3-Circle Investments

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Upgrade your crypto portfolio with a tightening Fed.

3circleinvestments.substack.com

Upgrade your crypto portfolio with a tightening Fed.

Craig Shapiro
Jan 7, 2022
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Share this post

Upgrade your crypto portfolio with a tightening Fed.

3circleinvestments.substack.com

Shitcoins are just decentralized high multiple, early stage “tech” stocks. In era of tightening financial conditions and “earnings” multiple destruction that is coming from a Fed seeking to prevent inflation expectations from becoming further unanchored, Shitcoin valuations should get crushed. Time to hi grade crypto portfolios and buy those that can grow into “multiple” over time.

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Upgrade your crypto portfolio with a tightening Fed.

3circleinvestments.substack.com
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