Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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"If you are an investor, or a trader, do not worry about the death of the dollar. It’s always imminent. It’s totally irrelevant to any investment process. The external value of the dollar and its usage in global transactions is incredibly stable. You can take a cyclical view on the USD (bullish or bearish) but taking a structurally bearish view has not been and will not be the way to optimize your portfolio or your framework for decision making.

Make a distinction between A) the gradual erosion of fiat in favor of harder assets like BTC, gold, and real estate, and B) the hysteria around the end of the dollar or dedollarization. The first one is happening, the second one probably will not happen in my lifetime or my kids’ lifetimes. The gradual erosion of fiat due to loose policy required to fund large deficits is a thing. Dedollarization is not."

https://www.spectramarkets.com/amfx/dedollarization-is-not-a-thing/

#reads
"Fundamental investors will likely rely on their memories to make probability judgments, matching prospective investments to similar ones that worked in the past. And they are more likely to project the recent returns and correlations of different asset classes to remain constant. Quantitative investors, in contrast, will draw on a fuller probability distribution and, ideally, be able to make more accurate probability assessments that are not as biased by recent experience and human memory."

interesting short read on memory and probability judgements

https://mailchi.mp/verdadcap/memory-and-probability?e=b838bc224f

#reads
Forwarded from Watcher Guru
JUST IN: Visa says they have an "ambitious crypto product roadmap."

@WatcherGuru
2023 - performance and UX
2024 - decentralisation (aka token)

https://starkware.medium.com/starknet-goals-and-roadmap-for-2023-fe7b89eead3b
proto-danksharding narrative

to trade this narrative, look towards eth L2s that utilize rollups

https://twitter.com/ThorHartvigsen/status/1651222915822632961?s=20