I've Started Stacking Again
Despite the war and elevated volatility, I'm back on the buyer side. Taking my Jane Street bottom call and putting it into action.
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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.
