Greg Cipolaro

I love technology, finance, behavioral economics, and childhood nostalgia.

[NYDIG @NYDIG]

We are excited to share Bitcoin Net Zero, a report co-authored by NYDIG's Ross Stevens and @CastleIslandVC's @nic_carter. The report provides substantive insights on #Bitcoin’s carbon footprint and contextualizes Bitcoin mining's electricity consumption: https://t.co/fKCh6ZQUoB

[Greg Cipolaro @GregCipolaro]

This should increase the propensity to consume (spend) or result in a shift in investment in riskier assets (increased duration, lower credit, riskier asset classes like stocks, real estate, etc).

[Greg Cipolaro @GregCipolaro]

The Fed's "zero rates until 2022" stance should have a couple of effects:

[Greg Cipolaro @GregCipolaro]

2) Real rates should stay lower (negative) longer. Low risk/yield assets, like cash and cash-like investments, will have trouble maintaining purchasing power. https://t.co/21uwaOKMJb

[Greg Cipolaro @GregCipolaro]

All analysis done using iShares S&P ETFs for Size and Style (Value/Core/Growth). Invesco ETFs used for unique factor analysis. SSGA SPDR S&P sector ETFs used for sector analysis.

[Greg Cipolaro @GregCipolaro]

Scratched an itch (that became something bigger). I decided to look at style, size, and factor performance over a couple of different time frames: since the peak of the last cycle, trough of the last cycle, YTD 2020 until the market peak, the drawdown, and since the low.

[Greg Cipolaro @GregCipolaro]

TL;DR: Engrained out/under performance trends prior to the market sell-off seem to hold during the drawdown and also since the low. Consider me as surprised because I thought some of the gap over the years would've closed, not widened during an event like we've gone though.

[Greg Cipolaro @GregCipolaro]

@Kevin_Kelly_II @Delphi_Digital No problem. Can't tell you how many hours I've spent reconciling indicators drawn on Bloomberg, TradingView, Yahoo Finance, etc. They would all be different for me.

[Greg Cipolaro @GregCipolaro]

It me: negative real rates, not inflation.

https://t.co/iAbY99hxmL

[Greg Cipolaro @GregCipolaro]

@cburniske If we’re going to embrace the retrowave ethos of the industry:

[Greg Cipolaro @GregCipolaro]

Polio was absolutely terrifying. https://t.co/Lxdr60ePkI