Greg Cipolaro

1.7K posts

Greg Cipolaro

Greg Cipolaro

@GregCipolaro

I love technology, finance, behavioral economics, and childhood nostalgia.

New York, NY เข้าร่วม Temmuz 2013
636 กำลังติดตาม1.1K ผู้ติดตาม
Greg Cipolaro รีทวีตแล้ว
NYDIG
NYDIG@NYDIG·
We are excited to share Bitcoin Net Zero, a report co-authored by NYDIG's Ross Stevens and @CastleIslandVC's @nic_carter. The report provides substantive insights on #Bitcoin’s carbon footprint and contextualizes Bitcoin mining's electricity consumption: nydig.com/bitcoin-net-ze…
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
This should increase the propensity to consume (spend) or result in a shift in investment in riskier assets (increased duration, lower credit, riskier asset classes like stocks, real estate, etc).
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
2) Real rates should stay lower (negative) longer. Low risk/yield assets, like cash and cash-like investments, will have trouble maintaining purchasing power. fred.stlouisfed.org/series/DFII5
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
The Fed's "zero rates until 2022" stance should have a couple of effects:
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
All analysis done using iShares S&P ETFs for Size and Style (Value/Core/Growth). Invesco ETFs used for unique factor analysis. SSGA SPDR S&P sector ETFs used for sector analysis.
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
TL;DR: Engrained out/under performance trends prior to the market sell-off seem to hold during the drawdown and also since the low. Consider me as surprised because I thought some of the gap over the years would've closed, not widened during an event like we've gone though.
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
Scratched an itch (that became something bigger). I decided to look at style, size, and factor performance over a couple of different time frames: since the peak of the last cycle, trough of the last cycle, YTD 2020 until the market peak, the drawdown, and since the low.
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
@Kevin_Kelly_II @Delphi_Digital No problem. Can't tell you how many hours I've spent reconciling indicators drawn on Bloomberg, TradingView, Yahoo Finance, etc. They would all be different for me.
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Greg Cipolaro
Greg Cipolaro@GregCipolaro·
@cburniske If we’re going to embrace the retrowave ethos of the industry:
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Chris Burniske
Chris Burniske@cburniske·
I've been mulling over whether "#crypto" is the right acronym to have for this movement, given it starts with "crypt" (a burial place), irritates cryptographers, and just doesn't sound great. If we are building the digital native economies of tomorrow, do we prefer:
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