Off The Charts discussion (on Bitcoin) with Off The Chain Capital's Brian Estes (CIO & Managing Member) - meet the "Warren Buffet" of crypto investing, and get with the program NOW!
Manage episode 311249725 series 3097555
===>>> HODLERS, Unite!! <===
How to get away from this with any other feeling, now that's a mystery to me.
After attending a presentation from Brian a few weeks ago, I had to get him on my show. And Woaw! - did he not disappoint. In typical deep value style, he lays out exactly where we come from, where we are, and where we're going with Bitcoin, and why (disclosure: it's going UP!). An asset manager in the crypto space, I would call their strategy more like "event driven value", but I'm splitting hairs. Bottom line: if you're a HODLer or looking to be(come) one, looking to add some active management (AKA alpha) in the mix, look no further and check out these boys.
In a nutshell:
- Off the Chain Capital, LLC uses traditional Graham/Dodd analysis to capture value in blockchain assets
- They use S-Curve analysis and extensive research to uncover opportunities in illiquid securities
- Their strategy is focused on secondary alternatives in blockchain-based assets
In this episode, we talk about:
- Concepts like value, conservative, Graham & Dodd, Buffet, etc.;
- You make money when you buy, not when you sell;
- Mt. Gox bankruptcy claims (aka cents on the dollar...);
- Similarities with the DNS network / effect;
- BTC halving (May 2020);
- BTC price predictions: $100K by late '21 // $1M by late '25;
- Don't time the market, it's time IN the market;
- Opportunity cost of missing out of just a few best days (you have no idea...!);
- Ideal allocation to BTC for a larger portfolio;
Enjoy this episode, share lavishly, and give me a great rating and/or review on any platform of your choice.
Check out also my other conversations with key industry players:
- https://bit.ly/Iwantmyccwnow
- http://bit.ly/IwantmyEVENnow
- http://bit.ly/Iwantmyngravenow
- http://bit.ly/Iwantmycelsiusnow
- http://bit.ly/Iwantmypeponow
- http://bit.ly/Iwantmywerbachnow
- http://bit.ly/Iwantmymillonow
- http://bit.ly/Iwantmycrypto101
- http://bit.ly/Iwantmyfunformulanow
--- Support this podcast: https://podcasters.spotify.com/pod/show/WYFT/support
21 odcinków