I am an Autistic Crypto Fund Manager - Ask me Anything

Hey there biz,

I know you guys haven't had the best of luck with *ahem* crypto fund managers, so just treat me as a LARPer if you want. I trust the quality of my information will speak for itself after all.

For a bit of background, I am a 34 year old Boomer, and blockchain evangelist, and a diagnosed autist with a background working for a major wealth management firm in NYC as a stock and eventually commodities analyst.

I was an early buyer of the Ethereum ICO and eventually, I left my company in mid-late 2016 to start my own crypto fund for some private clients I'd met through work. At the present, I have grown it a respectable mid 9 figs AUM with a modest starting sum, although the details will not be disclosed for fear of doxing.

To date, I can proudly say few have as much knowledge of the scene as we do, and our portfolio included some of the best-performing picks since Ethereum's ICO. We also successfully hedged against the bear market with futures to largely preserve our portfolio's satoshi value.

I've been around here for a few years, and I'm closing shop at the office right now.

Jow Forums is where I started learning about crypto all those years ago, so I thought I'd give back a little.

Anyway, ask me anything about crypto.

P.S, because I expect these questions:

1) We are 50% BTC 20% Ethereum with a fraction of that 3x leveraged on BTC, and that number was as low as 20% BTC last year. Our biggest gainers were altcoins in ICO private placements and VeChain + Waltonchain.

2) Yes, Chainlink is a good project and no it isn't just a simple json parser, but it was far too risky for our portfolio until it fell to this recent low considering it is inherently all-or-nothing.

3) We have interns posting gathering due diligence in major telegram channels and research discords as well as paid groups.

4) We focus on fundamental analysis, exchange API scanners, and reading market manipulations for active trading.

Attached: Pepe businessman.png (540x724, 247K)

Other urls found in this thread:

tradingview.com/chart/BLX/LGfs4PUa-Bitcoin-A-Long-Tern-Market-Analysis/
twitter.com/SFWRedditGifs

Tom Ree? Is that you?

Hi OP.
Give me your opinion about RLC and IOTA. Thank you.

Please give me a job user.

Can you please just post a linky bed time story I am tired.

Attached: 1518509315072.jpg (323x250, 14K)

is instiutional money actually coming or is it just a meme?

>Professor Nazarov
>!!iXNDfKNfat1
>fkn fat 1
>1111

You have my full attention

do you do any research? etf = institutional money. 5 months until the first ones roll out.

IOTA: We don't like buying coins with volatile retarded CEOs no matter how good the rest of the fundamentals are, and yes that includes Ambrosus.

2) If RLC does everything it's slated to do (offchain scaling) it'll be huge. We have a small position in RLC and will re-enter once Bitcoin slows down in the next run.

Congratz OP!
hope you enjoy yourself!
OMG...whats your take, might as well ask about EOS as well.

how do i get a job like yours op? im going to study industrial engineering, is that good enough?

;)

It's been here, although in small curious amounts under the table. Most big ARRs like mine are outliers rather than the norm though because most PMs aren't autistic enough to cut it in crypto as it is.

Do you think NEO will be around and profitable in a few years?
A fair share of my portfolio is in Asian Crypto and I was planning on holding it indefinitely

Thoughts on Monaco (MCO) and crypto.com?

What about ETC and XLM?

Thanks for your time user and God bless you. Enjoy your patrician lifestyle.

>RLC
What is you opinion on this being a security? Why would intel partner with a unregistered security?

Network and location are the most important factors when choosing a school. Fuck the rankings and either choose a program in a school with wealthy old money or in a finance/tech hotspot wherever you're located.

EOS has some serious market maker action going on and a huge bankroll. However, the risk factors that have cropped up caused us to sell in the main net rallies.

OMG - One of our best performers to date, although they've seriously under-delivered in tech.

any advice or book suggestions on daytrading? Are consistent profits possible or more of a meme? Are the skills needed quantifiable and can be learnt?

Tell me what you think about NANO.

Honestly, most of the smart money thinks NEO has been undelivering and that VeChain is slated to become the premier blockchain of China. Da Hongfei talks a little too much about price for our liking, and he's been bizdevving for Ontology pretty hard. We have a position in ONT as a hedged bet for NEO

ETC - We haven't touched it, although we're scrambling to do research now that coinbase is listing it. Something's up there and I will be back with an update at some point.

XLM - We own a stack and do plan on using it to invest in Stellar Lumens ICOs down the road. Most of Ethereum's value was driven by the companies crowdfunding on its platform and we're waiting to see what comes out of it.

please hire me, I'm an autistic attorney.

Attached: doritos-12-08-17-1.png (680x471, 463K)

Check’d. What are your thoughts on the Basic Attention Token project? Thanks

Attached: 1E743E5B-9375-4F47-9515-CF0D205D3B80.jpg (300x213, 19K)

ICX, what do you see in the future?

Consistent swing profits are very easily doable in a market controlled by an intelligent operator. There are a couple of systems out there on reading MMs and their manipulation. DYOR! The easy trades won't be around forever when normies fomo back in though.

NANO is pretty garbage in general honestly but it's the granddaddy of mainstream DAGs and already has adoption covered through its Reddit cult. The runup in December/January was actually an orchestrated grand scale pump and dump that was orchestrated through extensive social manipulation.

A large part of the early theory for crypto FA is in modeling it as a social network though, and with adoption covered, I would argue NANO is undervalued. We aren't touching risky speculative mediums like that with a ten foot pole though.

>not knowing about etc despite the etc ETF launch a while ago
>calling yourself a finance analyst with leet skills
Stopped right there.

>Network and location are the most important factors when choosing a school. Fuck the rankings and either choose a program in a school with wealthy old money or in a finance/tech hotspot wherever you're located.

This is an outright lie. I currently work in a front office role at a rather well known IB and EVERYONE in my incoming class is literally ivy league or elite liberal arts. In fact, rankings + alumni connections is probably the most important in getting your foot in the door.

OP is LARPing you dumbasses

Every crypto fund with a brain owns ICX and VEN.

We had most of ours from the ICO and sold most of our stack before their January event. We've been in conservatively since Ian Ballina dumped the price.

Good project. Highly questionable as a speculative tool.

Thoughts about BAT ?
Could you explain the thought processes behind your decisions?

0xbtc?

It's pretty binary. Either you're in a target school or you're not. Ivy league was pretty implicit with "wealthy old money". Way to fail to read between the lines mister.

So what you’re saying is that the people involved and the scope of the project is enticing, but the fact that a model such as Brave has never been implemented successfully makes it questionable? I’m in for long term

Do you think we can reach ATH EOY?

What do you think of Augur, OP?

You mentioned vechain a lot. Do you not think the insider trading with vechain was a huge red flag? Along with their hype marketing. You skated nano for this (i agree) but seem to brush over Vechain doing it on reddit at the same time.

Also as you are in vechain, what about Fusion FSN? The founder of Vechain DJ Qians project for crypto finance.

Precisely.

In our philosophy, risk management and position sizing is everything. ESPECIALLY if you're playing with OPM (other people's money).

We first evaluate a team's existing network and technical skills as well as their backers, and the state of awareness in the broader cryptocurrency community. Then, we make an educated guess as to whether it's fairly valued unvervalued, or overvalued, for its scope based on its adoption.

We will avoid something like Tron because it's already been saturated by normie speculators and its code base is utter shit. Waltonchain was one of our best performers through the December/January alt run, but we exited the second the "OMG I CAN'T BELIEVE IT" twitter shitstorm hit and will never re-enter.

Significantly more, although I'm not sure about EOY. Whoever is controlling BTC and its 'bartcharts' is in the final phases of accumulation and will mark it up to sell and distribute into normie fomo.

Nice digits.

Please rate:

1) NKN

2) JNT

3) NEX

Thanks in Advance.

What do you think about ZIL?

What's your opinion of hydro?

Are any of your clients or researchers aware of the chainlink memes?

If so, what do they make of them?

Attached: pussyfart_in_the_franxx.jpg (455x600, 78K)

>Wealth management
>Smart people

Choose one boomer

>RLC
What is you opinion on this being a security? Why would intel partner with a unregistered security?

the bigger Q is how much with SEC affect the market once/if they start cracking down?

hi sir pls share your thoughts on ENG

Every oracle solution is on our watchlist and we have our bets hedged very conservatively. When some clear winners pull a head we will enter them very aggressively. Crypto markets are very inefficient and unlike traditional markets, it takes weeks if not months for price discovery to catch up.

VeChain's utility and tech fundamentals are significantly better than NANO's. We will run a single node on it and nothing more. The skillful and somewhat blatant hype marketing with the Coca Cola kid was a large reason for why we entered.

Look at Ambrosus - probably one of the best tech teams and vision in the space and genuinely targeting the same scope as VeChain. Who has the higher mcap by orders of magnitude? How long will it take Ambrosus to catch up if ever?

We're eyeballing Fusion FSN for a while, but we don't like the risk for its current valuation and public news. It will probably make its way into our portfolio at some point if no red flags are raised.

Thanks for answering my questions, I’m gonna hold my BAT till bank or bust.

Attached: 00F761C3-675E-4E71-B661-15C62C31542D.jpg (225x225, 7K)

Top 5 safest cryptos where to put my money?
How to buy for brainlets, DCA?
Any idea why DAGs always seem to have some kind of security problem?

1) JNT - 8/10, could potentially be the most important chain in the middle east at these prices.

2) NKN - 2/10 . Even if it's a great project, NEP-5 projects don't have the greatest track record.

3) NEX - See above

ZIL is one of our largest altcoin positions. We will be selling off before mining starts due to the risk exposure from mining inflation.

Yes, and it was rough getting through the memes and misinformation/fud to actually do research on the project at first. We don't care, professionals are still people and I don't hire normies. Stay stinky.

The market and culture is saturated with technolibertarian ideologues. Regulations aren't bad if they are not restrictive and it seems the SEC has been pointing its guns at bad actors so far.

Whales accumulating, unironically.

Seems like you are betting on the same
Old tactics of accumulating and waiting for normies to come. As in, buying projects you expect to have hype marketing (as long as they are cheap and normies havent entered yet) come next distribution phase.

Obviously you have to wait and see. Even vechain disnt strt its hype marketing till long after ICO. A combo of fundsmentals wirh hype is best.

Suggests to me you believe the cycle of accumulating before normies fomo in by intentional oumping with market makers will happen again. A lot of people are saying inly fundamental projects from here with alts, that will deliver eventually. No more hyped projects. Apparently this isnt the case if you foresee another normie fomo cycle.

To which i would say buy projects setting the foundation now and let the hype later. Not ones starting to market and hype in a bear market.
Am i correct?

Attached: 85A12788-1609-4365-BC02-C466705EE6DB.jpg (615x345, 48K)

1) 2x lev BTC

2) Wanchain

3) Icon

4) VeChain

5) BNB

Honestly it's hard to lose entering in this market.

thoughts on qash?

Thank you OP, i wish you many moons!

I love Jow Forums when its dead!

thank you for your response

How do you respond to critiscism that VEN is a chink scamcoin? Specifically, if they truly have the institutional partners that they claim that they do, why on earth are they resorting to CCK and cringe hype vidoes targeting retail investors?

>OMG - One of our best performers to date, although they've seriously under-delivered in tech.
Are you even paying attention on ethresearch?

QASH is in the watchlist, as are competing liquidity providers such as XTRD

You are correct in your assessment.

What do you think of Matrix AI (MAN). Very impressive team, unique consenus algorithym (PoS/Pow hybrd) providing low latency, high speed, and keeping decentraliaation in tact.]

Inevitable binance listing which will pump it and mainnet December 31st.

Also, would you consider dumping OMG here?

How big is your LINK stack, OP?
Top 200?

Don't care about the criticisms. We are not emotionally invested in our picks and will dump in a second if we get a whiff of another Waltonchain.

The Jonestown-like cult their community managers have created has preserved the satoshi value of VeChain through the bear market, and they are following a trajectory to become a state-sanctioned ICO platform within China.

Imagine larping this hard. Absolutely depressing to read OP.

How many of you are falling for this garbage larp? No better than a fucking 9-5 banker with a cheap suit pretending he works on Wall Street.

>they are following a trajectory to become a state-sanctioned ICO platform within China.
Opinion discarded

thx based hedgefunds user

Combined yes, but we aren't dumb enough to put it in one wallet.

MAN was initially created to save a sinking AI project ship, but it looks like they're delivering so far. Watchlisted.

We already dumped most of our altcoins during the consensus pump, including OMG.

OP sounds smart enough to not waste his time larping.

Did you take a position in the Tezos ICO? (if not, considering getting a bag?) Thoughts on the significance of the Michelson virtual machine and langsec in general for the adoption of big money smart contracts?

Cool. Only downside here is hedging. Dont you hedge with obvious winners like XRP and eth? Or is Eth and BTC enough for you? I saw it that if btc goes up, alts go up. Btc down, alts down. So if You short btc low leverage as a hesge when alts rise, you protect sats. Your gains come from alts going higer then btc goes down. As they move in tandem if an alt gains 10% in sats while btc goes up... you lost small amount on short but made a lot more on the alts gaining. But it evens out to a slight net gain.

However if market dumped your short on btc protects you also.

Im new to hedging. Just wonderes what your stable factor is.

Matrix scam. Human level language for smart contracts is a meme. Computer scientist for 50 years have attempted this and its just a laugh. If they manage it their achievement far exceeded blockchain. Why waste their time with a trillion dollar idea on blockchain. Lmao. Scam

What are your thoughts on Qash? Also, can skycoin recover? I know your investing method would not come close to investing in skycoin, but tech seems solid

Would you recommend someone still in OMG to dump, or wait for some sort of salvage with potential plasma Q4.

I'm not aware of the AI project ship, however, with the 12.5m in funding which is now 50m they have plenty of funding to do what they need to do.

How do you manage the taxes and custody.

Are you a U.S. based LLC?

so are you guys holding all the metnioned coins just to dump them during the next january-like bulrun or do you actually believe we will see adoption and there will be real demand for those things? If so, when do you predict we will actually start seeing someone dliver a real use case?

"If you buy ETH you're gullible as fuck".

Any thoughts on UUU as a steemit competitor and also Universa?

We prefer shorting alts as a hedge. The bigger the normie commmunity the better.

Yeup, not touching it with a 10 foot pole, but it's an interesting curiosity to keep an eye on possibly for years.

We do not invest in icos with a higher cap than 50 million. We will be watching Tezos though

Mont Blanc, Waterman, Pelican, Cross, Bexley, or Visconti?

Progressively shittier larp.

You were going well for a little while. Work on your stamina

Is JNT on your watch list?

Skycoin is an interesting project and we have access to a lot of background information in the project. Synth was one of the most brilliant bitcointalk posters back in the days but he seems to have lost his mind somewhere down the road.

In my opinion, Skywire is too unrealistic and the community is too toxic for us, but they do have some pretty powerful backers and bankrolling. I don't think they can deal with Synth being a fucking retard in the medium to long run.

We will see adoption and the usual MVP timeline in tech is 2-3 years. The 'real' bull run should start somewhere in 2020 with the next bitcoin halvening and projects coming out with fully functional products.

As long as the market can be controlled by an intelligent operator, we will be trading along with their strategy. Eventually, trading volume might increase to the point where they have trouble marking prices at will, and from there we will just sit on our final portfolio.

We have a very good accountant and more and more are learning the space. Yes we are a US based LLC although we do have offices abroad.

We don't actually have a custodian because most of the 'early' institutional investing was with private play money, but larger sums will move in now that Coinbase's custody service is live.

The execution of UUU will be simple and I don't see anyone fucking it up.

Universa is on our watchlist due to cryptoruble rumors.

update comes out today buddy, if they drop central bank news better I hope that you're all in.

Nice larp. Shorting alts as a hedge will be much harder to maintain with. Lmao

Do you think bnb is a scam?

QUADS CONFIRMED.

What are your favorite picks for 2018?

>this
OP, has an extremly basic understanding on how money mangement works and is throwing around normie-friendly terminology. not to speak of the bs fundametal analysis his 'fund' performs. the hedging part was just laughable.

are those chainlink bags getting too heavy, OP?

OP, which coin from top 100 will probably x10 by EOY?

Thoughts on Holochain? Also, ever heard of Vblocks?

Should I be investing a portion of my wage income into BTC or ETH every month?

My current portoflio is all alt coins, and my net worth is very low in crypto. I'm thinking of not touching my current folio, and investing a portion of my wage income in the following every few months:

1) BTC - I hold none
2) ETH - I hold none
3) VEN - I hold none

If you could have one coin/token in your portfolio what would it be and why ?

how do i leverage btc

Nah, unless Binance the company goes under

Every decentralized internet solution is 7 years away from even feasibility

Anyway, gotta run, but I'll be back. Have a lovely day Jow Forums

op seems legit. I'm a small time crypto fund fag as well mid 8 figures. you are correct on ONT, was in mountain view at a private event all big players a few weeks ago and 90% of the crowd was chinese and many were involved in neo and they were all jumping ship to ont it seems.

I'm surprised you don't have any exposure to XMR. I have it on good authority that meta-stable is starting to increase their position this year.

You're right on chainlink. It is incredibly speculative, but if they pull it off it will be a big winner. Most on this board are truly delusional about it though.

JNT is legit. I like that you like it as well.

Tezos is on our radar, we will be buying blood on it this year. We like the minds behind it.

Can you elaborate on the exchange api scanners? Is that something you guys built or is it a product that is out there? Would love to hear more about this.

OP we have some of the best code in crypto, drop me a protonmail email and I'll reach out to you with some screenshots, I think you'll like what you will see.

You and I are in the same mind on when the next bull comes, and that is mid 2020, with things really heating up again in 2021-2022.

cheers

Attached: pepebasquiat.jpg (400x560, 238K)

You holding JNT or watching?

NKN - on your radar?

OMG?

JNT we started scaling in recently. But we will use the whole year to keep building. We buy in pieces spread out over longer periods of time.

NKN no will check it out. OMG never been a fan, no idea why. Just never clicked with me

Your thoughts on Qash? And I pose the same question to you. If you could sit on 1 alt coin until the next bull run, what would you pick?

nothing on qash. as to that one coin, I'm afraid that answer is different for everyone. We all are drawn to different things in which we understand and that is different for each person. I won't tell you which it is for us as we will be buying it all year and don't want any competition in the order books

Fair enough, qash is worth 5 minutes of research fyi. You'll probably do a few hours after your first 5 minutes

Attached: ujladqaS.jpg (600x315, 23K)

so you guys don't think all the institutional money memes and a possible etf before EOY will really impact the price before 2020?
what's the price range of btc EOY in your opinion?

will check it out thanks

seem to know your stuff, Hashgraph / rsk? opinons on both? also opinions on nucypher and how about certik?

are you accumulating bnb? I'm hearing strong rumours binance are pressing for their cherry picked icos to raise funds in bnb and that they have a goal to ultimately move users solely over to the bnb token pairings, youll see bnb github is _extremely_ active.

am also very long on icx more so then any other project currently, what do you feel about the market currently, looks like heavy accumulation and overall exchange volumes increasing again not sure well see much under 5800.

Hard to say. Institutional money is smart that wont be chasing price higher. IMO they will use their tricks and do the best they can to keep btc in a range of 3-7k for the the next 18months to trade the volatility and increase the size of their positions to better postilion themselves for the next mega bull run, which will come. There is still a lot of fast and dumb money in this market it would be best to see them get squeezed out imo and that would happen with a flat-lined boring market.

hashgraph is a meme imo. great in theory but good luck proving it real and tangible. my buddy is responsible for the entire narrative surrounding it, one of the best story tellers in the biz. at this point hashgraph is just that, a story

also involved in a fund of similar size, agree with the 2020 idea before leading into the next halving
this chart / his historic charts havnt been wrong including calling the bull run to 20k earlier in 2017

tradingview.com/chart/BLX/LGfs4PUa-Bitcoin-A-Long-Tern-Market-Analysis/

This coin you are accumulating all year is different from JNT I would assume, yes?

I would be interested to hear op's take on hashgraph though.

Hydrogen?