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Value, Premiums, And The Madness of Crowds
A quick glance at Grayscale's single asset premiums, a rare fund trading at a sizeable discount, and the full history of MicroStrategy's share price…
Mar 22
•
Mike Fay
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Value, Premiums, And The Madness of Crowds
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"I'm Moe Greene!"
I made my bones while you were going out with cheerleaders!
Mar 20
•
Mike Fay
5
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"I'm Moe Greene!"
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Rents, Rates, and Real Estate
With less than 24 hours before the latest rate proclamation from the magic money wizards, one wonders when low rate cake will flow from the windows of…
Mar 19
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Mike Fay
2
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Rents, Rates, and Real Estate
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Whiskey On A Sunday
Cheers, my friends.
Mar 17
•
Mike Fay
4
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Whiskey On A Sunday
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Drop It Like It's Hot
Cryptos are selling off as the week comes to a close. Net flows, Correlations, and Altcoins. Oh My!
Mar 15
•
Mike Fay
1
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Drop It Like It's Hot
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Gas, Blobs, and Network Abstraction
Ethereum's Dencun upgrade looks like a silver bullet for ecosystem user growth. We'll explore some potential indirect implications.
Mar 13
•
Mike Fay
3
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Gas, Blobs, and Network Abstraction
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Fund Flows And Crowd Behavior
A good contrarian investor has to know when to move against the crowd. In this update, we'll look at ETF flows for BTC and Gold, MicroStrategy's…
Mar 7
•
Mike Fay
3
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Fund Flows And Crowd Behavior
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Thinking Through Next Moves
Yesterday's crypto selloff was an opportunity if you've been waiting for a meaningful pullback. Are we going to get any additional pain or is it time to…
Mar 6
•
Mike Fay
4
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Thinking Through Next Moves
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Dogecoin, Bitcoin Cash, and Litecoin Have Awoken From Their Slumber
Who Says Dinosaur Coins Are Extinct?
Mar 3
•
Mike Fay
4
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Dogecoin, Bitcoin Cash, and Litecoin Have Awoken From Their Slumber
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Welcome To The Melt-Up?
Imagine being in risk assets that didn't go up on Friday...
Mar 1
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Mike Fay
1
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Welcome To The Melt-Up?
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When Pragmatists And Heretics Unite
Watch now | What if the promise of otherworldly returns from Bitcoin cycles in the past is setting up bulls for a massive disappointment this time…
Mar 1
•
Mike Fay
and
James Foord
1:08:51
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When Pragmatists And Heretics Unite
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February 2024
$57k Bitcoin & Miner Mania
After a monster rally in all things Bitcoin to start the week, let’s dive in on some charts and some additional considerations.
Feb 27
•
Mike Fay
5
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$57k Bitcoin & Miner Mania
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