14 Comments
Apr 27, 2022Liked by Market Sentiment

Nice piece, my friend!

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Apr 25, 2022Liked by Market Sentiment

Muchas gracias por su trabajo. Ha sido muy valioso para mí leer sus informes. Saludos desde Argentina.

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author

You are welcome :)

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"your chances of hitting a moonshot are also much higher following the top-10 strategy" - one note here is that it's much better spread out for next 90 Vs top 10, where it's concentrated in the 15-17 era.

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author

Yeah! True. The main reason I can think of is that the base is becoming much bigger now. In 2018, the 10th biggest coin was worth $8B. a 100x return on that means the coin has to become valued close to 1 Trillion which is very very hard. Thats why I had highlighted the base effect in the limitations!

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Fully agree. My thesis recently if that bigger shifts will come from VC type investments, or substitution effects between coins (rather than whole ecosystem growing)

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This strategy involves buying the top 10 cryptos -does that include stablecoins?

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author

No Pete. Stable coins are removed from the analysis

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Is 10,000% return 100x ?

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author

Hi Pete - Its technically 101x return. Just kept that since round figures are nicer

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Jun 3, 2022·edited Jun 3, 2022

How many types of DCAs are out there, and would it factor in volatility, like Bitcoin's NVT ratio?

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This only confirms what your previous piece "How to consistently make returns from the Crypto market by using Dollar Cost Averaging" pointed out, but adding an extra positive conclusion: not only investing in the Top 10 cryptos yields the best results, but also gives the highest chance of hitting a moonshot.

I'm always grateful for your amazing skills at analyzing data.

Thank you one more time

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author

Thanks! Yes, the analysis turned up some surprising results. Glad you found it useful :)

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Do you think that you might have a better chance at finding a moonshot by finding freshly listed cryptos? I would assume that since those have the smallest market caps they have the most room for growth. Even if 99% of them fail that 1% could pay for all the rest.

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