I've been steadily adding to my ETH position since this post. Added again this morning at 3380 and tossing it in an interest-bearing account for the time being, with the rest of my ETH. My TP is high.

Ethereum Trading

Nice find! The recent discussion of expensive carbon capture projects by majors makes me wonder 1) if there is a remotely reasonable method to price carbon per tonne by platforming off capex and 2) if we will one day see these large firms with ...

Carbon Trading (carbon permits/credits/crypto_tokens!)

A few recent observations, which I want to keep note of in this journal: The q/q Advanced GDP Price Index released last Thursday came in significantly above estimates, at 4.1%, and was largely overshadowed by the GDP number in terms of financial ...

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

As I spend more time thinking on this, a variation of this outcome is seeming to be more likely than the (~25%) chance I initially gave it. It would seem to me that we are likely to see a confluence of downward pressures on stocks owing to: 1) ...

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

Excellent piece I read this weekend examining changes in term premiums of USTs here: Increasingly fragile equilibrium

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

I haven't given Cardano any real attention on account of it's obnoxious community. In the past month or so it seems crypto-pump twitter users and D-list news sites have been pumping the shit out of Cardano (#to the moon). Maybe they ...

$100K USD / year passive cryptocurrency income

Ah good points, these make sense. They sound relatively straightforward to control - at least in the case of impermanent loss (just don't withdraw, right? ) and the scamming/phishing. I'm still working to grasp ETH 2.0 but what I am seeing ...

$100K USD / year passive cryptocurrency income

Factor 3: The market has priced in too-much post-covid-normalcy and while some parts of the globe may return to pre-covid economic behavior, many don't recover nearly as fast or at all.. causing supply-chain and international trade/growth havoc. ...

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

Anybody is welcome to join!!

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

In the meantime, I'm going to take aim at my strategy and the logic involved in an attempt to totally blow it apart. I'll either come out of this with a better sense of the risks involved, or very confused. The way I see it there are two factors ...

Yieldjunkie's Short-term Sentiment: Indices, Macro Risk Env

Great thread - I'm interested in following how this plays out. As far as I can tell the risks involved here are fairly limited relative to payout, but I may be totally wrong on this. I see the risk limited to: 1) crypto longevity/security, 2) the ...

$100K USD / year passive cryptocurrency income