Investment Strategies in 2025

Key Points

• People as Assets: The most valuable asset is not crypto, stocks, or cash, but people and businesses.
• Cryptocurrency: Bitcoin and Ethereum are considered sound assets within the crypto ecosystem.
• Business Investments: Outside of long-term investments in cryptocurrency, businesses are considered the second best asset.

Attention Economy

• Defined as news-driven price action in markets.
• Significant influence from influential figures (e.g., Elon Musk) on market movements.
• Similar to historical market manipulation (e.g., JP Morgan's silver market manipulation).
• Has become more prominent with the rise of crypto and meme coins.

Cryptocurrency Insights

Bitcoin & Ethereum

• Bitcoin: A store of value.
• Ethereum: Offers more utility, is deflationary, and expected to remain a strong investment.
• Price Action: Ethereum's price is currently low, potentially due to market manipulation by large investors.

Solana vs Ethereum

• Solana: Faster and cheaper but unreliable for infrastructurally important projects.
• Ethereum: Preferred for stable coins and important projects due to reliability.

Arbitrum

• Ethereum Layer 2: Chosen to build rollups for projects.

Lido and Staking

• Lido: A staking platform for Ethereum, potentially poised for growth if staking is introduced into Ethereum ETFs in the U.S.
• Staking Benefits: Ethereum staking offers returns (3-4% a year), unlike Bitcoin.
• Market Impact: Approval of staking might lead to a significant increase in the use of platforms like Lido.

Market Predictions

• Potential for Ethereum to reach higher values ($10K to $20K).
• Importance of patience in market participation, as significant investors (e.g., BlackRock) may hold for long periods.

Conclusion

• The focus is on reliable, long-term investments in cryptocurrency, particularly Ethereum, with attention to upcoming regulatory changes regarding staking.