Despite its detractors, who focus on its volatility and usage in illicit activities, the revolutionary potential of blockchain technology and cryptocurrencies should not be overlooked. They are catalyzing a long-overdue shakeup in our outdated and centralized financial systems, forcing us to redefine how we view, value, and transact wealth in a digital era.

Cryptocurrencies don't just offer an alternative form of 'money'. They open the door to decentralized finance (DeFi), enabling anyone, anywhere, with an internet connection to participate in the global economy. This democratization of finance has the potential to reduce income inequality, empower the unbanked and underbanked, and foster financial inclusion in regions where traditional banking systems have failed.

Moreover, the blockchain technology that underlies cryptocurrencies can transform industries beyond finance. From supply chain management to voting systems, the possibilities are boundless, pushing us towards a more transparent, efficient, and equitable digital society.

Of course, this is not to discount the significant challenges that cryptocurrencies face. Issues related to security, regulatory oversight, and environmental impact must be addressed. The wild price swings and speculative nature of the crypto market also underline the need for greater investor protection and education.

But let's not let these challenges blind us to the revolutionary potential that cryptocurrencies hold. They force us to rethink the status quo, and that in itself is valuable. As we move further into the digital era, we must engage with and shape these new technologies rather than dismiss or fear them. Cryptocurrencies aren't the endgame; they're the catalyst for a broader conversation about what our digital future should look like. And that's a conversation we desperately need to have.

Cryptocurrency, for all its volatility, complexity, and negative press, is not just a fleeting trend or an economic sideshow. It's a revolution in the world of finance that challenges our preconceived notions of money and our dependency on traditional banking systems.  Whether we asked for it or not, it's here, reshaping the way we think about and interact with money.


Cryptocurrency is the Digital Revolution We Never Asked For But Desperately Need

### The crypto market is well known for its volatility.  But, lately the volatility seems to have taken a vacation.  During the few times that the volatility dies down, it may be good to pay attention.  

It's often said that there are many opportunities in the market for those that behave like 'contrarians':  i.e. the folks that buy during market 'capitulation' and sell into the extreme hype and high prices.

So now that there is so little volatility that its hard to even care about crypto, we think its worth a shot in paying some extra attention.  

We recently checked out a good way to measure volatility.  

There is a beta index, a "crypto volatility index" that can be found at [https://cvi.finance/](link)

As far as we are able to look back at the beta cvi, we can't see any other time that the volatility is as low as it is today.  

We are keeping our eyes peeled and looking for opportunities in crypto, specially now that there is little reason for people to pay attention.  

Check back here as we share what we find out. 





The crypto market is well known for its volatility.  But, lately the volatility seems to have taken a vacation.  During the few times that the volatility dies down, it may be good to pay attention.  


Crypto is being boring

The US SEC has just approved a number of bitcoin ETFs. Over the next trading days, we will see the beginning of corporations and institutions buying bitcoin. We believe that there will another level of FOMO (fear of missing out). 

Corporations exist in an environment of competition. Corporations and its stakeholders are incentivized to beat the competition. It is because of this game theory environment that we believe corporations are just as vulnerable to FOMO as individuals. Corporations will FOMO into bitcoin, and it is noteworthy because of the timing.

We believe that bitcoin is about to enter another phase of parabolic price increases due to the programmed “halving” of additional bitcoin to be supplied by the network.  In other words, the supply of bitcoin is about to be cut in half. This reduction in supply was already programmed and scheduled as it happens, roughly every four years. It has nothing to do with a bitcoin ETF. What a bitcoin ETF does is it brings in a lot of institutional demand to buy bitcoin. This makes us anticipate an extremely large increase in demand right as there will be a huge decrease in the supply of bitcoin.

Because bitcoin’s price is on an upward trajectory, the corporations that buy bitcoin ahead of the others will have a short term advantage and enjoy significant appreciation in the bitcoin that they purchase.  The corporations that purchase bitcoin later, will see diminished gains in comparison with the corporations that purchased earlier – this will cause a possible attempt to front-run each other.   

Another significance of institutional and corporate FOMO is mainly in the size and volume of the assets that they typically purchase. An institutional or corporate treasury purchases in much larger quantities than individuals.  Thus the new market participants could eclipse the current market participants in terms of the volume of buying and selling. The limiting feature though on institutional purchasing is that insitutionals and corporations are limited by their internal risk controls.  Some risky individual may decide to go “all-in” on bitcoin but it is unlikely that corporate or institutional treasuries will do anything of the sort.

Further, ETF providers will most likely advise their clients that bitcoin is high risk and thus, their allotmets should only be small, relative to their other assets.

Based on the above, we think the BTC price this 2024 and 2025 will rise significantly. 



Corporations and Institutions are incentivized to compete with each other and be first in adding bitcoin to their portfolios.  The bitcoin halving will cut supply in half.  With massive demand coming and a supply cut as well, the price of bitcoin is set to increase significantly over the next year. 