I'm writing this week's Coinstack issue right now. What would you like me to write about today? What questions do you have?

SPECIAL DELIVERY: Here is this week's Coinstack issue as a Google Doc. Early access for our Telegram subscribers...

https://docs.google.com/document/d/19pEfZfKl_tpwf9CnGBB11Ck_PLjjsCG6wi27l0mnbAY/edit#heading=h.5lqzu4wevev0

How's your crypto portfolio doing? What are your favorite investments so far?

This week's issue is now online. Please pass it along to friends... https://coinstack.substack.com/p/portfolio-update-up-488

In This Issue:
Portfolio Update: +488% YTD
Crypto Tools: How to Use Binance, Metamask, and Uniswap
Am I Starting a Crypto Fund?
Your Own Crypto Investing Experiment
Where To Get 20%+ Yield on Your Stablecoins
A DCF Valuation on Ethereum Predicts $17k ETH
Mrs. Bubble’s New NFTs
Who I’m Following on Twitter
A Long-Term Crypto Portfolio
How to Get Started in Crypto

On weeks like this when everything is up big, remember that volatility is common and that there will be many peaks and valleys on our way up to $150k BTC. We will likely go up to $70k then down to $58k then up to $80k and down to $68k. Just remember that so when we drop back down to $58k BTC some day soon we aren’t concerned. The key thing is to hold thru the minor ups and downs and to know when the major cycle shift is happening, which I am staying incredibly close to. I may not be able to time it perfectly, but I do know one thing, it’s not here yet and we are only about 50-60% through this current cycle. The last 10% of the cycle will likely feel like a “blow off top”, like 10% daily increases as media attention intensifies. It will come eventually, but not for a while. I will be posting the key on chain metrics weekly and interpreting them for us. And the good news is the general direction this decade is up toward a $500k+ eventual price per BTC and $50k+ eventual price per ETH. Likely in the next market cycle (2025) not this one.

Great to see ZenFuse convered today in CryptoSlate. ZEFU is one of my top picks.

Article: https://cryptoslate.com/yuriy-kovalev-ceo-of-zenfuse-talks-about-building-an-all-in-one-trading-platform/

Portfolio update: Been stacking ETH this week. It is now my #1 investment (26.6% of portfolio). Why? Because EIP-1559 is coming in July with the London update and that will initiate the burning of transaction fees, which will begin to reduce supply. And once ETH 2.0 PoS goes live in Q1 2022, all mining fees will instead be going stakers (aka long term holders). Also, those annoying $30 gas fees per transaction are going away this summer with rollups of layer 2 scaling solutions like Optimism, ZK Rollups, and ImmutableX. We are about to see a major shift away from BTC and toward ETH between now and 2025 once people understand the implications of these three updates. Few understand this now. Stack that ETH friends. December 2021 price target: $5k-$7k.

ETH fact of the day... Ethereum revenue is up 1825% in the last year while the price is only up 1344%. This means that on a price-to-revenue basis, Ethereum is actually cheaper than 1 year ago.

I recommend following the 144 members of the "Ultra Sound Fam" on Twitter. See list here: https://twitter.com/i/lists/1376636817089396750

A ten year advance heads up that ALL stocks will be trading on blockchains by the end of this decade.

Here is the Q1 2021 Digital Assets Report from Coin Gecko that came out today. Great data!

For anyone interested, this aligns with my expectation for what securities trading (aka stock trading) will look like in the future. Always open markets, ownership recorded on chain, with dividends issued on chain direct to wallets.

https://medium.com/inx-co/the-future-of-securities-trading-1c926c1750bc

For those interested in learning more about ThorChain (RUNE), the first cross-chain DEX, I highly recommend this fantastic article by Erik Vorhees.

https://link.medium.com/fBdQ5QcUtfb

For those who have been waiting, right now is a very good moment to buy in.

A bunch of highly leveraged traders just got liquidated the last four hours by the drop, making almost everything 15-20% cheaper.

We are still only halfway through this bull cycle. Today is a great buying opportunity.

For those wanting to learn more about ThorChain (RUNE), the cross chain DEX, I recommend listening to this Delphi podcast from this week.

https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082?i=1000517519640

The bottom of each Bitcoin mini-correction higher than the one before it. Bullish. 15%-20% drops like today’s are normal and tend to happen about once per month. We have had 4 such corrections so far in 2021. It’s a normal part of the process and helps flush out over leverage to reset for further growth. Next milestone: $67k

Today I added to my RUNE position and bought some Polakdot DOT3L tokens (3x the upside and 3x the downside) on Binance.com

The ratio of the value of Ethereum to Bitcoin is now 0.04, which means it takes 25 ETH to equal one BTC. This has increased substantially since May 2020 when it took 50 ETH to equal 1 BTC. The value of Ethereum has been growing at nearly 2x the pace of Bitcoin the last year.

Learning crypto investing will create life changing wealth for tens of millions of people in 2021. Are you going to be one of them?

If you’re not investing at least 1 hour per day or more in your learning and upgrading your brain, you’re not doing it right yet.

If you’re not on Binance/FTX, Uniswap, and MetaMask, you’re not doing it right yet.

Invest in your knowledge. Invest in your future. This will be the biggest thematic opportunity of this decade. You are very, very early. Invest in education now.

Don’t outsource your knowledge to others. Download it direct into your brain 🧠.

💪💛 -Ryan

This is a very good podcast from today explaining what will happen to ETH supply once EIP-1559 goes live in July. Worth a listen 🎧

https://podcasts.apple.com/us/podcast/defi-times-bitcoin-defi-nft-news/id1541829695?i=1000517597709

For those of you wanting to go deeper in your understanding of how ETH is scaling from 30 TPS today to 100,000 TPS by the end of 2021, read this...
https://medium.com/matter-labs/zkporter-a-breakthrough-in-l2-scaling-ed5e48842fbf

Pretty much no one has factored this into their ETH price models yet 🙂