PinnedDafne17On-Chain Metrics and Tokenomics in CryptoI recently talked with a friend in Finance and he was very interested to hear about quants and key metrics to look at when assessing theโฆOct 25, 2023Oct 25, 2023
Dafne17Why BTC at 60k is mispriced.I have rarely been so bullish over the next 18 months. Most digital assets are mispriced.Jul 22Jul 22
Dafne17The inevitable course of ratesThis chart has some wide implications that canโt be ignored.Jun 10Jun 10
Dafne17The good old MicroStrategy playbook๐ง๐ต๐ถ๐ ๐ฟ๐ฒ๐น๐ฎ๐๐ถ๐๐ฒ๐น๐ ๐๐ป๐ธ๐ป๐ผ๐๐ป $GOLD ๐บ๐ถ๐ป๐ถ๐ป๐ด ๐๐๐ผ๐ฐ๐ธ ๐ฏ๐ผ๐๐ป๐ฐ๐ฒ๐ฑ ๐ญ๐ต๐ฌ๐ฌ% ๐ฎ๐ณ๐๐ฒ๐ฟ ๐ฑ๐ฒ๐ฐ๐น๐ฎ๐ฟ๐ถ๐ป๐ด ๐๐ต๐ฒโฆMar 26Mar 26
Dafne17Fiat is broken.Hereโs why the rich keep getting richer, the poor keep getting poorer and the middle class is shrinking.Mar 11Mar 11
Dafne17ETHโs upcoming catalI talk extensively about $BTC and its fundamentals, so itโs time now to speak about the Queen $ETH. Letโs dive in with some key catalystsโฆJan 16Jan 16
Dafne17Some bullish momentum going into 2024: Hereโs whyThey say to write this way:Dec 18, 2023Dec 18, 2023
Dafne17Good things (and wine) take timeMost hedge funds donโt beat their benchmark, which is typically the $SPX500ย .Jul 3, 2023Jul 3, 2023
Dafne17Donโt 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, 2023May 15, 2023