Digital Assets

Published on: October 20th, 2021

Raoul bring us up to date on why he is so intensely focused on the digital asset space and why none of us can ignore it. It is literally the biggest thing that has ever happened…

Comments

  • CH
    Christian H.
    20 October 2021 @ 16:15
    In your flash update you mentioned buying ETH Dec $10k calls at $67 - when pulled up price that day on ledgerx were trading for $260 plus - did it move that fast or was I looking at the wrong call option?
    • RP
      Rick P.
      21 October 2021 @ 04:03
      LedgerX has very poor liquidity. Unfortunately those in the US can’t use Deribit. There are options on Futures on CME, but last I checked those are also illiquid.
    • JS
      Justin S.
      20 October 2021 @ 18:40
      I agree the prices on Deribit were $240 not $167 as stated - but now they're $350 so can't complain. I split allocation between Dec 21 / March 22 calls though to save some premium. Learning a lot by playing around with 1% of portfolio, actually thinking about the potential for buying some puts when the party ends, so worth it. It's been a ridiculous journey so far! All good.
    • RP
      Raoul P. | Founder
      20 October 2021 @ 18:37
      Im using Deribit. Not sure what the underlying is on Ledger X in terms of number of contracts etc.
    • OM
      Oliver M.
      20 October 2021 @ 16:31
      No idea what you were looking at but Raoul is using Deribit which has much better pricing.
  • JV
    Jay V.
    20 October 2021 @ 16:28
    it would be helpful to express the trades for the less sophisticated alternatives in local exchanges. I went with the underlying ETH and BTC , DOT, and other alts, and I also GBTC, ETHE, and used margin on other stock to buy more, all within a risk managed allocation ( Aggressive). I thought about buying MSTR options but they seemed expensive. Thoughts?
  • JE
    Jonathan E.
    20 October 2021 @ 16:52
    I am now 50% reduced on my irresponsibly long position due to a possible Tether implosion and impact on the wider crypto market. I really don't know so decided one foot in one out was the best approach. Appreciate any thoughts on this.
  • NJ
    NB J.
    20 October 2021 @ 17:04
    Thank you Raoul, great insights as always. Interesting to see Hive Blockchain (Ethereum miner) making big moves over the last few days - another sign of the markets appetite for Eth. Let's see how it unfolds - I have a feeling it will be historic!
  • AS
    Aaron S.
    21 October 2021 @ 00:47
    Raoul the cherry on top of this whole run for me would be scaling out thoughtfully when the time is near. I understand there are no certainties here but I have been really curious how you think this through. Are you planning on holding permanenlty or is there a poi t you take profits? I am currenty trying o deveop a plan around this
  • LM
    Lukas M.
    21 October 2021 @ 09:25
    Hi guys ! Why are we so sure that Ethereum will break demand ATH. After all it is now competing with other chains. Even if 2.0 migration goes well (which is not sure) people will be deep into other chains in 6 months. Thoughts ?
    • JW
      JW2 W.
      21 October 2021 @ 12:50
      Institutional demand imo + ETH 2.0. According to the September edition of CryptoCompare’s Digital Asset Management Review, Ethereum-based products reached their highest market share of assets under management last month.
  • MG
    Miguel G.
    21 October 2021 @ 10:43
    Hi Raoul, If your crypto theme plays out do you have a rough guesstimate on a potential profit target for $SOL? You thinking it could go to 1k plus a coin?
  • GW
    Gerben W.
    21 October 2021 @ 15:07
    Hi Raoul, thanks for this insight. But... $380,000.- / 8 = $47,500.- did you write this 20 days ago or am i missing something? If so why did you wait to publish? I understand that it doesn't change much fundamentally but i'm just curious...
    • LO
      Leonard O.
      22 October 2021 @ 09:05
      You are likely correct - he wrote it for GMI which got the release first. RV Pro users will have to wait
  • MP
    Matt P.
    21 October 2021 @ 23:36
    Has anyone been able to recreate the ETH/BTC Custom Index (CIX) in Bloomberg? Would love to add that to my daily tracking but can't seem to get it to work.
  • JL
    John L.
    31 October 2021 @ 12:57
    @Raoul Thanks for this - it was great. What I'm struggling with at the moment is what I will do with my money when our targets are hit. If ETH hits 40k in Q1, what will you do? Sell for fiat? Or hodl forever and weather a potential 75% decline?
  • YL
    Yves L.
    31 October 2021 @ 14:20
    Any thoughts on the best coins to play meta explosion post Facebook renaming exercize? The largest ones - AXS, SAND, MANA - are all up by up to 3x but is this sustainable and which one is likelier to win?