Doc's Daily Commentary

Mind Of Mav

It’s Not Too Late To Be In Bitcoin

In fact, billionaire Mike Novogratz states that it is “almost irresponsible” to not invest at least some money into Bitcoin given its history and projected future.


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Institutional players are in the game

Ruffer Investment allocated more than 2.5% of its $20 billion portfolio into Bitcoin — The investment was “primarily a protective move for portfolios” to “act as a hedge” against “some of the risks that we see in a fragile monetary system and distorted financial markets.”

MicroStrategy purchases over $1 billion in Bitcoin — MicroStrategy is the largest independent publicly-traded business intelligence company. These purchases are for 2020 alone. The company first bought Bitcoin in August at the price of about $16,000 per Bitcoin and have already seen tremendous gains on their bet. MicroStrategy has used nearly all of their cash reserves, bought back company stock, and even borrowed money from the public market to invest in Bitcoin.

The latest rally is here to stay

Fiat currency is being stressed like never before

In fact, nearly 22% of all circulating U.S. dollars were printed in 2020 alone.

People who are buying Bitcoin do not want to sell it

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From Arcane Research & Glassnode

Bitcoin is the spearhead of digital currency

Anonymous — The creator Satoshi Nakamoto is essentially anonymous, there is no owner of Bitcoin.

Finite —There will never be more than 21 million Bitcoin.

Divisibility — The smallest unit of a Bitcoin (a Satoshi) is divisible by 8 decimal points. This allows for quadrillions of individual Satoshis to be distributed throughout the global economy.

Utility — Since Bitcoin is built using blockchain technology, every transaction can be traced. This means it is a trustless system where there is no third party required to verify a transaction.

Transportability — Can you think of any high value currency, commodity or stock that you can trade on a Saturday night? Bitcoin can be traded within minutes at any given moment.

Security — It is nearly impossible to create counterfeit Bitcoin. The very structure of the cryptocurrency rewards honest players to mine Bitcoin truthfully, while bad actors face an exponentially difficult challenge in committing fraud. Today, it would require the computing power of entire nations to try and negatively affect Bitcoin in a significant manner.

After all, time in the market beats timing the market.


The ReadySetCrypto "Three Token Pillars" Community Portfolio (V3)

Add your vote to the V3 Portfolio (Phase 3) by clicking here.

View V3 Portfolio (Phase 2) by clicking here.

View V3 Portfolio (Phase 1) by clicking here.

Read the V3 Portfolio guide by clicking here.

What is the goal of this portfolio?

The “Three Token Pillars” portfolio is democratically proportioned between the Three Pillars of the Token Economy & Interchain:

CryptoCurreny – Security Tokens (STO) – Decentralized Finance (DeFi)

With this portfolio, we will identify and take advantage of the opportunities within the Three
Pillars of ReadySetCrypto. We aim to Capitalise on the collective knowledge and experience of the RSC
community & build model portfolios containing the premier companies and projects
in the industry and manage risk allocation suitable for as many people as

The Second Phase of the RSC Community Portfolio V3 was to give us a general idea of the weightings people desire in each of the three pillars and also member’s risk tolerance. The Third Phase of the RSC Community Portfolio V3 has us closing in on a finalized portfolio allocation before we consolidated onto the highest quality projects.

Our Current Allocation As Of Phase Three:

Move Your Mouse Over Charts Below For More Information

The ReadySetCrypto "Top Ten Crypto" Community Portfolio (V4)

Add your vote to the V4 Portfolio by clicking here.

Read about building Crypto Portfolio Diversity by clicking here.

What is the goal of this portfolio? 

The “Top Ten Crypto” portfolio is a democratically proportioned portfolio balanced based on votes from members of the RSC community as to what they believe are the top 10 projects by potential.
This portfolio should be much more useful given the ever-changing market dynamics. In short, you rank the projects you believe deserve a spot in the top 10. It should represent a portfolio and rank that you believe will stand the test of time. Once we have a good cross-section, we can study and make an assessment as to where we see value and perhaps where some diamonds in the rough opportunities exist. In a perfect world, we will end up with a Pareto-style distribution that describes the largest value capture in the market.
To give an update on the position, each one listed in low to high relative risk:
SoV/money == BTC, DCR
Platforms == ETH, XTZ
Private Money == XMR / ZEC / ZEN
DeFi == MKR / SNX and stablecoins
It is the most realistic way for us to distill the entirety of what we have learned (and that includes the RSC community opinion). We have an array of articles that have gradually picked off one by one different projects, some of which end up being many thousands of words to come to this conclusion. It is not capitulation because we all remain in the market. It is simply a consolidation of quality. We seek the cream of the crop as the milk turns sour on aggregate.

Current Top 10 Rankings:



Move Your Mouse Over Charts Below For More Information

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