Welcome to Digital Asset Research

A letter from the founder. The story behind investing in small, high quality, unknown and under-followed cryptos

Welcome to Digital Asset Research.

This is a newsletter focused on helping you navigate the emerging digital asset space and more importantly, understand how to become a better investor.

Before I get into all of it I want to thank anyone who is reading this for subscribing. You are placing your trust in me to help you understand the fast evolving landscape of crypto and I do not take it lightly.

I will do my best to bring you the biggest opportunities and insights I can find each and every month. I will be highlighting specific projects, and also writing guides on how to get started with wallets and exchanges.

However, I want to be clear that this is not going to be financial advice. This is simply for educational purposes. The goal is to help you get started in crypto, learn about this new asset class, and understand the opportunity that is available to us today.

So with that, let’s begin with who I am, and why you are reading this…

I am by no means a professional writer or researcher

I am not a financial guru,

and I am not a crypto bro.

I have no professional financial certification or Wall Street background.

Everything I do has been self taught and learned through my own experiences.

I began speculating in the stock markets around the age of 15 when I was first introduced to investing. Ever since then I had always been fascinated with the idea of making more money with the money I had. Or in other words, making my money work for me.

I had a few stocks do well early on but never experienced any real breakthroughs. I quickly found out how hard it was to gain an edge in traditional markets as a small fish. It wasn’t until I was in college that I took a more serious approach to investing. I developed this fascination with being a professional speculator and trying to find that next big idea like Amazon or Netflix. 

I relentlessly read research articles and publications and combed through stock ideas and economic forecasts. Yet, I never really hit any home runs in the market.

However, all that time and research was not wasted because it gave me a foundation for investing principles and money management. Fast forward a few years and I graduated university with honors and a degree in economics, so safe to say I’m not totally clueless on how the system works. (Although more importantly, I knew the system was very broken. More on that later)

From there, I took a job in the real estate industry as a salesperson and later became a mortgage loan officer. Learning even more about the housing market and the inter-workings of the economy, I continued to study and invest whatever money I had, eventually getting more sophisticated with my approach and trying different strategies. 

Just a year or two into the workforce covid came. I lost my job and had no real idea what to do next. Like most people in their 20’s at the time I was back at home and without work for around 8 months.

By mid summer of 2020 I was using option strategies to make money in the market and then really became obsessed with what was possible. I knew obscene amounts of money had been printed  by the federal government and it had to go somewhere. \I started looking to gold and silver as possible money making opportunities given the likely inflation we would see. I told everyone about the trade and how silver was going to $50. (To this day still hasn’t done a damn thing.)

During that same summer I went out to stay with some friends from California who I went to college with. These guys were making fun of me for investing in gold and silver and kept telling me crypto was the new gold.

I didn’t think much of it at the time and like most people, I figured it was just another fad. Then fast forward a few months to around October and a close and trusted family member told me they were investing in Bitcoin. So of course I started to feel the fomo and I had to look into it. I did some research, pulled up the top crypto assets on Coinbase and used half my money to buy Bitcoin and the other half to buy Ethereum. 

That was it. I sat on those two assets until around January of 2021.

In January I once again got to work trying to find the big investment of the year.

As I was looking through some research I noticed that one guy who was investing in small unknown cryptos was making insane returns.

Across the board, his portfolio had multiple 2,3,5 even 10x’s. I immediately knew I had to look more into this asset class and what was going on.

So I turned to my favorite website for finding niche information, Twitter. Fortunately, for me, Twitter had been my go to resource for information on fringe topics and ideas for years. I have said this many times, but for those of you who don’t know, I believe the best information in the world can be found on twitter. There’s a reason Elon Musk loves it so much he wants to buy it.

Anyway, that’s where I went to find more information because, I had noticed a few accounts talking about this new asset class. From there I opened up pandoras box into what is known as Crypto Twitter. In this small subculture of the internet I was seeing people take a few thousand dollars and turn it into millions by investing in crypto.

I immediately knew something was going on and had to dive deeper. A few weeks after researching a bit more, this idea of NFTs and the metaverse began popping up. Around the same time, I remember going over to a friends house one night and watching the movie Ready Player One which is a futurist film about the metaverse.

Thats when it all clicked for me. 

As one of my favorite macro analysts says about crypto, “once you see it you can’t unsee it.” What I saw, and still see, is the biggest opportunity of our lifetimes.

This is a once in a generation opportunity to invest in a brand new multi trillion dollar asset class that has emerged essentially out of thin air.

However, this is where most people miss the idea. Most simply believe crypto is a new form of currency. While some do act in that manner, like Bitcoin, it goes much, much deeper than that.

What we have with crypto is the next generation of the internet and internet culture forming. We are entering an era of digital ownership where what you do, and who you are online is just as important as what you do in real life. Crypto is laying the foundation for how we will interact and experience the web for years to come.  

That leads me to why you are here. You are reading this because the mania of 2021 got you interested in this asset class. You probably know, or know of someone, who made ridiculous amounts of money in crypto or NFTs.

You see, what I saw, in this opportunity to own and participate the future of the internet. You want to invest in crypto and NFTs beyond the mainstream of Coinbase and what you hear about. You want to find the next Bored Ape Yacht Club or Shiba Inu before everyone else. Or maybe you simply want to learn how to buy an NFT.

In order to do that you need to know more. But, when you google cryptos to invest in, there is a mountain of information to sort through and bunch of new technology to set up and use like wallets etc.

You simply don’t know where to begin.

That’s why I am writing this. Crypto is still early in its adoption and it is the wild wild west of assets. People tell me all the time they want in on the action but have no idea where to start.

There are constant scams and major swings in prices. On top of all that, the user experience is terrible. There are different apps and wallets to download and track, and if you don’t know what you’re doing, it can be scary. Investing your hard earned money and sending it around the internet is not an easy thing to do. Because of these barriers to entry, most people wont take the time to figure out how this stuff works. That’s why the opportunity is so big. For those that do take the time, it will be like investing in the early internet, but bigger.

If you want to understand this asset class the only way is to get involved.

So why should you listen to me? Bottom line is you shouldn’t. This is not financial advice, I am not a certified advisor, and only you know what’s best for your money.

However, what I do have is more success in this market in identifying winners than most. Yes, it’s easy to make money in a massive bull run but even still, many people will outperform others.

For instance if you minted a Bored Ape you probably outperformed 99% of other NFT traders. One right investment here can completely change your financial situation. And, unlike traditional markets, I find that it is much easier for small players to find asymmetric information and make outsized returns.

I personally found and invested in Shib before it did over 75000%. I invested in Cyberkongz NFT at 1 ETH before they peaked at over 220ETH (These were respectively the top perfoming token and PFP NFT of the 2021 cycle).

I invested in metaverse land, gaming cryptos, and NFTs before they did multiple 10-100x. I called the NFT boom, and meme coin crazy nearly a year before they happened.

There are several other example I can give but you get the idea. Crypto as a whole is a winner asset but you want to find and identify the biggest winners in the biggest narratives. I was able to do that repeatedly in 2021 but that wasn’t the end.

We did it in 2022 when the market was down and we went on a shorting campaign.

We then managed to deliver again with calling the meme coin craze in early 2023. We identified winners early on such as PEPE, MOG, and NPC which have gained 1000%, 60,000%, and 70,000% respectively.

I’m not telling you this to brag, in fact I would rather not tell you this at all. The reason I am tell you this is:

A) because it gives me credibility that you are reading from someone who has done it successfully more than just a handful of times

B) Because, I want you to understand what’s possible in this market and believe it is achievable for you and…

C) Because I truly believe we can help you change your paradigm about everything you ever thought was possible in investing.

I want to be clear though, this is not a get rich quick scheme. Most people will never see returns like this.

Even I, like most people, gave the vast majority of these gains back to the market. However, for those who put in the time to understand this space while the market is down, it is entirely possible to realize these kind of returns.

There has never been a better time to get started and learn what is going on in this new industry. Most new market participants will look for this information near the peak of the next big run when everyone is talking about crypto again.

But, because you are not most people you understand the opportunity today is far bigger. For those who join today and start learning your odds of success next bull run will be 10 fold. 

We are extremely early in the game here. Other major asset classes are valued in the hundreds of trillions of dollars. While crypto, the fastest adopted technology ever, sits at under 2 trillion dollars of total market cap. There is huge opportunity here and a reason why many of the smartest people in the world are leaving their jobs to join crypto companies.

My intention here is to help bring you up to speed by publishing research once a month highlighting some of the projects and narratives I see doing well the next cycle. On top of that, since most of you are new to crypto I will write some basic tutorials to help you get started with things like wallets and decentralized exchanges. By doing this I hope to help you get involved and identify what makes a good project in crypto and how to spot the trends before they emerge.

Again, this is not financial advice but me simply helping you understand how and where to get information on the crypto market so you can generate your own ideas.

One of the biggest advantages I had was finding a top project early on. It gave me a baseline to evaluate other projects and determine their overall strength.

It is up to you ultimately what you do with this information and your money. It is my goal this will help you navigate through all the noise in crypto, have a framework to begin this process, and create financial wealth for yourselves.