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Oct 28, 2021Liked by Ecoinometrics

If you do decide to NFT your Bitcoin rocket chart I offer one ounce of gold 😉

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Question 1: Perhaps Crypto is one half of the barbell strategy, and cash/gold is the other half, with S&P equivalents being in the middle and used sparingly. It is claimed that this radical form of stock-bond allocation can soften the blow of temporary volatility whilst gaining the best results for future crypto returns. Why is this statistically the case, that holding world currency baskets OR gold (as if it is a "value" asset) becomes a hedge against "growth" tech assets e.g. NASDAQ and Bitcoin? Gold has less industrial application than common metals, timber, fabric ingredients, and agricultural goods. https://newsletter.banklesshq.com/p/the-crypto-barbell-strategy https://convivium.substack.com/p/the-bitcoin-gold-barbell-strategy

Question 2: If the yin-yang is established as such, is momentum investing ("speculation", "shorting", and "day trading" seemed so dirty to say) generally harmful for both gold and Bitcoin and on the side of S&P and bonds? Yarvin noted "borrowing fiat against X" is generally a sign that fiat is still better, and that "crypto tourists" almost always loses, but will only beat HODLers (naked long) and no-coiners in the last moments before Bitcoin gaining maximum market dominance. https://www.youtube.com/watch?v=rK0Tf9DX-9s https://www.youtube.com/watch?v=1S0BVPYoCFk https://graymirror.substack.com/p/degenerate-cryptofinance https://graymirror.substack.com/p/on-the-crypto-blizzard https://graymirror.substack.com/p/varoufakis-and-bitcoin-maximalism https://graymirror.substack.com/p/bitzion-how-bitcoin-becomes-a-state

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