$Coinbase Global, Inc.(COIN)$  $iShares Bitcoin Trust(IBIT)$  $ProShares Bitcoin Strategy ETF(BITO)$  $Bitwise Bitcoin ETF(BITB)$   Written on this before a couple of months ago, when Bitcoin was going at $45k USD, before the ETFs were approved. Here are some thoughts since then: On ETF approval: ETFs have enabled more people who once did not have access to Bitcoin instruments to accumulate Bitcoin. Although this might not constitute a large part of individual holdings, it has already seen a $12.5 billion inflow. As more people get used to the idea of Bitcoin being trade

Year started off with a downturn. Wonder what the rest of the year would hold?

thanks for sharing!

$CME Bitcoin - main 2401(BTCmain)$ $Grayscale Bitcoin Trust (BTC)(GBTC)$ $Coinbase Global, Inc.(COIN)$ Bitcoin on it's road to recovery. Generally bullish, but few ffactors here to consider: Macroeconomic: Inflation rate coming down -> feds (hopefully) lowering interest rates -> increased liquidity in the market. More liquidity -> higher willingness and ability to spend and invest -> increased potential for price of Bitcoin and related stocks to rise.  Markets also seen to be taking a risk on sentiment with crypto (and almost every other asset class (rip bonds). If this sentiment continues into 2024, with the volatility of crypto, as we

$Tiger Brokers(TIGR)$ 2024 is a year of uncertainty. Sure, we might be ending 2023 with strong performances, and a strong indication of where inflation and interest rates is heading, but how will the market react to it? Some basic economics to explore here, which i have broken down into parts for easy explanation later. 1. Interest rates are part of monetary policies aimed at influencing the amount of money flowing into the economy, so as to influence inflation rates. 2. It does this by increasing or decreasing the cost of borrowing/rewards for saving, thereby resulting in the borrowing price/savings reward going up or down. 3a. As interest rates go up, 3b. more people are incentivized to save as the rewards of saving is higher, while more pe

Been trading cryptocurrency for a while. Just like to weigh in on some matters regarding crypto trading: 1. More often than not, most cryptocurrencies do not have any intrinsic use case. Value assigned to tokens is just based on demand/supply, with no underlying worth to the currency.  2. Playing the cryptocurrency market is this akin to gambling. With no real value to most currencies, the ability to make money in the cryptocurrency sphere depends on being able to bring in more demand for the currency/reduction of supply.  3. As such, most of crypto trading requires the throwing of rationality out of the window. Understanding the market becomes an emotions game, and being able to trade properly requires one to be able to read the actions/emotions of others.  4. DD

Entering into 2023, US Fed rates were standing at 4.5%, $SPDR S&P 500 ETF Trust(SPY)$ at 3800s, with major players predicting that we were all heading into recession and an economic slump. End 2023, US Fed rates are now at 5+%, $SPDR S&P 500 ETF Trust(SPY)$ up about 20%, with recession not in sight and the market still performing at its highest levels. I myself is also guilty of such predictions, slowly selling down as interest rates rose, and losing out on about 10% gains that I could have had should I have held on to the stocks that I sold. Here's some lessons that I learned from this year: 1. Take predictions with a pinch of

December is a month that has had more wins than losses over the past 70 odd years, with the percentage of winning months being about 75%. This translates to it being one of the best performing months historically.  As of whether Santa Claus is really the cause of this rally, one might want to seek the opinions of his transport workers: the reindeers (or modern day Tesla). $Tesla Motors(TSLA)$ has been outperforming here, smashing up about 25% since it's lows about 2 months ago. With Santa working in weird and mysterious ways (read: possible interest rate cuts!), one might attribute this red hot rally to the sea of investors rushing in in order to avoid the FOMO, trying to catch the last train out

There's the common misconception that the stock market is a place whereby wealth is made, and made abundantly. While that may be true, especially for those who managed to get in early (eg. $Tesla Motors(TSLA)$ just a few years ago) for the majority of us, the stock market is a place whereby wealth is preserved, and we, as stewards of the assets placed within our hands, learn many lessons both about managing these said assets, and about ourselves.  I myself am one who was lured into the world of stocks, wanting to make as much money in as little time as possible. Scouring threads such as r/wallstreetbets (don't do it!), stocktwits (arguably worse) and watching finfluencers (not all are bad I must say!) for the next alp

Before we do a deep dive into the state of Argentina's economy, I would first like to say that it would be wise to look at the graph of $ARS/USD(ARSUSD.FOREX)$ When we talk about investing, we talk about allocating capital for a long term into a company/organisation/country which we believe will provide returns over a sustainable period of time. ie. Not day or swing trading.  Qn: If we take a period of 5 years, and assume the asset price stayed the same, what would be the current return on the asset solely by influence of exchange rate factors itself?  Ans: About 10x. Not in the positive direction, but in the negative direction. With that being said, in order for your asset to maintain its value in terms of USD, it woul

CEO resign, but who owns the company? Who's the new CEO answerable to? Binance will survive this, being one of the current kings of the crypto space, it's first mover advantage as well as having the capital that it has currently. PS. I have no holdings of BNB

Japan $Nikkei 225 Exchange Traded Fund(NTETF)$ is a country that experienced an economic miracle post WWII till the end of the cold war, becoming the world's second largest economy for a brief period of time. This was due to Japan's shift in economic policies which encompassed the refocusing of it's economy to an export oriented one. More exports, more demand for JPY, increased foreign reserves, increased currency strength, increased SOL and increased investment. All the necessary ingredients for a successful economy. However, Japan has in recent years experienced a slowdown in the economy, due to a set of challenges very specific to the country itself. Foremost among these challenges is the demographic shift towards an aging population

$Alibaba(BABA)$ on the recent news. The Jack Ma stock sale plan isn't worrying because the sale might cause a increase in supply of traded stocks in the market, thereby depressing prices of the stock. Rather, it is what it signals that is worrying. I say so because this signals a dawn of a new era for $Alibaba(BABA)$ , whereby Jack Ma intends to take a step back in the company he had founded, and relinquish more control and authority of the company to his successors. By selling his shares in the company, he is essentially selling away the control associated with owning these shares. As the face of $Alibaba(BABA)$ 

$Sea Ltd(SE)$ Posted an article pre earnings, and will post another now.  SEA's recent plunge in stock prices has been attributed to the surprise losses that it has posted after 3 quarters of profits. Investors who were hoping to see a fourth quarter of profits, thereby securing a full year of profitability, were disappointed and thereby sold the stock.  However, one must not forget that $Sea Ltd(SE)$ is a tech stock. Although profits are good, for such companies, profitability often takes a back seat to prioritizing user acquisition, geographic expansion, and innovative product development. Therefore, assessing SEA's potential demands a forward-loo

Buying $Berkshire Hathaway(BRK.B)$  weekly, might consider auto investing in other blue chip stocks too:)

Big tech stocks have historically demonstrated a positive correlation with bull markets, often serving as the vanguard of innovation and growth. The surge in the broader market is often exceeded by the remarkable ascent of companies with large technological moats, such as FAANG stocks. In a bull market, where risk appetite is heightened, investors gravitate towards sectors promising robust growth, and big tech, with its track record of disrupting industries, becomes an alluring proposition. Moreover, digital transformation, accelerated by the COVID-19 pandemic, has further propelled the prominence of big tech. Companies offering solutions in cloud computing, e-commerce, and digital services have found themselves not only resilient but thriving in an environment marked by rem

The allure of current yields on US Treasuries presents an enticing prospect for investors seeking stable returns in a landscape marked by volatility. Traditionally viewed as a safe-haven asset, Treasuries often attract investors during periods of uncertainty. The rising yield adds an extra layer of appeal, especially when compared to alternative investment options. However, the decision to invest in US Treasuries is not solely contingent upon attractive yields. The Federal Reserve's role and its benchmark interest rates inject a critical dimension into this calculus. With rates hovering at its current levels, there is a need to balance between central bank policy and bond market dynamics. The convergence of rising yields and Fed rates underscores the central bank's commitment to

As the financial landscape continues to transform, the question of whether to invest in Bitcoin and other cryptocurrencies has gained heightened significance, particularly with the emergence of cryptocurrency exchange-traded funds (ETFs) and a growing regulatory framework.  The advent of cryptocurrency ETFs signals a maturation of the crypto market, providing traditional investors with a regulated and accessible avenue to gain exposure to digital assets. This institutional embrace underscores a growing recognition of cryptocurrencies as legitimate financial instruments. However, with this legitimacy comes a dual-edged sword – while ETFs enhance accessibility, they also introduce new layers of complexity and potential market impacts. The licensing and regulation of the cryptocurrency s