Wednesday, May 25th 2022

Crypto Three Things (5/25)


“The best way to predict the future is to create it.” ― Abraham Lincoln

1) International Monetary Fund Managing Director talks crypto in Davos: Managing Director Kristalina Georgieva urged the audience of politicians, executives, and celebrities "not to pull out of the importance of this world,” citing benefits such as “faster service, much lower costs, and more inclusion.” Titan's takeaway: It's beginning to feel repetitive and expected, but it's remarkable to see the cadence in which global policymakers declare their commitment to crypto - seemingly daily.

2) Founder of the world's biggest hedge fund likens bitcoin to gold: While speaking at the Davos forum Ray Dalio, the founder of Bridgewater Associates, described the current market dynamic as one where “cash is trash” and “equities are trashier,” but bitcoin served “in the interest of diversification of finding an alternative to gold.” Titan's takeaway: While we don't agree with everything Dalio had to say, the back of the envelope math using gold's estimated market cap of $11.7 trillion implies that bitcoin's market cap would need to 20x from current levels to be in the same stratosphere.

3) Andreessen Horowitz raises $4.5B in its fourth crypto-focused fund: Venture capitalists' appetite for crypto-focused companies remains strong despite weakness in the liquid crypto markets. A16z expects to invest two-thirds of the fund in venture-stage deals while reserving a third for seed-stage companies. Titan’s Takeaway: Venture capital is an asset class that demands a very long time horizon, and this latest fundraise signals A16z's long-term conviction in this nascent asset class has never been stronger.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

How to Start Retirement Planning in Your 20s

What is Shorting a Stock?

What Is the Price-to-Earnings (P/E) Ratio? Definition & Examples

The Top 6 Best Retirement Planning Tools & Income Calculators

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice. Check the background of these firms on FINRA's BrokerCheck.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.