Predictions for 2022
post by ike · 2022-01-02T06:34:56.241Z · LW · GW · 2 commentsThis is a link post for https://misinfounderload.substack.com/p/predictions-for-2022
2 comments
Comments sorted by top scores.
comment by benjaminikuta · 2022-01-02T07:26:59.967Z · LW(p) · GW(p)
What's your portfolio, and how can you so confidently beat both the market and bitcoin?
Replies from: ike↑ comment by ike · 2022-01-02T14:33:15.960Z · LW(p) · GW(p)
Not deployed yet except some minor positions. Will probably be ~30% private fiat funds, some crypto funds, and most chasing short term yield farming opportunities or related DeFi plays. It's not something easily scalable and requires quite a lot of active management.
I blew away both the market and crypto this year with a range of exotic strategies and low risk. Think it's basically impossible to repeat performance at current levels, but it seems hard to lose money given my risk appetite and diversification, and the only way I wouldn't make significant money is if crypto enters a bear which is probably correlated to a stock market bear as well, in which case I'm probably close to flat.