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This week, Circle’s IPO reignited enthusiasm across capital markets, bringing renewed attention to stablecoins and their strategic role in the financial ecosystem. As part of my advisory work, I had the opportunity to speak with several asset managers and venture capital firms about how they perceive the current landscape and... [Read More]

Views are my own [Read More]

Views are my own [Read More]

Many group chats have become quiet lately, barely reaching 100+ messages daily. While I’m not pessimistic short-term and see opportunity in the March-May window, my strategy is: buy heavily on large dips, avoid small/gradual dips, DCA during post-dip sideways consolidation with low volume, add positions on upward breakouts, and stop-loss... [Read More]

I always take myself as a crypto investor. However, in recent 2 years I found myself investing more in AI than crypto. I have been thinking what’s the reason and why it happened inadvertently. For sure the appearance of large language model attracted attentions from everyone and also the recent... [Read More]