Best of Crypto

This strategy invests into crypto assets that potentially outperform Bitcoin. The strategy will stay diversified and won't invest more than 15% into one single asset except for Bitcoin, cash-like Tether, USDC or Pax Gold. Usually it's even more diversified. The strategy moves to cash-like coins after strong market runs or if indicators point to more difficult times. Thus drawdowns should be reduced.

Quite frustrating past few days. Bitcoin and almost only Bitcoin was going up, everything else stagnated or was going down. Now after the FED, everything including Bitcoin is going down. The FED is now hiking rates, selling bonds from their own holdings and at the same time providing near unlimited fresh liquidity to banks in exchange for government bonds. Crazy....

Bitcoin has completely decoupled from stocks. Finally trading more like a safe haven asset again. After Bitcoin has had its run, altcoins always follow but with higher beta. I hope we get a taste of that this weekend!

Insane days!!

Panic everywhere, cryptos oversold, Bitcoin back at USD 20k. I am buying here, using our cash position. I stay away from DeFi as this sector will see a tough 2023 with government bond yields at 5% and venture capital firms who were the biggest players here in the past 2 years deeply in trouble. I like good old coins that are not owned by overleveraged players, are not securities in the regulators eyes and have low inflation rates. I add a few other projects that I like and that have time proven working blockchains and products.