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From skeptic to hodlr to investor
From skeptic to hodlr to investor

From skeptic to hodlr to investor

A 20 year institutional investor learning about the crypto space.


2021 Periodic Year End Review

3 Jan 2022 1 minute read 4 comments NZFX

Hi friends- Below is my customary month end periodic table of returns.   What a roller coaster of a year!  A few highlights:  We limped into January with Luna being the only one on this table putting up a positive month- and positive it was.  When yo...

November Periodic Crypto Update

2 Dec 2021 1 minute read 2 comments NZFX

Hi friends- Below is an update of the 'Crypto Periodic Table we've been following for a few months.   I intend to expand it to add more projects in the near future. I don't know about you, but to me the month felt a lot worse than it actually was.  ...

Comparing drawdowns across major crypto projects

25 Nov 2021 1 minute read 0 comments NZFX

Hi friends- Thought it would be a good time to look at how some of the major crypto projects have performed in this most recent sell-off.   The analysis below shows two things for each project:  How far we are from the highs (drawdown). You can see b...

Zooming out on BTC

9 Nov 2021 1 minute read 0 comments NZFX

My last few posts have shared tools I built to help me make more tactical decisions.   It's also good to zoom out though every now and then to see what the big picture looks like.   I've posted before on how different regression techniques can yield...

ETH Hodl Dashboard

8 Nov 2021 1 minute read 0 comments NZFX

Hi Friends- I continue building out a suite of dashboards in Google Sheets- this time for ETH. As a long term HODLR, I like to add to my position during times of stress.  The dashboard below provides a quick glance at a variety of tools to help take...

Google Sheets Hodl Dashboard

3 Nov 2021 1 minute read 6 comments NZFX

Hi friends- This is an update from a post I did some time ago where I shared the dashboard I built in Google Sheets for Bitcoin.   I've added a few things and thought it would be a good time for an update.   As a reminder, I'm not a trader but a long...

Back by popular demand: October Periodic Performance Update

1 Nov 2021 1 minute read 1 comment NZFX

Hi friends- Below is the October update for the large-cap cryptos.  When I first created this several months ago, it was for the 12 largest projects by market-cap, excluding stable coins and BNB.    Some of the original projects have fallen out of th...

Getting ready for November: BTC & ETH

26 Oct 2021 1 minute read 0 comments NZFX

A while back I built several tools to help me understand whether or not a seasonal element to Bitcoin and Etherum exists.   I didn't look at this until the 2nd week of October and really wish i would have looked at it earlier.   I'm sharing this a fe...

A new defi project: Planet Finance

25 Oct 2021 1 minute read 0 comments NZFX

So I've been going back and forth on whether or not to post on this as my posts traditionally revolve either around mathematical observations or philosophical rants.   Some may call me a coward for that but I understand the duty that comes with givin...

Bitcoin potential as % of gold market

19 Oct 2021 1 minute read 1 comment NZFX

On Coin Bureau's YouTube channel, I saw a recap of an interesting crypto report put out by Bank of America.  The report was put out on October 4th and was entitled Digital Assets Primer:  Only the first inning.  Most of what I read would be consider...