Global liquidity keeps growing and is likely to continue through 2025. US equities are looking ahead by 6-9 months into rate cuts, easing, and other stimulus ahead of the US presidential election this fall. Looks like the Bitcoin ETF was a buy the rumor, sell the news event. That along with some Greyscale selling has created a great opportunity for tradfi newcomers. I think that was the last major dip prior to moving higher into the halvening in April. There is so much going on in crypto and tech right now that can only mean one thing - crypto spring is here ahead of crypto summer that will likely kick off in May/June. This month is going to be very interesting with a likely resurgence of the Metaverse narrative with the release of Appleβs Vision Pro on Friday, Blast chain ETH unlock, and positioning into ETH ahead of ETF approval speculation.
My top investment ideas are CloneX, RTFKT Animus Egg, RTFKT MNLTH X, Otherside Koda, Otherside, Mutant Ape Yacht Club, Trademark, Checks, Opepen, Doodles, Ethereum, Chainlink, Solana, Blur, Centrifuge, Bitcoin, and ARKK.
RTFKT announced Project Animus will launches in February.
Otherside and the Board Ape Yacht Club ecosystem could have a big month with a 10k avatar event in the Otherside as well as a likely launch of a new digital collectible marketplace on Magic Eden.
The next investment idea will be out soon. If you havenβt already, please upgrade your subscription now to receive it when it is published.
To the moon and beyond,
Andrew
Disclaimer
The content of this letter is for informational and entertainment purposes, and should not be construed as personal investment advice.