A successful 2023 where we achieved a remarkable 90.33% return.
As we navigate the evolving cryptoverse, our focus for 2024 is on leveraging key market developments and cyclical trends to maximise returns.
Impact of Bitcoin Spot ETF Approval
The recent approval of the Bitcoin Spot ETF is a game changer, particularly with major financial institutions like Blackrock and Vanguard, poised to enter the market. This development is expected to introduce substantial institutional money into the crypto market, potentially enhancing liquidity and stability.
Strategic Shift: High Liquidity Coins and Narrative Plays
Looking ahead, our strategy is pivoting to capture 80% of the market-cap by investing in high-liquidity coins. This approach aims to ensure robust market participation while managing volatility effectively.
Additionally, we plan to allocate 20% of our portfolio to narrative-driven plays, recognising the potential of emerging themes and projects within the crypto space.
Cyclical Play: Post-Halving Growth and 2025 Top
We are acutely aware of the cyclical nature of the crypto market. With the upcoming Bitcoin halving in 2024, we anticipate a significant market cycle that historically leads to substantial growth.
Our strategy is geared towards capitalising on this post-halving surge, with a mindful approach towards the expected cyclical peak in 2025.
Goals for 2024
Our objective for 2024 is clear: to maximise returns while maintaining a balanced and forward-looking investment approach.
We will continue to adapt our strategies to align with market dynamics, regulatory developments, and technological advancements.
Continuous Monitoring and Adjustment
We will keep a close watch on market trends and adjust our strategies as necessary to stay ahead of the curve. Our commitment to rigorous analysis and proactive management remains stronger than ever.
As always, we remind you that capital is at risk and past results do not guarantee future returns. Staying informed and conducting your own research (DYOR) is crucial.
We encourage you to follow our updates and analyses on The Insider Memo.
Thank you for your continued trust in our expertise.
May we all have a promising and profitable 2024.