17 Comments
Jun 13, 2022Liked by Quoth the Raven

Funny 20 + years ago I had the conversation with my mentor. Me”you just don’t understand the dot come boom.” His response “the majority of these companies won’t be around in 3 years.”

Now my son tells me , Dad, “you just don’t understand crypto.” I think back to my mentor and laugh.

Expand full comment
Jun 13, 2022Liked by Quoth the Raven

It was so obvious, where has common sense gone?

Expand full comment

Common sense is not too common.

Expand full comment
Jun 13, 2022·edited Jun 13, 2022Liked by Quoth the Raven

My guess is that Mashinsky will be charged with selling securities without proper registration.

Expand full comment
Jun 13, 2022Liked by Quoth the Raven

1) Crypto is right for a culling, I.e. the auto industry in 1910. It just takes a nudge. That said, btc fundamentals are intact for the long term, though price is riding the roller coaster.

2) There is a lot of invisible blood in the water as institutions start to draft their 2d quarter reports.

Expand full comment
Jun 13, 2022Liked by Quoth the Raven

Hey man, idk how else to contact you but awesome space last night! You need to have Magoo on your podcast one day. Despite your difference of opinions in crypto, you guys have a lot of commonalities in world views and the dude knows his sh*t. It would sincerely make the world's worst podcast that much... worse?? Idfk, but I love them!

Peeeeace!

Expand full comment
Jun 13, 2022·edited Jun 13, 2022Liked by Quoth the Raven

Pulled mine from the Australian SWYFTX about a month ago because I figured they'd soon have some liquidity problems. Though it was another coin rather than BTC.

Speaking of SWYFTX, they wanted to call me after I set up the account and I figured they just wanted to check out that I was who I said that I was. But no they wanted to know everything about everything. So I told them to go to hell. And they told me that I wouldn't be able to transfer to any wallet that I might have for my dissidence, only to my bank account. So I was hoping my coin would go up so that I could hurt them. It did but I was too slow getting it out and now it's down. Anyway they don't need my help now. They'll be gone soon enough.

Expand full comment

I think all the crypto millionaires ( half millionaires now? ) out there have absolutely no idea what to do right now. I'm guessing their still telling themselves that Hodling always pays off, and that 75% corrections are normal.

When they get washed out and swear off crypto for good, then it could be an interesting speculation again. That still feels like it's a ways off though.

Expand full comment

plenty of Lambos for sale soon

Expand full comment

I have exactly .0003 of my portfolio allocated to crypto. Just so I can observe the total destruction of the Ponzi scheme in real time and laugh. Cash has a sweet smell right now, despite inflation. Gold smelling even sweeter.

I suppose one has to (grudgingly) admire the “kids” who got in early, made millions, and cashed out.

Expand full comment

For anyone interested in how these altcoins generate their “yield”, Allen Farrington wrote a great piece

https://www.uncerto.com/only-the-strong-survive

Expand full comment

what a joke, responsibility to preserve value for clients? If you can't withdraw your money, how responsible is that? Sounds like someone is a little over leveraged.

Expand full comment

Clients are those who just got paid. Those wiring money to them are sheep to be slaughtered.

Expand full comment

Just wow....

Expand full comment

Dammit. I just wanted to buy some bitcoins. I guess, I am bit late to this game....

Expand full comment

You can always buy the dip.

Expand full comment