November 2023 - Monthly Market Update
/I don’t know how much you’ve been paying attention to the Sam Bankman-Fried criminal trial that’s been ongoing over the last month.
Read Morethis
I don’t know how much you’ve been paying attention to the Sam Bankman-Fried criminal trial that’s been ongoing over the last month.
Read MoreIf you get enough people chipping away in little ways like this, it adds up to a big difference.
Read MoreTravis Kling joins Tommy Shaughnessy on the Delphi Podcast to discuss his investigation into Binance. Travis breaks down the timeline of events at Binance over the past year, including large BTC transfers, executives leaving, and getting banned in multiple countries.
Read MoreWe come to the sixtieth consecutive month I’ve been writing these Monthly Updates. I suppose there’s a fine line between persistence and insanity!
Read MoreBad actors are attracted to crypto like moths to a flame
Read MoreThe adults are coming! The adults are coming!
Read MoreThere’s a palpable malaise in crypto right now and I believe a big driver of it is the ecosystem’s collective realization of how little we have to show for ourselves
Read MoreI don’t think the “fundamentals” of the names on that table are going to carry prices higher in the near-term. Cause the fundamentals just don’t seem that great at the moment.
Read MoreA banking crisis that effectively kneecapped the US crypto banking industry. BTC +23% on the month.
Read MoreBy most accounts, it was the most coordinated, multifaceted crackdown in a single month in the history of crypto.
Read MoreTravis Kling discusses being on the frontline of the FTX collapse on the podcast What Bitcoin Did with Peter McCormack.
Read MoreI do still deeply believe it’s a fight worth fighting. I hope you do too.
Read MoreCrypto has a large attack vector from intelligent sociopaths.
Read MoreShould the Republicans sweep, I believe smart money knows this will be bullish crypto and that should be reflected in crypto price action.
Read MoreAn exploration of the trade-offs between PoW and PoS as it relates to Bitcoin.
Read MoreThe best investor in the world says now is the hardest environment to forecast he’s ever seen.
Read MoreExploring the curious nature of innovation and societal change.
Read MoreThere’s a pile of risk present at the moment. It’s hard not to be bearish in the coming months given the macro backdrop.
Read MoreBitcoin (BTC) dips below $24,000, as dogecoin (DOGE) surges overnight ahead of its "dogechain" launch. Ikigai Asset Management Founder & CIO Travis Kling discusses his take on what's moving the crypto markets, including the near-term macro risks, upcoming ETH "merge," and the influence of memecoins. Plus, what to expect from the U.S. Federal Open Market Committee (FOMC) meeting minutes tomorrow.
Read MoreCopyright 2023. All rights reserved. Ikigai.
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