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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!

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Manage episode 311249725 series 3097555
内容由WYFT-What’s Your Focus Today?提供。所有播客内容(包括剧集、图形和播客描述)均由 WYFT-What’s Your Focus Today? 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

===>>> 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

  continue reading

21集单集

Artwork
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Manage episode 311249725 series 3097555
内容由WYFT-What’s Your Focus Today?提供。所有播客内容(包括剧集、图形和播客描述)均由 WYFT-What’s Your Focus Today? 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

===>>> 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

  continue reading

21集单集

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