Investment: Hive Blockchain Technologies
One of the DTM5’s current holdings is Hive Blockchain Technologies which trades on the TSX Venture exchange with the Symbol HIVE. Some background > After identifying ‘Crypto’ as a primary sector for the DTM5, I started rooting around different markets, attempting to find publicly traded companies, ETFs, etc. participating in the space. To my surprise,… Continue reading