The markets are flooded with green and talk of ATH, but what's really going on? Our longest-serving, multi-cycle crypto veteran outlines why a deeper look at the dynamics of this current market shows red flags.
Bull market frenzy is running wild. Yet key TradFi indicators paint a different story and long-term outcomes remain bear-ish. Of course, this is crypto, and anything can happen...
Ethereum is a mainstay for the vast majority of portfolios. Which is exactly why it's unlikely to feature heavily in the gm Portfolio.
The Uniswap mobile launch represents a protocol positioning shift. Putting their product into smartphones now disrupts the natural order of the defi tech stack.
Look outside crypto's bubble and key economic indicators can hint when the bear market could pop. Here's what the gm Portfolio will be watching when plotting long positions.
The demand for long-tail lending markets is growing. Silo's novel approach to lending bridges the possibility of covering another, equally exciting niche.
Protocol risk assessment is a fundamental skill when picking market winners. Here's why DEXs will form a large percentage of the gm Portfolio versus other niches.
Capturing the market's ebbs and flows is a fine art. Plan accordingly - having a strategy for when to enter and exit gives you the best shot at making profit.
DeFi turbulence sustains but subtle signs suggest this cycle could entrench the blockchain industry. Thoughts from the gm Portfolio creators on plotting its first investment against an uncertain economic backdrop.
An update from gm Portfolio, a public real-time investment portfolio, as its creators look to de-risk from a potential USDC collapse.
