In a backdrop of dismal bond yields, near-zero interest rates, and dithering stock prices, cryptos with utility provide investors with alpha returns, and it could be for a reason. Behind every industrial revolution, you will find a gaming-changing technology or innovation driving the transformation. So, bursts of disruptive product or service innovations are driven by technology. Moreover, it is early investors in these long waves of...
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The Fed’s ongoing monetary easing policy, also known as monetary accommodation, is feeding the stock bull market and also increasing investors’ appetite for a boom in international public offerings (IPOs) in 2021. There is a lot of money chasing a limited amount of good investment opportunities, which is increasing market volatility. The boom in IPOs is not turning out to be a moveable feast for most retail investors They...
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The transactional part of the secure blockchain network, the consensus mechanism, could be the investor’s holy grail to a fortune. Without further ado let me set the stage. Cryptocurrencies are back on the radar as the White House backs crypto tax amendments endorsing proof of work in the infrastructure bill. White House Backs Crypto Tax Amendment Endorsing Proof-of-Work in Infrastructure Bill – (stalkcryptos.com) Why does the...
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The China dilemma of investing was brought to light with the recent technology sell-off. All major Chinese technology shares such as Tencent, Alibaba, and Meituan had fallen sharply early in the week on news of regulatory crackdowns. China’s antitrust regulator announced Monday a set of guidelines for food delivery platforms that included paying delivery personnel at least the local minimum wage — a move that could hurt the profits of...
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Could the entire crypto market pull-back be a temporary short-term bear market in a secular bull market and represent a buying opportunity, or is this the end of the cryptocurrencies bull cycle? To put a perspective on crypto market pull-back the total cryptocurrency market cap has fluctuated from a high of $2.56T to today’s $1.38T, which represents 53.9 % pull-back from its high. But cryptocurrency investors are immune to pull-backs,...
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Could an insight into the future be revealed through the optics of six long waves of innovation spanning 250 years? So, let’s zero in on the theory of innovative cycles, developed by economist Joseph Schumpeter, which sheds light on six long waves of innovation that defined previous decades since 1750. These six long waves of innovation begin with two distinct phases of the industrial revolution, the first being between 1750 and...
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