PinnedTim StolteinAmdax Asset ManagementAll models are wrong, and this one isn’t even useful“Quant investing is both art and science”Aug 16, 2022Aug 16, 2022
Tim StolteinAmdax Asset ManagementLump-sum or Dollar Cost Averaging for bitcoin?Suppose you have a significant amount of money to invest in an asset of choice and you are not sure where the market might be heading in…Apr 18, 20231Apr 18, 20231
Tim StolteinAmdax Asset ManagementThe Bitcoin Hash Rate: a Failing Investment ToolPart II: The BacktestOct 21, 2022Oct 21, 2022
Tim StolteinAmdax Asset ManagementThe Bitcoin Hash Rate: a Failing Investment ToolPart I: Wen Bottom?Oct 17, 20221Oct 17, 20221
Tim StolteinAmdax Asset ManagementBitcoin’s power-law corridor debunkedThree years ago in 2019, long-term Bitcoin price models popped up one after another. They all attempted to forecast Bitcoin prices a few…Sep 2, 202211Sep 2, 202211
Tim StolteinAmdax Asset ManagementThe Correlation ControversyPart III: Crypto CorrelationsAug 8, 2022Aug 8, 2022
Tim StolteinAmdax Asset ManagementThe Correlation ControversyPart II: The ProblemAug 5, 20221Aug 5, 20221
Tim StolteinAmdax Asset ManagementThe Correlation ControversyPart I: A Crypto Asset ClassAug 3, 2022Aug 3, 2022
Tim StolteinAmdax Asset ManagementForecasting the Bitcoin price using Holt-Winters Exponential SmoothingAn introduction of an exponential smoothing approach to forecast the Bitcoin price.Jul 6, 20221Jul 6, 20221
Tim StolteinAmdax Asset ManagementStock-to-Flow: a philosophy, not a modelEver since the Stock-to-Flow model was introduced by PlanB back in 2019, there has been quite some controversy on its validity. Those in…May 2, 20223May 2, 20223
