Welcome to Crypto Realist, a value investor's view on crypto!

Welcome to Crypto Realist, a slice of the web that attempts to be sane among the insanity of cryptocurrency investing!

I've been following cryptocurrencies for a couple years, and I have finally decided to begin a small blog about them. Why might you ask when it seems everyone and their mother already talks about them? In my crypto journey, I have yet to see very many value based investing sources. The majority of posts I find online are some blend of pump&dump, gambling, "lambos", or straight insanity.

About Me:

I've worked in the investments world for about the last ten years at major investment managers. I have a background in technology, working on software for investing. I have worked on systems that manage trillions of dollars of client money in equity, fixed income, and derivative markets, and over time, I have gained a valuable level of knowledge on investing that mixes well with my technology background.

What is this blog about?

I will be beginning by exploring a different crypto currency each week, discussing their technological implementations, comparing them to some sort of business or asset that existed prior to crypto, and attempting to value them at some sort of sane level that doesn't include the term "lambo" as part of the valuation.

What made me decide to create this blog?

I have spent a large amount of time reading white papers, browsing forums, reading articles, and watching videos to understand different perspectives on crypto. I have yet to see a value investing focused style to crypto as much of the insanity is overshadowing classic investing models. However, while crypto is definitely a new type of asset, I do not believe it cannot also be invested in intelligently.

What makes me qualified to do this?

Nothing! In fact, I will always put a disclaimer that none of my opinions are investing advice. You should always do your own due diligence before investing. That said, I have spent a large amount of time working in the investment management space on the "buy side", and I believe I have a unique perspective when it comes to crypto that is a mix of both technical and investment knowledge.

Most of the people I see commenting on crypto have very little background in traditional investing and are instead likely to just be technologically savvy folks or speculators. There is nothing wrong with either of those two types of commentators, but I believe a more grounded investing opinion is worthwhile.

What investment strategies do I follow?

I am at heart a student of Benjamin Graham. I truly believe everyone that invests in anything should read "The Intelligent Investor". I believe in non-hype based, sensible investing that doesn't require a super computer to calculate. I don't believe large, complex, and confusing terms make you smarter, nor do I believe that watching buy and sell orders on a screen can give you a magic pattern to predict what will happen tomorrow. If you are a believer in technical analysis, you will not enjoy my posts and likely should just move along, and I believe the majority of crypto "investors" that aren't speculators are just technical analysts.

I believe in Austrian economics, and I generally follow free market, classical liberal viewpoints. I invest where I believe there is money to be made, and I do not necessarily have some sort of desire to further a cause or goal.

What can you expect out of this blog?

I will weekly update on a variety of topics including cryptocurrencies, trends in the market, possible areas to research, economic models, and what areas I believe are worthwhile from a fundamental aspect. All discussed topics are purely for information purposes, and none of this is investing advice.

In conclusion, thanks for reading, and I look forward to discussing crypto with everyone from a realistic viewpoint!