Following Part 1 Gathering Thoughts on The Crypto Gathering (see here)
@John Ahearn @Seahyung Park @Jeremiah S @Weston Nakamura wrap up Crypto Gathering ‘21 with:
•Irresponsibly Long/Short: Debate on replicating the traditional active asset management & hedge fund industry model → crypto assets
•Irresponsible Outlooks: What will be on the Crypto Gathering 2022 agenda? (1 year forward looking predictions, risks and opportunities)
•Revelations of being Responsibly Allocated (or not)
(Regarding crypto active fund management strategies, see RV Interview from Jan 21 2021 with Anatoly Crachilov, CEO of Nickel Digital Asset Management and @Moritz Seibert of Two Quants discuss BTC futures vs swaps, arb strategies and more - see video here)
As I keep mentioning in the videos + posts on the Exchange as well as the Crypto Gathering Slack channels, I am looking at this event through the year over year lens, comparing CG’ 20 → ‘21.
Incredible progression in the space during the 9 months since CG at end of June ‘20 - at the time spot BTC was $9130 struggling to break $10k resistance, which happened a month later, BTC is 5x, ETH is 6x from Gathering to Gathering.
I finally finished watching all the crypto gathering content and then all the video content on the exchange involving the crypto gathering
Then had a great chat with @Jeremiah S we started down the staking rabbit hole searching for the highest safest yield
the crypto space is amazing but I think it's still a rather complicated game to try and find appropriate portfolio diversification for those among us who are irresponsibly long
As always I'm left with more questions than answers I'd love to see more crypto video content on the exchange but I'm just a sucker for any audio content I can find It also makes me feel like I'm part of the conversation
I'm trying to come up with a better crypto portfolio currently that last session on day three killed me rethinking my whole crypto portfolio now