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Dafne17

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Dafne17

On-Chain Metrics and Tokenomics in Crypto

I recently talked with a friend in Finance and he was very interested to hear about quants and key metrics to look at when assessing the…

Oct 25, 2023

On-Chain Metrics and Tokenomics in Crypto

Oct 25, 2023

Dafne17

Why BTC at 60k is mispriced.

I have rarely been so bullish over the next 18 months. Most assets are misplaced.

Jul 22

Why BTC at 60k is mispriced.

Jul 22

Dafne17

The inevitable course of rates

This chart has some wide implications that can’t be ignored.

Jun 10

The inevitable course of rates

Jun 10

Dafne17

The good old MicroStrategy playbook

𝗧𝗵𝗶𝘀 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲𝗹𝘆 𝘂𝗻𝗸𝗻𝗼𝘄𝗻 $GOLD 𝗺𝗶𝗻𝗶𝗻𝗴 𝘀𝘁𝗼𝗰𝗸 𝗯𝗼𝘂𝗻𝗰𝗲𝗱 𝟭𝟵𝟬𝟬% 𝗮𝗳𝘁𝗲𝗿 𝗱𝗲𝗰𝗹𝗮𝗿𝗶𝗻𝗴 𝘁𝗵𝗲…

Mar 26

The good old MicroStrategy playbook

Mar 26

Dafne17

Fiat is broken.

Here’s why the rich keep getting richer, the poor keep getting poorer and the middle class is shrinking.

Mar 11

Fiat is broken.

Mar 11

Dafne17

ETH’s upcoming catal

I talk extensively about $BTC and its fundamentals, so it’s time now to speak about the Queen $ETH. Let’s dive in with some key catalysts…

Jan 16

ETH’s upcoming catal

Jan 16

Dafne17

Some bullish momentum going into 2024: Here’s why

They say to write this way:

Dec 18, 2023

Some bullish momentum going into 2024: Here’s why

Dec 18, 2023

Dafne17

90% of traders lose money… why?

Yaiks!

Aug 9, 2023

Aug 9, 2023

Dafne17

Good things (and wine) take time

Most hedge funds don’t beat their benchmark, which is typically the $SPX500 .

Jul 3, 2023

Good things (and wine) take time

Jul 3, 2023

Dafne17

Don’t spend hours picking an apple when you have a frozen pizza in your cart. Macro is key.

All markets are subject to macro conditions.

May 15, 2023

Don’t spend hours picking an apple when you have a frozen pizza in your cart. Macro is key.

May 15, 2023

Dafne17

Dafne17

I advise the largest financial institutions in the world on Tech transformation journeys. I write about macro and Crypto. 33%annualised returns last 5years

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