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RECAP: HALVING PRICED IN?
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RECAP: HALVING PRICED IN?

🔮 OCTA: Halving Priced In? 📉or📈?

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InvestAnswers
Apr 11, 2024
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Today’s Nuggets

  • Could CBDCs Destabilize the Financial System?

  • “Shrinkflation” Hits U.S. Housing?

  • When Will the Majority of Bitcoin’s Price Action Happen?

  • Bitcoin ETFs Make History!

  • ETF Investors are Changing the Game

  • Solana Dominating Payments

  • Solana Network Fix Almost Here?

  • Bitcoin Miners Hash Wars

  • Discover the Largest H100 Holders

  • Who Will Own the Gas Stations of the Future?


We are going to take a big tour of the world and touch on Bitcoin, some on-chain data, and a little bit of crypto. In addition, I will discuss developer activity by all the top chains, which is a very important thing that I look at.

We also have an updated report for you all that shows you exactly where the action is. I will touch on congestion, the miner hash wars, who owns all the gas stations, and how the world is changing in this new digital era.


This is excellent feedback from PaleBlueDot because less is more in investing. Be very targeted.

As Warren Buffett would say, If you have a whole bunch of stuff, it means you don't know what you're doing.



We have some crazy big unlocks coming in store for us over the next seven days:

  • EUL dumps all the time

  • APT is showing up again

  • CYBER is on the list again 

  • STARK is back with big dumps 

  • ARB

  • RNDR has a tiny 0.2% unlock

  • APE unlocks all the time

  • AXS has another 7.8% unlock 


The team in Switzerland put together a nice little piece about how central bank digital currencies could destabilize finance.

The Swiss National Bank Chairman sees no need for a public central bank digital currency (CBDC) due to the already efficient, innovative payment methods available in the private sector, arguing that a retail CBDC could disrupt the traditional financial system, i.e., banks.

Very interesting.



This chart shows the profits made by some of the biggest banks in the United States:

  • JPMorgan (red)

  • Band of America (blue)

  • Citi (lime green)

  • Wells (teal)

The net interest income numbers are so big that they are kind of scary. These banks are pocketing all the interest income they are receiving from your deposits, and the government is paying them that interest.

The government is playing up its deficits and these bankers are the ones making all of the money.

Congratulations to the big banks on their big profits and on exploding the country's debt as they line their pockets!


"Shrinkflation" is also hitting the housing market. This is bizarre.

Housing affordability continues to hit record lows as prices rise along with rates. Homebuilders' solution is to simply build smaller homes, with the average new home now at 2225 square feet (~220 square meters). This is down ~100 square feet (10 square meters) in just one year and 250 square feet (25 square meters) since 2016. 

The new reality is that

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