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May 27, 2021Liked by Frank Corva

Not that I don’t love the macro stuff - I do. But I’m not sure people are balancing things out there especially in Twitter land. Raoul Paul is like the sun in some ways. Needed for life on planet crypto maybe, but I’ll go blind if I stare at the sun, etc. Need more immediate concerns addressed beyond to what extent the market will survive.

One thing I like about Sheldon on Crypto Banter is that he is focused completely on maximizing financial gain while trying to keep leverage at a low. HODL isn’t for the desperate, and influencers such as himself are trying to cater (I think as responsibly as we could hope for) to the desperate. I am personally annoyed with the format of that show at times (I hate the entertainment aspect of it), but anyway. The crypto Twitter space looks very different to me - a lot of high-handed stuff and degen stuff - not a lot in between. Gotta quit being amazed by the forest and focus on that tree I’m about to walk into.

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Haha. Watch out for those trees. Admittedly, I've had to take a little break from Crypto Banter. Too much feeling like I'm the product when I watch that show. Great points about Twitter, as well. I think I try to bring a bit of a middle-of-the-road perspective to the space because I am tired of hearing things like "Have fun staying poor" or "Not gonna make it" and/or the high-handed stuff you mentioned. The rhetoric in the space is strange.

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May 27, 2021Liked by Frank Corva

Yeah - you’re doing good stuff. My biggest worry for myself and others is just that we have the right tools and resources to help reduce the most obvious pitfalls/risk. I actually spend a lot of time trying to figure out the mechanics of trading and I can see that I am very much treading water. I think investing in crypto is extremely risky considering emotions and people having to make pretty big decisions without much to go on resource-wise. Yeah - wish Ran would just turn the show over to the three TA guys on Crypto Banter - just chart. I’m not a proponent of the ‘forget the charts’ sentiment I see out there at times. I think it’s relatively easy to understand macro ideas and deal with that, but much harder to use micro like TA based on the daily or four-hour charts (forget about shorter time frames, way too hard). In my opinion, people should make every effort to learn TA at what ever degree that they can. I’m also reading Ched’s book shilled by Ran. Not a bad read for 10 bucks - short and to the point. Personally, I can see that I need to invest much more in infrastructure. A lot more money should be spent on resources. That said, I will make a donation to your newsletter - sorry I haven’t done so yet.

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May 27, 2021Liked by Frank Corva

Thanks Frank - Kool stuff. The anti-fragile nature of crypto shifts risk to the people who hold it, as described or implied above. Holding crypto has a lot of risk - just happens to be worth it. But, I think everyone overestimates their ability to handle risk, including myself. It can cause a lot of unhealthy stress. Hopefully, there will be more focus from crypto influencers on risk management -I think Lark Davis has done well in his daily briefings to remind people to de-leverage to a point where they can handle the stress while still being (realistically) optimistic.

People need to focus on the little picture more. There’s a lot of big thoughts out there on world disruption. Though, I imagine somewhere close to 99% of people in crypto are first trying to deal with their personal financial issues first as an immediate issue.

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Hands down your best comment yet, John! A few points worth repeating:

-Many people overestimate their ability to handle risk. I can relate. I was slightly overexposed during this last correction. Very stressful. Agreed that Lark has been good with this

-You are right about focusing on the little picture. People are often told to "zoom out" when sometimes, it might be better to zoom in if your investment is causing you too much stress

-Re: world disruption. I worry that the U.S. gov't will try to do a rug pull on crypto at large, which could lead to greater personal finance issues for a number of people invested

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