Trading Pub – 18 Jul 24

00:20: The MASA subnet.
06:09: The HODL model.
11:45: Grayscale Bitcoin Trust performance.
13:00: Charting Bitcoin ETF holdings in BTC terms rather than USD to remove price influence and better track accumulation.
16:31: Briefly reviewing the Rodel ratio but seeing it is in a neutral range.
17:32: Grayscale recently launched an AI fund but Bittensor allocation is currently low.
21:08: Looking at LivePeer on CoinGecko and comments on its chart and token metrics like max supply.
23:28: LivePeer is an ERC20 token so it can be easily bought, and looks up its holders on Etherscan.
26:00: Kaspa analysis and comments on its rocketing hash rate.
27:25: Kaspa’s HODL waves.
30:04: Issues with Kaspa fractal model and considering rebuilding it from the ground up.
40:16: Possible sidestep in Kaspa.
01:00:28: Potential price movements for Kaspa based on fractal cycles and power law analysis, predicting a move up to 30-50 cents.
01:05:15: Technical analysis of Tao price showing it has bottomed out and bounced off a support level, looking bullish in the near term.
01:17:17: Identifying Livepeer as an area for further research due to its low market cap and investment from Grayscale.
01:27:05: Advice to open accounts with exchanges like Uphold in readiness for transferring funds into crypto next year.
01:30:00: Mistake made in transferring funds due to not double checking details and clicking too fast.
01:36:22: Discussion of off ramp options like Uphold, Strike and trying KuCoin or Binance.
01:36:45: Discussion of moving between validators.
01:41:37: Sites to track Tao staking yields.
01:46:01: Upcoming major company earnings reports in late July are identified as potential market movers.
01:47:23: Advise against trying to sidestep Tao gains for now given risk/reward.
01:50:07: Criteria for potentially sidestepping Kaspa.
01:53:11: Importance and insights of author Jim Rickards are highlighted.