November 2018 Commentary

November 2018 Commentary May 11, 2020 November was worst performing month for the IC fund portfolio. But in blockchain assets, this is par for the course. We should expect periodic drawdowns of 80%. My conviction in bitcoin has been growing steadily since 2014. In...

December 2018 Commentary

December 2018 Commentary May 4, 2020 Bitcoin continues to be in bear market, as the technology around it is improving at remarkable pace. Lighting is the second layer solution on Bitcoin base layer network for small payments. Twitter CEO, Jack Dorsey, recently...

October 2018 Commentary

October 2018 Commentary April 27, 2020 Let us start with some of the major developments in the crypto-currency ecosystem that came out in the past 4 months. It is evident to me that wall street herd is rushing into crypto as a new asset class. July 2018: Northern...

September 2018 Commentary

September 2018 Commentary April 20, 2020 Let us start with some of the major developments in the crypto-currency ecosystem that came out in the past month. Fidelity investments is a fourth largest asset manager with $7.2 trillion in assets under administration as of...

August 2018 Commentary

August 2018 Commentary April 13, 2020 Bitcoin should qualify as a contrarian investment, since virtually the entire intellectual leadership of the investment community regards bitcoin and every other cryptocurrency as being in a valuation bubble. The financial media...

July 2018 Commentary

July 2018 Commentary April 6, 2020 Date of the Post: April 1st, 2020 At Rose City Income Fund, we are focused on generating income for our investors. We generate income from operating digital toll-booths. These toll-booths collect fees whether the market goes high or...