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Premium Investor Report #260

Lark Davis October 12, 2023
2 Comments
Premium Investor Report #260

GM friends. 

Last week, the World’s most influential man invited Worldcoin’s co-founder onto his podcast, but used the time to brag on bitcoin instead! I love it. 

Pour your morning cup because this is your mid-week crypto update.  ☕️📰

Here's what's in today's issue:

  • David & Sam share their thoughts on Joe Rogan and Sam Altman talking up bitcoin, 3 large European banks possibly launching crypto services, bitcoin smart contracts, U.S. treasury yields via sFRAX, the Stars Arena hack, Thorswap pausing, private transactions on Solana, tokenized T-bills on Base & UK won’t copy MiCA.
  • This Week On Chain.
  • Rekt Capital has the latest technical analysis for you on the market. 
  • This week’s trending coins by Rebecca
  • Erik has a report for you on Ethereum futures ETFs: the institutions' gateway to Ethereum.
  • Defi Dad has a tutorial for you on how to ape smart with KyberAI.
  • Jesse has a ton of hot new airdrops for you.

For any crypto related questions please comment on the website. 

Thanks to Phemex for sponsoring today’s newsletter.

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Responses

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  1. oemaildogui October 13, 2023

    Hello everyone! Just upgraded to premium, still kinda lost, but enjoying it a lot
    I’m trying to find more info on the Gaming Hype Cycle, as described on Lark’s Portfolio. Is there a content available on Gaming Cycle?
    Thanks!

    1. Lark Davis October 15, 2023

      Thanks for the message. I haven’t made any particular content on the gaming cycle. But essentially it boils down to this. Right now gaming is a bad bear market. Many assets had bad token designs. Many games failed to deliver. But increasingly we are seeing web2 gaming companies and gaming influencers pay attention to crypto gaming as the games and incentives get better. Look at Illuvium, Off the grid, Sage Labs, Big time, and Gala games to see what some of the big games are doing these days. There are lots of others, not all will make it. The time will come again (likely, not financial advice) when gaming assets go crazy and every is talking about gaming again. That would be the time I am looking to sell.