近期小弟無咩做
日日研究點樣玩加密幣
(玩得就應該知道係高風險)
小弟暫時有三種幣
BTC
ETH
USDT
全部幣都會用Auto subscribe每日自動收息
暫時都唔係買左好多
想熟左個market先
所以會用週供形式入貨
BTC 75%
ETH 25%
依家收息大約係5% APY
我覺得唔錯
可以收BTC, ETH同USDT 息
遲下再加BNB同SOL
擁抱DeFi!
Monday 31 January 2022
Tuesday 4 January 2022
BTC Historical Corrections
https://www.visualcapitalist.com/bitcoin-historical-corrections-from-all-time-highs/
美國加息歷史 VS BTC performance
Major Financial Crisis
M3 Money Supply
History of interest cycle
Fed Funds Rate History: Its Highs, Lows, and Charts
https://www.thebalance.com/fed-funds-rate-history-highs-lows-3306135
---
Fed Chair Ben Bernanke (February 2006-January 2014)
Note:
The Fed kept the rate at zero between 2008 and 2015. The recession ended in June 2009.
Fed Chair Janet Yellen (February 2014-February 2018)
In 2015, Dec. 17 - 0.50%
in 2016, Dec. 15 - 0.75%
Fed Chair Jerome Powell (Since February 2018)
in 2018, Dec. 20 - 2.50%, Fed promised to stop raising rates
In 2019, Sept. 19 - 2.00%, Fed was concerned about slowing growth
Bitcoin annualised return
Noteable crisis in 2014 and 2018
2014 - Ebola global slow down.
2018 - Inflation crisis, Trade war and rising rate.
放假想整理一下月供BTC既理念
由BTC出世個一年開始有兩年係negative return
2014 同 2018
由2013 taper 到2014 Ebola都係升升升…
S&P大回調個幾次都係兇多吉少
不過最尾都可以高收
美國加息 not quite correlated
睇返月供BTC return.
2021 - 係30%
2020 - 開始已經係250%
2019 - 3年前係452%
Sunday 2 January 2022
唔買樓先嘅機會成本
近日同老婆兩位朋友傾吓閒計
小弟買股票都係一般以收息為主. 同S&P - 無乜作為.
其他兩個友人都係炒股達人, 略有斬獲.
係2021年一個200k, 一個400k
不過堅持唔買樓🙅🏻♂️
今日計下唔買樓嘅機會成本
我日日都哦住老婆比我買多層
雖然小弟炒股唔叻. 不過係2019年低位買左樓
今年銀行估價最多都升左成球. 如果二按一般都可以R多10零20萬
分返開三年去計
平均回報當330k一年
其實唔錯
講返兩個股票達人.
佢哋兩個今年都係跑輸S&P
如果backtest 1m係2019年買S&P
Compound 去計
2019-2021 三年一共有890K進帳
又其實唔錯. 不過大部份人都鐘意trade同多手. 未必會跑得贏S&P
就算比你三年都跑贏S&P
都係跑輸層樓既通脹. 層樓都係升左一球
打個和
所以除非你真係炒股超勁
一年有多過330k正回報
Otherwise 都係買樓先着數
黎緊就黎供夠三年
又可以轉按, 套返500k出嚟
窮人要借平錢
樓係一個最好嘅金融工具
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