Derman Capital Newsletter

Derman Capital
Financial Markets & Macro
Created 03 Jul 2021
  • Disbelief of Crypto With Bitcoin Breaking All-time Highs
    20 Oct 2021 • 2 min read
    Subscribe now As Bitcoin is closing in on a new all time high, I beg to ask the question how can one not this the world changing and the foundation of the financial industry shaking. Everything is cha...
  • NFTs Bridge the Gap Between Community & Loneliness
    09 Oct 2021 • 2 min read
    Subscribe now Kyla Scanlon's (@kylascan) most recent piece, "Theories of Interconnectivity", she tries to outline several theories on what is going on the world - trying to tie together crypto, market...
  • Cryptocurrency Utilize the Power of Open Networks
    07 Oct 2021 • 3 min read • 1 0
    Subscribe now There is a spectrum of what an open network is, but essentially an open network is a network with no limitations or constraints that someone has to follow to be a part of the network. Th...
  • All Things Crypto
    26 Sep 2021 • 7 min read
    Note: This post is too long to be all on email, so it is best to open it in your browser Share Subscribe now Today, I want to cover all things crypto that I am seeing in the market. These are broken d...
  • Why Bitcoin's 4 Year Cycle Will Continue To Rhythm
    15 Sep 2021 • 2 min read • 2 0
    Subscribe now TLDR: Many in crypto are aware of the 4 yr cycles with BTC yet expect it to NOT hold because of the strong understanding around it in crypto. This ignores the rapid adoption of crypto an...
  • Have Bitcoin & Crypto Become a Macro Asset?
    01 Sep 2021 • 1 min read • 1 0
    Subscribe now By Macro, I mean is it being impacted by the global macroeconomics and other macro factors like interest rates and central banking policy. Note this is a developing theory and I am all e...
  • Software Eats The World. Crypto Eats Society & Culture
    31 Aug 2021 • 2 min read
    Subscribe now Marc Andreesen famously published the article “Why Software Is Eating the World” (link). That it did. The internet was growing at 63% annually. Today, we have a technology, cryptocurrenc...
  • Bitcoin Is The Tip Of The Iceberg
    27 Aug 2021 • 2 min read
    Subscribe now I feel everyone comes into cryptocurrency assuming its all about displacing Visa or Mastercard. Yet this could not be further from the truth. Cryptocurrency is not about money, unlike wh...
  • Crypto is About Recreating Cities
    25 Aug 2021 • 3 min read
    Today, I’ll be discussing something slightly different than just markets. It is something I have been thinking a lot about. What is crypto and how will it impact the society of tomorrow? Subscribe now...
  • The Bubble of All Bubbles Has Not Seen Anything Yet
    23 Aug 2021 • 2 min read
    Subscribe now To set the stage that we are in a bubble of ridiculous proportion, look no further than the commonly shown Buffet indicator. This chart reminds me of what Jeremy Grantham said in a recen...
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