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Red flags...

Just looking at the market cap on some of these tokens in the space.  Thought it might be helpful to take a step back and think about what the market cap on some of these projects is relative to shit in the real world.

For example; DOGE is currently at a ~$32 Billion market cap.

TD Ameritrade sold to Schwab last year for $26 Billion.  

Make sense?

What red flags are you guys looking for?  Are you already de-risking the portfolio or really think things are going to go up that much more from here?

Macro Crypto Report

I wrote a crypto report giving a broad overview of what is currently taking place in the crypto and DeFi space.  

I usually write macro reports but this is the first one I have written in the crypto/DeFi space. These are just the main things I am currently seeing. I am sure there are errors in some of the things I am seeing because I am so new to the space but we adapt as we go.  

Several things as a backdrop: 1) I started doing much more extensive research in crypto/defi about a month ago. 2) All of the resources I used are free and in the spreadsheet on my previous posts. 3) I have created a DeFi portfolio allocation strategy based on a lot of my research thus far and might share it in the near future.  

Some of the logic and correlations I use are a little looser just because I didn't have the time to break them down a lot more. But I would appreciate any feedback or thoughts that you guys have. Again, I am more focused on being right than being idealistic so I am happy to change my views at any time.  

Download here: `

*not investment advice

*I am long a basket of assets in the crypto/DeFi space


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