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RECAP: JUDGEMENT DAY
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RECAP: JUDGEMENT DAY

Judgment Day! Grayscale vs SEC

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InvestAnswers
Aug 31, 2023
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NUGGETS OF ALPHA

  • Bitcoin’s price is up +7% over the last seven days

  • $57.84M BTC shorts were liquidated over the last four hours

  • The SEC has lost the Ripple and Grayscale cases in rapid succession

  • GBTC discount over BTC has fallen to -16.56%

  • The launch of U.S. spot ETFs will likely happen before the Bitcoin halving

  • The U.S. two-year interest rate tankedy

  • Tesla's Dojo is projected to become one of the world’s most powerful supercomputers

  • X obtained a license to store, transfer, and exchange digital assets on behalf of others

  • Bitcoin experienced outflows last week totaling $149M; BTC is +$265M YTD on a net basis

  • The JOLTS report delivers a surprise of a significant decline in job openings for July

  • The U.S. job openings hit a new low since March 2021, declining to 8.83M


Here is a screenshot of the positions that I currently hold. My two largest positions are Tesla and Bitcoin:

  • Tesla = +$15.78

  • GBTC = +16.50%

  • MSTR = +$42

  • BTC = ~$2,000 candle

Remember, everything mean reverts.


Bitcoin’s price is up +7% over the last seven days, but it was flat for almost two straight weeks. For some crazy reason,

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