Key Events for Crypto Investors
Summary
Existing crypto investing literature focuses on either HODLing or technical analysis.
The crypto event-driven opportunity set has been largely ignored.
This note offers an event-driven perspective on crypto investing.
I highlight four key crypto-specific events to focus on.
Existing crypto (COIN) investing literature tends to focus on either finding the “intrinsic” value of Bitcoin (BTC-USD) and other cryptocurrencies using network-based models (Metcalfe’s Law, NVT ratio etc) or technical analysis to profit off short-term fluctuations.
This note is intended to offer a new perspective on Bitcoin investing by identifying event-driven strategies to take advantage of crypto-specific short-medium term dislocations in the price discovery process.
Key events I believe crypto event-driven investors should look out for include – 1) Flow events, 2) Forks, 3) Bitcoin-altcoin cycles, and 4) Credit decoupling events.
Great article by JP Research over at Seeking Alpha
Full Link Below
https://seekingalpha.com/article/4203987-event-driven-crypto-bitcoin-playbook