Mastering Crypto Assets (@eyeoncryptos) 's Twitter Profile
Mastering Crypto Assets

@eyeoncryptos

Authors of "Mastering Crypto Assets"
Crypto, Asset Allocation, Portfolio Management
Substack: everyield.substack.com

ID: 1718239129085865985

linkhttp://www.everyield.com calendar_today28-10-2023 12:11:53

161 Tweet

117 Followers

11 Following

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Regulation is important because it should provide a reliable framework in which developers and users can operate and rely on. Regulation should be like good infrastructure; you should only notice it when it's no longer there. European AI regulation seems unhelpful when it comes

Regulation is important because it should provide a reliable framework in which developers and users can operate and rely on. Regulation should be like good infrastructure; you should only notice it when it's no longer there.

European AI regulation seems unhelpful when it comes
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AI developments like DeepSeek may challenge some hardware giants by reducing the need for high-end chips, but they're a boon for businesses. AI is just one highly discussed example. For example the use of numerous cheap CPUs in place of fewer expensive ones has been observed by

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If the vast majority agrees with your ideas, you might not be visionary enough. Truly groundbreaking ideas are often met with skepticism or laughter at first. #crypto

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New blockchain uses quantum computers for mining with 'Proof of Quantum Work.' Tested on D-Wave processors, it’s energy-efficient and classically intractable. Quantum computers and blockchains are not antagonists. Quantum computers could lift blockchains to new heights, enhancing

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The chart displays the yield of German Bunds. Those who consider a 2.695% yield on a 10-year bond high are either young or unfamiliar with financial history. Keeping fiat money under the mattress is not a safe bet, nor are government bonds. The term "conservative bond

The chart displays the yield of German Bunds. Those who consider a 2.695% yield on a 10-year bond high are either young or unfamiliar with financial history.

Keeping fiat money under the mattress is not a safe bet, nor are government bonds. 

The term "conservative bond
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If you haven't already done so, now is the right time to enjoy a deep dive into the world of cryptos! amazon.com/-/de/dp/139420… A definitive, all-encompassing book on digital assets of all types for investors. #bitcoin #altcoins #Crypto

If you haven't already done so, now is the right time to enjoy a deep dive into the world of cryptos!

amazon.com/-/de/dp/139420…

A definitive, all-encompassing book on digital assets of all types for investors.

#bitcoin #altcoins #Crypto
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#COIN50 #Index just hit an all-time-high. This benchmark for the overall #Crypto Market provides exposure to the top 50 #DigitalAssets, going way beyond #Bitcoin and #Ethereum Coinbase 🛡️ MarketVector Indexes

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The question of whether we are in the "endgame of fiat money" is intriguing but, from a professional perspective, largely irrelevant. The erosion of purchasing power is an inherent feature of all fiat currencies. If you avoid investing your capital and shy away from taking

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Interesting quote from Scott Bessent: "What we need to do is examine the entire Federal Reserve institution... All of these Ph.D.s over there, I don't know what they do... This is like Universal Basic Income for academic economists." May sound rude to some people, but honestly:

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Investing is about compounding. Reducing drawdowns and betting on relative strength combined with a robust approach to positions sizing can lead to outstanding results. Images shows different time frames from our live strategy (green line, after costs) depicted in our book. No

Investing is about compounding. Reducing drawdowns and betting on relative strength combined with a robust approach to positions sizing can lead to outstanding results. 

Images shows different time frames from our live strategy (green line, after costs) depicted in our book.

No
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Longing for safety? Here's our beloved example of "safe" bonds: the international government zero coupon bond of the Republic of Austria. Dropping from around 100 to sub 3 while still yielding just 3,9%. But don't worry—the rating is AA+, and the outlook is stable. What more

Longing for safety? Here's our beloved example of "safe" bonds: the international government zero coupon bond of the Republic of Austria. 

Dropping from around 100 to sub 3 while still yielding just 3,9%. But don't worry—the rating is AA+, and the outlook is stable. What more
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Real (inflation-adjusted) bond drawdowns mirror equities, even in extreme stock crashes. No crash now, but pressure on Europe's long-end yield curve is clear. Dutch pension reform adds supply, structurally cuts demand for long bonds. A good read: bloomberg.com/news/articles/… #bonds

Real (inflation-adjusted) bond drawdowns mirror equities, even in extreme stock crashes. No crash now, but pressure on Europe's long-end yield curve is clear. Dutch pension reform adds supply, structurally cuts demand for long bonds. 

A good read: bloomberg.com/news/articles/…

#bonds
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The image shows the real total return and the real drawdowns of US-Treasuries over time. The duration of the drawdown is impressive. May well happen again. Building a pension scheme based on portfolios containing a large share of bonds is based on (a) ignorance, (b) lack of

The image shows the real  total return and the real drawdowns of US-Treasuries over time. The duration of the drawdown is impressive. May well happen again. 

Building a pension scheme based on portfolios containing a large share of bonds is based on (a) ignorance, (b) lack of
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As gold climbed the ranks of international reserves and is second only to the US-Dollar currently, the gold miners barely woke up. Even a minor reversal of the decade long underperformance may yield attractive returns. As gold miners have been out of favor by institutions,

As gold climbed the ranks of international reserves and is second only to the US-Dollar currently, the gold miners barely woke up. 

Even a minor reversal of the decade long underperformance may yield attractive returns. As gold miners have been out of favor by institutions,