I've Started Stacking AgainDespite the war and elevated volatility, I'm back on the buyer side. Taking my Jane Street bottom call and putting it into action.Article was brought to you by:Dear Readers, I’m not the DCA type. It’s a great strategy for many…to set it and forget it. In many ways, it’s the wise strategy because it removes emotion and the countless behavioral biases that we know to be universal. I’ve also been investing in The Bitcoin Layer, so admittedly, the marginal dollars flow into trying to bring you the best research product. But everyone has their own approach to investing. Some like to “sling it around,” meaning they move from one asset to the next in search of the 10-baggers. They play in the options market and even get involved in leveraged trading. Others dollar-cost average (DCA), or just allocate as the go to a mix of stocks and bitcoin. But I have a feeling that most of you, and by our surveys and demographic studies, we have a decent idea of our reader makeup. Investing is a process, and allocations shift around with your understanding of how the world works. Together, we meet at TBL, assessing how global macro is affecting bitcoin, and how the case for ‘bitcoin investing’ ebbs and flows over the years. Today, with so much happening around the world, I would like to explain to you why bitcoin’s asymmetric returns are more attractive today than anytime since 2023, when bitcoin was just shaking off the FTX catastrophe and inching toward a defeat of the SEC and ETF approval. TL;DR Summary...Subscribe to The Bitcoin Layer to unlock the rest.Become a paying subscriber of The Bitcoin Layer to get access to this post and other subscriber-only content. A subscription gets you:
|
Monday, March 16, 2026
I've Started Stacking Again
Subscribe to:
Post Comments (Atom)
Popular Posts
-
Digital dollars, bank deposits, and the fight over who gets the risk-free rate. ͏ ͏ ͏ ͏ ͏ ...
-
AI agent fever has reached a different stratosphere over the past few days and crypto is tripling down on finding its place inside...
-
Are improved AI agents the bullish development crypto has been waiting for? ͏ ͏ ͏ ͏ ͏ ͏ ͏...
-
But Not How You'd Think ...
-
Wall Street’s biggest names are ready to go on the offensive against Trump's crypto-friendly regulators. ...



No comments:
Post a Comment