Value added analysis

Value added analysis


Cryptonauts we love ya!!    What did we learn from this week in VALUE??  Bluechips, that was the lesson that screamed to us.  Big daddy bitcoin.  Low risk, high reward.  Maxi's might be RIGHT!!! 

Let's review - two weeks ago, in an exchange sector frenzy, we picked TWT, the wallet with a built in DEX.  Self custody AND distributed exchange, an idea who's time has COME!!!!  Our beer money went IN with TWT at $1.47 dec 25th. .   Today, two weeks later, we get $1.55, what's that?  not 10%.  & it went down first!! 

Last week, we thought HEY pick the coin about to pop, not the coin that popped!!! Then we went contrarian, staying in the exchange sector, the bluest chip IS big numba ONE, BNB!   We sold ETH from the Pub0x to get one beer money unit in at about $2.70.  After one week, we get $3.02, hey we got our ten percent!! More importantly, the 10% came in a lower risk!! 

Yeah, ok, we just sound old and in the way saying "blue chip."  And other chit erm altcoins had a GREAT week or two - Solana was beat down so hard it finally popped!! 6927f20a72dd2f7e93c806723a6b2e9a85816238ab655bc31791ccc1adb686b7.pngTLDR: it was a DRAG being Sammy coin AFTER Sammy went DOWN!!  dead cat bounce?? maybe it's still a bounce!!  And y'know, Sol is a kinda blue chippy, almost top ten.  

More importantly, we suffered opportunity cost to get our 10% on BNB - we sold ETH to get it!!   Blue chip erm, leading crypto lesson - ETH had less risk and MORE GAIN than our BNB!! 

Big picture - zoom out.  This is the time to place bets for 2023.  What is the lesson?   Interest rates are gonna keep going up.  Inflation ain't going away, baby!!  What does this mean?? Gonna be the year of the big BTC.  Can't be regulated - we don't CARE what the EU sez next week or year or whenever they next think they can stop BTC.  

Rightly or wrongly - this is gonna be time to hire the dog out for stud service, get the cash and stash it in a major, boring crypto like BTC or ETH.   BTC has proven beyond death!  ETH is gonna whip all the competition with functionality and user base!! 

OK do y'all hear?? Are you listening?? cuz WE are not, ah ha ha!!  Third time in a row now, we ignore our own advice and put one beer money unit into ICP.  Yep, ICP.  Sammy loved SOL, Sammy scr-wed ICP.   Did ICP bounce BACK just lately?  YES they did!! 478f98b74a965cd23987a59177edfb946cb83028394107e763e7f1476fde2232.pngTLDR: yes, breaking our blue chipxxxxxx leading crypto rule, breaking our rule to chase  the NEXT pop, not the LAST pop!!   Dear readers remember us mumbling about ICP being a buy since Sammy kept ti DOWN!!  We are in at $5.14 for ICP!!  Spray n pray brothers and sisters!!

 

We love y'all, peace out

Love

Dave

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Dave Sawyer
Dave Sawyer

National Merit got this punk rocker to Oberlin, and Wall Street fintech gave up world tours and an NYU MBA. I am a Bitcoin true believer. Bitcoin is deeply revolutionary in a way we always prayed tech would be. Keep the baby Faith!


Hi, I am Dave, and I just got hooked on crypto !
Hi, I am Dave, and I just got hooked on crypto !

After decades motorcycling in NYC to work on Fintech and play punk rock, I just woke up to Cryptocurrencies and fell in love like never before! Blogging for the hell of it while learning my way through this awesome, deeply revolutionary evolution in money. Join us while we laugh and flip off the central banks and their currency debasing governments! Stack sats to the Moon, Lambo, don't reck, FUD, FOMO, wild wild west, bless Satoshi!

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