This year, the idea of managed portfolios and index fund portfolios has been on the rise, you can bet on many hitting the market in 2017. It’s a popular idea borrowed from Wall Street. For stocks 99% of index funds, namely a fund that buys the entire market passively,…
I’ve decided to come up with a new index to measure how suitable a coin is for generable purpose commerce. For a consumer to hold a coin in their wallet, they want good liquidity and low volatility. Similarly the merchant on the other side of the transaction want the…
Seen this price pattern? Yes? Here’s another one… The first graph is XRP/Ripple, while the second one LTC/Litecoin. But really it could have been any altcoin through to 2014 so you should be familiar with it. It’s what I call the “Shitcoin Pattern”. Prior to 2015,…
I ran some charts on the top 10 coins by marketcap, to see how they individually performed had you invested 6, 12, 18, 24 and 30 months ago. Here’s my results. The conclusions are unclear but some thoughts come to mind: Over the long term (2 years or more)…
LAST UPDATE 7 JAN 2018 Investors in this space will need a good solution for storing your various crypto-assets, so I thought I’d make mention of Exodus Wallet. It’s beautiful to use, reliable, and in fast development. The document addresses the most common question from the community -…
Dash’s focus is a payment network so transaction turnover will be key. Let’s run some numbers to figure out transaction turnover and market cap valuations… This is Bitcoin’s transaction turnover as a function of their market cap: Source Source Data For Bitcoin, the ratio of turnover to…
In my pursuit to analyse Altcoin returns if you had bought the entire market like an index fund, I just ran some numbers: Period Bitcoins Altcoins Sep 2013-2016 470% 1970% Sep 2015-2016 170% 268% Sep 2014-2015 -47% 20% Sep 2013-2014 300% 369% I’ve yet to work out risk return…
Out of curiosity, I put together a graph to analyse the market cap growth of altcoins compare to Bitcoin. Very interesting… For investors, it seems 2016 is the year of the altcoin. Bitcoin has long dominated the investment space with over 90% of the market cap as it built a…
Since the recent explosion of Monero, it seems privacy-centric coins are all the rage right now. So I’ve been thinking a lot about anonymous coins of late… Dash and Monero are the leading contenders with healthy communities, liquidity and market caps. Monero has the technical advantage in privacy with…
I ran the numbers on 24hr traded volume (liquidity) vs market cap for the top 40 altcoins to highlight any suspect valuations. You could say it’s a shitcoin detector, LOL. The idea being that an altcoin that has a low ratio of traded volume vs its market cap has…