Crypto Analysts: When Moon?
summary
Claims: worst case price is $1,300, most likely bottom settles in the low to mid 2000s with a final dip before a bull begins in 2020 Q1–Q2; best-case target in the bear was ~$5,000. Evidence cited: billions of dry powder across funds, a16z’s $300M crypto fund and large institutional vehicles raising hundreds of millions. Recommended allocation: 1–5% (conservative) or 5–10% (aggressive). Main risks: regulatory crackdowns and catastrophic technical bugs.
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chapters (11)
- 0:00Intro
- 0:27Murad Mahmoud
- 1:20Arjun Balaji
- 2:09Fundamentals
- 4:18Institutional money
- 6:09Where are they trading
- 7:37Other cryptocurrencies
- 13:14Price analysis
- 24:02Store of Value
- 26:11What scares you
- 28:28Outro
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