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Bitcoin, Bit Digital, and a Little Bit of Humble Pie?
BTC is making a fool out of me. Is it time to re-adjust expectations? Laying out my Bitcoin-exposure plan for HSEP.
May 16
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Mike Fay
4
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Bitcoin, Bit Digital, and a Little Bit of Humble Pie?
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A Noteworthy Laggard Among Positive YTD Crypto Investment Flows
There's not much love for a certain "blue chip" crypto this year. Let's explore some possible reasons.
May 15
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Mike Fay
3
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A Noteworthy Laggard Among Positive YTD Crypto Investment Flows
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A Plethora of Pivot Points
Markets look poised for a big move. Will cash prove to be king?
May 10
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Mike Fay
1
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A Plethora of Pivot Points
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A Falling Knife Worth Catching?
What if I told you I liked a stock that trades at a forward price to earnings multiple of 10, pays a 3% dividend yield, is in a virtually…
May 6
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Mike Fay
6
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A Falling Knife Worth Catching?
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A "Miner" Adjustment
Bitcoin's fast approaching halving is going to have an impact in the mining space. I like three different names; a monster, a takeover target, and a…
Apr 15
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Mike Fay
5
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A "Miner" Adjustment
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Cash Ain't Trash After All
When life gives you lemons, you run to your charts and start drawing arbitrary lines!
Apr 12
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Mike Fay
3
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Cash Ain't Trash After All
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Financial Nihilism, Hijacking Bitcoin, & Crypto Portfolio Strategy in 2024
In a market driven by narratives over substance, is there any room for a fundamental approach to investing in innovative technology? Some say no. I say…
Apr 10
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Mike Fay
4
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Financial Nihilism, Hijacking Bitcoin, & Crypto Portfolio Strategy in 2024
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The Ethereum Conundrum
Gary Gensler's SEC appears poised to classify the native token of the network as an unregistered security. Yet, ETH is arguably the best long term…
Apr 4
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Mike Fay
5
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The Ethereum Conundrum
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Pick Your Pony
Bitcoin loves the slop. It's mother was a mudder.
Apr 1
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Mike Fay
2
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Pick Your Pony
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Getting One's Bearings
When the market is irrational, one must be irrational. Right?
Mar 30
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Mike Fay
4
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Getting One's Bearings
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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
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Mike Fay
4
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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
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Mike Fay
5
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"I'm Moe Greene!"
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