2023投资策略
2023年的交易主题可能是做空美元但做多新兴市场，当然，这会在美国经济衰退开始后才发生 现金（ASP）、aave v3 银行saving 美元dxy 绿红交叉 换入欧 日 ing 10年期美债收益率回到4%； 买TLT WTI原油价格预计将在2023年第三季度达到104美元/桶的峰值； 2季度买西方石油 黄金将反弹至2000美元/盎司 二季度买spdr gold trust 大宗商品 Schroder Commodity Fund , ICLN , TAN , XLE , XLB 增加国防开支 - 军工国防 制造业回岸（以规避货运风险） 中长期 能源转型（新能源一级） Fed rate 4.6% SPX → 3000 在下半年 开始多股票（道琼斯>SPY）做多全球工业和小盘股 trigger buy signal 首次申请失业救济人数超过35万，美债收益率超过4%，信用利差扩大，美元回落。 做空美元 多欧元 1.1 日元137 明年晚些时候大宗商品将强势反弹——那么债券收益率将从明年年底开始上升，然后价值股、周期股、大宗商品相关股票——从能源到金属、农业到贵金属——都会有非常好的...
2023投资策略
2023年的交易主题可能是做空美元但做多新兴市场，当然，这会在美国经济衰退开始后才发生 现金（ASP）、aave v3 银行saving 美元dxy 绿红交叉 换入欧 日 ing 10年期美债收益率回到4%； 买TLT WTI原油价格预计将在2023年第三季度达到104美元/桶的峰值； 2季度买西方石油 黄金将反弹至2000美元/盎司 二季度买spdr gold trust 大宗商品 Schroder Commodity Fund , ICLN , TAN , XLE , XLB 增加国防开支 - 军工国防 制造业回岸（以规避货运风险） 中长期 能源转型（新能源一级） Fed rate 4.6% SPX → 3000 在下半年 开始多股票（道琼斯>SPY）做多全球工业和小盘股 trigger buy signal 首次申请失业救济人数超过35万，美债收益率超过4%，信用利差扩大，美元回落。 做空美元 多欧元 1.1 日元137 明年晚些时候大宗商品将强势反弹——那么债券收益率将从明年年底开始上升，然后价值股、周期股、大宗商品相关股票——从能源到金属、农业到贵金属——都会有非常好的...
Bull or Bear signal for short-term
1> EDV signal EDV buy signal then buy the $BTC’s daily dip same to $ETH EDV sell signal then sell the top $ETH after two days ( seems ETH outperform BTC) last time is one day ahead of the EDV signal 2> VMAP signal BTC bottom between $14658 - $17952 smart way to start a auto-invest plan there 3> AO signal green line across orange line - bearish green line across red line - bullish
Bull or Bear signal for short-term
1> EDV signal EDV buy signal then buy the $BTC’s daily dip same to $ETH EDV sell signal then sell the top $ETH after two days ( seems ETH outperform BTC) last time is one day ahead of the EDV signal 2> VMAP signal BTC bottom between $14658 - $17952 smart way to start a auto-invest plan there 3> AO signal green line across orange line - bearish green line across red line - bullish
Building a Stable Platform
As the dust has begun to (hopefully) settle on the crypto crash, people have begun sorting through the rubble to figure out which products from this last cycle were useful and real, and which were hypes and ponzis. I’ve thrown my hat into this ring too many times, including two pieces on web3 use cases: Today and in the Future. One category that seems to be unanimously viewed as useful, outside of the most skeptical skeptics, is stablecoins. It’s one of the use cases I highlighted a month ago...
Building a Stable Platform
As the dust has begun to (hopefully) settle on the crypto crash, people have begun sorting through the rubble to figure out which products from this last cycle were useful and real, and which were hypes and ponzis. I’ve thrown my hat into this ring too many times, including two pieces on web3 use cases: Today and in the Future. One category that seems to be unanimously viewed as useful, outside of the most skeptical skeptics, is stablecoins. It’s one of the use cases I highlighted a month ago...
web3 ideas
by qiao wang Below are some crypto/Web3 startup ideas we at AllianceDAO are excited about. They are updated regularly to reflect our latest thinking. This document serves two purposes:To encourage you to apply to join our founders community, if you are working on one of these ideas.To inspire you, if you are not sure what to build.By no means you should feel that building something on this list is a requirement to be admitted to AllianceDAO. In the past we have backed many ideas that caught u...
web3 ideas
by qiao wang Below are some crypto/Web3 startup ideas we at AllianceDAO are excited about. They are updated regularly to reflect our latest thinking. This document serves two purposes:To encourage you to apply to join our founders community, if you are working on one of these ideas.To inspire you, if you are not sure what to build.By no means you should feel that building something on this list is a requirement to be admitted to AllianceDAO. In the past we have backed many ideas that caught u...
