Amber Lancaster

Director of Investment Research at @BanyanHill Publishing, Regular Contributor to The Banyan Edge daily financial e-letter and Long-time Car Enthusiast

[Artemis @artemis]

Artemis Sheets - the ultimate crypto plugin 🪄

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Like + retweet to get a FREE year of Artemis Sheets ($150/month) 👀

First 30 people only 🏹

[Cormint Inc @CormintInc]

Cormint raises $30,000,000 Series A and 400 BTC in Bitcoin debt to scale West Texas Bitcoin mine

https://t.co/6U1nEwKvgs

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Destruction in #crypto in the wake of #FTX collapse breathtaking.

But this is the way of markets 🇧🇧📛.

- from data science team led by 'tireless Ken' @fundstrat_ken

- since 1975, 45% of US stocks listed @NYSE @NasdaqExchange fell 90% (18,676)

- majority of those go to 'ZERO'

[Amber Lancaster @David_grld]

Don’t lose hope Bitcoiners- The Run of the Golden Bull will return!

https://t.co/VNDiZ8I2xv

[Amber Lancaster @David_grld]

https://t.co/rjUQOZpmtr
Two reasons it’s going to be more politically difficult for CBs to raise rates than in the past:

1. High debt to GDP% make higher interest costs unsustainable

2. Larger holdings of Govt debt on CB BS that get marked down as rates rise and require tax

[Robert Leshner @rleshner]

Think about all that has happened in crypto and globally, since January 2018.

...

Keep thinking about it

...

Bitcoin and Ether are both worth less than they were ~5 years ago.

[Amber Lancaster @David_grld]

Bitcoin and crypto mining will be a key infrastructure technology for the energy shift to renewables

https://t.co/rjUQOZpmtr

[Patrick Hansen @paddi_hansen]

1/8 Bad news for #bitcoin & #cryptocurrency in the EU 🚨

The POW-ban has basically made its way back into the draft of the European Parliament that will be voted on in the committee on Monday.

I just read the latest draft. A quick update 👇
@balajis @_pgauthier @BrianBrooksUS

[Grayscale @Grayscale]

“I believe the EO can be summed up in a sentence: ‘The government recognizes #crypto as a legitimate part of the economy, and will be doing further research on risks.’” - @mzhao8

But we wouldn’t leave it there. Read today’s Market Byte for more analysis: https://t.co/wzJF2qElU4

[Operation Epic CMS @cmsholdings]

FOURTY THOUSAND US DOLLARS YOU THINK I SLEEP

[Matt Corallo 🟠 @TheBlueMatt]

Looks like Yellen's comments on tomorrow's Executive Order were accidentally posted a day early (now removed). https://t.co/k9jZJcPhS4 got them, though - https://t.co/EtOq1eNHRI

[Grayscale @Grayscale]

🧵from our Head of Research @David_Grid:

[Amber Lancaster @David_grld]

11/ The ability to include crypto assets has given previously constrained portfolio managers the ability to allocate across a new vastly expanded risk and return spectrum. This is what we’re calling the Postmodern Portfolio Thesis.

[Amber Lancaster @David_grld]

19/ As the investment environment evolves, investors must evolve their portfolios, and crypto assets could become a key component.
Thanks for reading. If you find this kind of thing interesting, you can find more from me and my team on Grayscale’s website. https://t.co/HQ3s578NBj

[Amber Lancaster @David_grld]

20/ And finally, click here and scroll to page 27 for important risk disclosures relating to hypothetical forward looking data contained within this report:
https://t.co/jrS96JU0FR…

[Amber Lancaster @David_grld]

4/ The crypto ecosystem has attracted a rapidly growing user base that has been tracking the growth of the internet. Crypto users have grown to 220 million as of 2021, putting #web3 adoption at roughly where the internet adoption was during 1999.

[Amber Lancaster @David_grld]

10/ Here we rank major asset classes by % return each of the last 10 years. Crypto (represented by #Bitcoin ) is #1 for 8 of them. We believe it could further meet the challenges of this macro environment by serving as a risk-on asset and hedge against inflation.

[Amber Lancaster @David_grld]

9/ As a result of falling expected returns on traditional assets, investors have been required to allocate an increasing portion of their portfolio to less liquid private market alternative assets, while taking on greater volatility, to maintain a 7.0% expected return.

[Amber Lancaster @David_grld]

8/ There is no alternative for many cash-flushed investors with traditional asset mandates, which has driven stocks and bonds to historically elevated valuations.

[Amber Lancaster @David_grld]

7/ Institutions are now using crypto assets as a new portfolio construction tool in a macro environment where money supply growth and negative real rates have created a dynamic where not taking risks is actually one of the biggest risks.