Health, Wealth, and Happiness |
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| "Take a stand for what's right. Raise a ruckus and make a change. You may not always be popular, but you'll be part of something larger and bigger and greater than yourself. Besides, making history is extremely cool."
- Samuel L. Jackson |
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| Howdy, investors!
- Here's a new book to add to your Amazon or Audible wishlist: The Ministry for the Future is all about how we can make meaningful global change. And crypto plays a part! Read our review below.
- The terrific Q2 results are in for our Future Winners Portfolio: even with the mixed performance for crypto over the second quarter, we are still beating the S&P 500 by an astonishing 18%.
- We also take a look into whether privacy coins are a good investment (probably not), and how to invest in tokenized real-world asset protocols (the picks and shovels of the RWA boom).
Read on! |
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| This Week in Bitcoin Market Journal Our latest crypto investing insights and ideas. |
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| The Investor's Guide to Privacy Coins: Should You Invest?
Privacy coins are like the curtains you draw to keep your home life private from prying eyes. This can be helpful for citizens living under authoritative or repressive regimes -- but they can also be used by criminals trying to cover their tracks.
So, privacy coins are great for user anonymity, but they are hated by regulators. Should you invest in these controversial coins? Our view: probably not. Here's why.
Click to get our analysis on privacy coins >> |
| Top Real-World Asset Protocols: The Guide for Crypto Investors
Real-World Asset (RWA) protocols are revolutionizing the financial landscape. Imagine tokenizing real-world assets – real estate, bonds, commodities, intellectual property, fine art, and anything else – and putting these tokens on the blockchain.
For example, you may not have the capital to buy a skyscraper in Dubai, but that skyscraper can be tokenized and sold on digital ledgers – like any other crypto token – so you can own a small percentage of the skyscraper.
The systems that run these RWAs are called real-world asset protocols: the “picks and shovels” that everyone else will use to hunt for gold. In this guide, we’ll outline the top investment opportunities for you.
Get our brand new guide to investing in top RWA protocols >> |
| The Best Non-Crypto Crypto Book I've Read
In the year 2025, India suffers a record-shattering heat wave. Temperatures soar past 132°F (50°C) in some regions. Over 20 million people die in the heat. As the power grids collapse under the strain, thousands of people desperately soak themselves in lakes and streams, where they are cooked alive.
For the first time, the world unanimously agrees that climate change is real.
This catastrophic event marks the beginning of Kim Stanley Robinson’s novel “The Ministry for the Future,” which I believe is one of the most important books of our time.
And it involves crypto.
Learn about the big crypto takeaways from this book >> |
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| Premium Power-Ups Level up your crypto investing game. |
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Future Winners Portfolio: Q2 2024 Update |
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| Our Future Winners Portfolio began three years ago, in response to our readers who wanted an all-crypto portfolio.
The portfolio began outperforming the S&P 500 in the first quarter. Today, this all-crypto portfolio has been delivering far superior results to traditional stock market investors.
In our latest results, Future Winners are beating traditional investors by 18%. In this updated brief, we'll explain the drivers behind this performance.
Premium Members can download the Q2 2024 report here, with tips on how to get started investing in this portfolio today.
Not yet a Premium member? Sign up here and get in on the action - get access to our ongoing portfolio updates, investor scorecards, VIP events, and more! |
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| Must-Reads This week's most important stories for crypto investors. |
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| 2024 Election: The Role of Crypto (Grayscale) - Ahead of the US Presidential election, the relevance of crypto assets is growing, with nearly half of voters now expecting to include crypto in their investment portfolios. This is a bullish signal for long-term crypto investors. |
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| CFTC Chair Asserts At Least 70% of Crypto Assets Are Not Securities (The Defiant) - During testimony before the U.S. Senate, Rostin Behnam, Chair of the CFTC, argued that most cryptocurrencies should be considered commodities and not securities. There is clearly a turf war between the CFTC and the SEC over who gets to enforce crypto: a decision in favor of the CFTC would probably provide a boost to crypto prices, given the widespread unpopularity of the SEC. |
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| The Time for US Stablecoin Regulation is Now (Blockworks) - The US must urgently pass stablecoin legislation to address the $150 billion global market for dollar-denominated stablecoins, claims this op-ed, ensuring consumer protection and maintaining America's leadership in financial innovation. |
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| State of the Network’s Q2 2024 Wrap-Up (Coin Metrics) - According to this analysis, there are several key areas to watch in the second half of 2024: the launch and adoption of Ethereum ETFs, the impact of Layer-2 scaling solutions on Ethereum, and the ongoing regulatory developments in major markets. We agree with these trends; worth a read. |
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Chart of the Week Layer-2 Profitability |
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| To survive over the long term, a company must be profitable. Crypto companies are no different.
While some projects might run at huge losses for multiple years -- consider Amazon in the past or OpenAI currently -- the eventual goal is to make profits for the company and its investors.
Since blockchain is so new, many companies are still in the early development phase, where profits are elusive. But that's not true for all companies.
In the Layer-2 space, we can see that the top projects deliver some profits, although those profits tend to be volatile, just like the associated tokens.
However, at least one Layer-2 has been able to maintain consistent profitability.
Despite its decline since launch, Base is the clear winner regarding profitability in the Layer-2 market sector. While this doesn't directly benefit users since there's no Base token, it could benefit Coinbase stockholders ($COIN). |
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| | | ICYMI In Case You Missed It |
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| ZK's growing ecosystem and partnerships with major DeFi protocols signal strong potential for future growth. Here's our analysis.
Beware of cards that convert your crypto to their own mystery token. Here's the straight story that no one else will tell you.
DAUs can signal great crypto investments – and warn us away from crypto projects that are all hype, with no users. |
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| Bitcoin Market Journal is a daily newsletter that makes you a better crypto investor. It's created by John Hargrave, Steve Walters, Anatol Antonovici, Matthew Du, Daniel Joel, and Preetam Kaushik.
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