FANG

road22

There is a fine line of when BTC will change from a Risk Asset into an Inflation Hedge. That line gets crossed with everyone (even institutions) realize that inflation cannot be controlled, thus fiat becomes the Risk Asset. Bitcoin is becoming less risk now, but mainly because there was absolutely NO REGULATION before. The lack of regulation allowed Celsius, Genesis, FTX, 3 arrows Capital to become crypto gangsters with nobody looking over their shoulder. But that is slowly changing. There will be a day when all FANG companies start holding BTC on their balance sheets and many central banks. It might happen sooner than most people realize. And with that comes more regulation because those big players were too late. When BTC does become an Inflation hedge, it will be so expensive the common person will not be able to buy it and take custody because transfer fees will be too high. BTC will probably go into backwardation with a 3 month wait time after purchase before it arrives in your US government approved exchange.

iDivideBy0

We will probably see them again yes. In the last bottom of the business cycle, even the almighty FANG stocks fell AT LEAST 50%. This was starting end of ‘22 and through ‘23. Now the s&p is at all time highs. Stay calm and remember it’s a cycle of ups and downs.

kpooo7

I’m in tech since mid 90’s my 401 is heavy in tech stocks, I am comfortable with bigger risk, bigger gains. I started buying BTC in 2021, people in tech lived thru dotcom boom bust, FANG growth - working for companies that are not profitable for options etc, doesn’t make sense they would be risk adverse to BTC.

rsa121717

Find 5-10 books about investment approaches, all written by different people who are credible/seasoned enough to talk about it. Take everything you read with a grain of salt, and find some consensus among contrasting ideas. Dont just read them, understand the theory and logic behind the ideas brought up. Pick out a few investments to build a foundation for your portfolio. These should not be things you expect to 10x over the next week. FANG, BTC, S&P, etc you get it. Invest in them at a time you deem good and let it sit while you study the market. Make excel sheets to simulate how theoretical investments would be doing had you bought x amount at z price. Once youre consistently doing well in these, start acting on them. It takes time and effort to be good at it. You might see people on social media turning 1$ into $20k in a month, but these people are few and far in between, and you dont see their misses. Only a select amount of people are ever fortunate enough to win the lottery with investing and make life changing money. Most people dont get rich that way, but instead through consistency. Consistently adapting and improving their methods, consistently bringing in more money

streetfightermz

Michael Saylor made the point that the obvious play between about 2010 and 2020 was tech monopolies... (he pulled in 500m from his mobile analysis) ie. FANG stocks... but advisors can't justify their meaty fee if their advice can inside a 160 character text message; they need to blather on and on and make it seem really complicated.

BitcoinBaller420

There’s a grain of truth in this, but imo it’s way overblown. It’s true that inclusion in the S&P will likely cause a small bump in share price due to some price insensitive buying. And it’s true this will allow MSTR some incrementally higher ability to buy more bitcoin. But the idea that this is going to create some positive feedback loop sending Bitcoin to infinity is unlikely. MSTR buying more bitcoin does not in itself make the company more valuable. Yes, a big bull run might triple the value of its holdings, and yes, the possible inflows to the stock would go up allowing them a bit more room to get levered.  Even a quadrupling of the bitcoin price wouldn’t put MSTR anywhere near the FANG stocks in market cap.  And this will work in reverse in bear markets.  tl;dr the effect is real but it’s more of an incremental change than a face melting feedback loop. 

nomdeplume_alias

All my liquid savings = put into BTC All my retirement funds = put into BTC under a Canadian BTC ETF (tax free gains) Mortgaged 70% of my house under a Home Equity Line of Credit = put into BTC (when rates were 2% - being killed ever since with mthly int payments) All previous stocks (FANG) cashed out = put into BTC So YA I'm with ya 170% YOf'nLO Avg Cost per BTC = $26k USD

greenappletree

Man I remember the stock market the day when Covid was officially recognized as a pandemic and the the airlines were shutoff- double digit percent drops straight for a week - every thing was being rekt includinc FANG - after a while was contemplating taking out a huge loan and going all in on leaps and etf but chickened out - then shortly the whole gme fiasco- what a crazy ride

Truffle_Shuffle_85

It's only about maintaining profits for shareholders with these big companies, FANG and otherwise. These companies still think that forever growth is the only sustainable model despite economic factors suggesting otherwise.

nergalelite

well of course, honest companies have very little room to grow in the US with the ceiling imposed by FANG lobbyists

Stoopiddogface

Nope, he'll never stop... Hrs either going to be the richest person to ever live, MSTR being worth more than FANG or nothing

uselessadjective

I have Directors and VP of a big FANG company telling me BTC is waste. What can you expect dude ? ######Its the old crypto joke, You don't anyone about ur crypto investments

mdcbldr

No question. Although not in the manner you seem to imply. Immutable, public ledgers have a multitude of uses. The business cases are immense. Eventually everything will be tokenizedm. The title to your car. Your mortgage, stocks, commodities. Etc. Imagine a token that has your car's ownership history, repair history, current blue book value, etc. All your info tied up with a neat little bow. Pharma will track raw material thru API production, tableting, shipping to the distributer, to the phsrmacy to the patient. The token will link back to the batch data. You have your meds and everything that went into it. There will be sp500 indexed coins, FANG coins. Banks will bid the LIBOR via Blockchain. They won't be able to manipulate the rate and take a trillion out of borrowers pockets like they did 10 years ago.

Pepageezy

I only hold FANG stocks and Bitcoin, we should survive any storm really

Future-Tomorrow

Investing in FANG is an exception.

1Tim1_15

"Quiet, you. Thou shalt not question ETH." Even worse, it is all but guaranteed to grow more centralized over time due to interest earning...much like our current, broken system of banking. And as for govts/corporations interfering? Nah,they wouldn't do that. Just ask any FANG company about how they tell govts to go pound sand and don't collude to trample our rights (for the slow: /s)

jps_

Web 1 started out to be a novelly "decentralized" network. It's in the whole point of the freakin' word: "web". The buzz (at the time) was that it promised to destroy the centralized monopoly of the telecom titans. It just enabled different titans. Some of whom turned out to be the same titans. Web 2 decentralized them. Although some of them still managed to slide over to occupy positions near the new center. Web3 will be no different. Sure... it will "decentralize" when you measure the center by FANG & co, currently holding center position. It will just form a new center, and that new center will be occupied, dominated, and monopolized. By some of the same. And then web4, whatever that it, will promise to decentralize that. "Plus ça change, plus c'est la même chose."

Harmonic_Strategy

>I want to thank you for a thoughtful discussion. I really appreciate your replies. Not too often can I receive a valid perspective with good ooints being made. Same to you! This has been fun and engaging. >I would argue, we have done exactly this before the 2000s and been plenty fine in the long run. This is a rather central disagreement between us. I think that recessions, while a healthy and normal part of the business cycle, can also lead to massive suffering and political instability. Hence policymakers should manage the fallout and stabilize asap. Like we tried not managing the great depression and it was *terrible*. I'm not sure what more I could say on this. >just poofed money into private individuals accounts Corruption is bad and if businesses misused that money, that should be investigated. But giving people unemployed people an income is good for the economy, they spend all that money which helps fuel local business. We do it anyways, covid was just a lot more. Covid without subsidies would have been **great fun**, eh? >how is the risk apparent (rather quickly as well) in a m1 scheme but not in m0? Invalid premise. There were no major problems with mo (other than moral hazard) and m1 as you call it. The risk of shit-tons of people being unemployed, unable to work, stuck at home angry is **very** apparent though. A lot of democracies fell to Communism or fascism through basically this process of economic collapse throughout modern history btw. >While increasing M0 supply has had little Tangible effects other than keeping bankers from being held accountable Economic meltdown is really bad, see my previous comment about our fundamental disagreement here. I just think overall that you really need to defend why the 2008 crash would have been better for everyone, had it actually been 100x worse. >We just started QT, so the question is, where did all the bad paper go that rising interest rates will start “calling” this bad debt? Your premise seems totally disconnected from anything I've read about this. Loans to businesses that went bankrupt have been handled already. Most of the money was supplied directly to people via subsidies , not loans. That has already circulated throughout the economy through normal business and stuff. Do you have a legit source? (No zero hedge please) >I’m more worried about bad inflation than inflation itself. Inflation isn’t always a bad thing. Is inflation from sending murder robots to kill enemies in far distant wastelands 'good inflation' ? What about sending mosquito nets to African villages? I don't really grasp your good / evil inflation concept. Inflation is just inflation no? >Well my theory is we will find out exactly what that is soon once these companies that got these products dumped on them realize they can’t service their loans due to these holes created by the same banks we propped up The world is not crypto. Stock market and commodity trading regulations are a thing. I think you're extrapolating crypto disaster / liquidity risk to the real world economy without taking into account the greater regulation that dirty fiat central authorities can enforce. >The ocean of easy money dried up and we saw just who was swimmming naked in the crypto space. This will continue to happen all over as rates rise The first sentence makes sense to me, not so much the second. Crypto is just filled with ponzi schemes and scams. You can't really compare it to stock in a company that produces and sells grain or railroad engines (although GME, AMC do blur that line). Crypto is uniquely and tragically malovolent towards the average investor. Sharks swim in the deep sea. >My question is, with all this bad debt and no way to truly know if the fed absorbed it all(which is another problem if they did). Who else is going to called if rates rise and hold even longer? Anyone who was making stupid bets with free money. This includes most of venture capital speculation, but probably / hopefully also entire departments at FANG like metaverse. It isn't necessarily all crypto, just those who were recklessly gambling on obscene leverage or stupid products or both. Probably btc and eth are fine but a lot of these embedded ecosystems are toxic nonsense. Some will go under just because lower price = lower fees, even if they played it safe. >. I mean we saw the worst inflation on record from just shifting the same policies form m0 to m1. Where the hell did that risk go from m0? >To me it seems like your argument tends to downplay that risk of not existing or being very little. Covid, suez canal, and now war in Ukraine had a little to do with that inflation. Along with tax cuts and other fun fiscal adventures mentioned above. >The FED painted itself into a corner. They probably should have raised rates a lot more for sure. Despite independence, they do face political pressure not to hurt the economy, which was probably too soft. >What these people fail to explain to me is how did we de-risk? I would like to challenge you to to find a single scenario in the past 100 years where someone successfully de-risked without putting their risk on someone else. The government basically bought all those subprime mortgages through TARP. They injected capital to the markets through QE. TARP removed the stuff at the heart of the problem from the market, which eventually recovered in value and was collectively profitable for the govt (icky but necessary, like a temporary nationalization of trash loans). The QE solved the trust and liquidity issues which stopped the economic collapse. Now those mortgages have been properly valued, and there are new rules (dodd frank) and new watchdogs (cfpb) to prevent that situation from recurring. The problem wasn't just the loans, it was the house of cards built on top through opaque and poorly understood, risky products (which were then collateral for yet other investments).

Lord-Dongalor

Her funds were outperforming everything. Including FANG. Cathie knows exactly what she is doing.

mashuie

Yes. Mostly BTC. Then once recession peaks, I rotate to crypto for bottoms. But for now, BTC, FANG, and stables/fiat.

coinfeeds-bot

tldr; Google has added a countdown clock to the search engine for “Ethereum Merge’s” current hashrate, difficulty, and merge difficulty. The addition showcases the level at which crypto has penetrated FANG companies and the number of eyes on The Merge. Google predicts that interest in The Merge will continue to rise in the days ahead. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.*

HadMatter217

Mostly because the vast majority of people don't care about crypto in any way. FANG companies basically have nothing to gain by pushing for a tech that people don't understand and don't care about.

Beatlone

crypto projects are a bunch of people potentially talented teams competing against each other. (Scams excluded which are probably the majority atm). Some of them will manage to be the next FANG. You cant predict but you can diversify and keep an eye on their progress. Of course, they are not decentralized and Btc is decentralized by accident and thats what makes it unique.

Percyheckendorf

Seeing how many growth stocks have followed btc down those losses (see FANG), that risk is shared. And they just don't have the money. The difference is that, if you understand growth dynamics in the stock market from that time, you would know that the free lunch is over. And while bitcoin has also benefited from that free lunch its not solely reliant on it due to it being global and scarce. Past performance means nothing of future, and if you think the stock market is reliable based on history then you don't understand the issues in the modern financial landscape because the present issues have never taken place before.

Federal-Smell-4050

Disagree, Coinbase, FANG etc would probably be more pleasant to work at all things considered

Mutchmore

Yet the people at the top sold us the idea of FANG. They scammed us all and get praised for it. Fuck this disgust me to so bad. Finance media are just the worst

milonuttigrain

About time for those ape pictures to get lost. Anyway I hope SPX can regain 4,000 and I can sell my biggest portfolio in stocks. All FANG and large corps but barely break even. Sold Tesla already at $740. A mother of crash is coming, it’s seriously overdue after years of economic mismanagement, printing money and unstable world conditions.

jefftopgun

I mean I hear ya, shit hurts but eth @ 4k was a last chance bottom before it rocketed to 10k, or so they said, dot was speculative, eth was supposed to be a FANG stock equivalent in the cryptoverse. Hell I had a small position in sushi @ i think around 8$ and was like it ran like a scalded dog to 16, no way its going to keep going....shit it just keeps going down. Got out around 4.50 and harvested some losses.

9999999910

Do you have experience buying FANG stocks or BTC? Can you provide some context on your observation? How has your path been seeking inflation protection?

AdeptnessForsaken606

Bitcoin isn't in a bubble the whole market is in a bubble. It's performance in 2022 has been completely on par with mid-high risk FANG.

5000submariner

But muh FANG...

UCFSam

Lol, yeah I canceled too. Price keeps going up, content keeps going down. $20 for the premium plan is about 2x of what it’s worth. I’d think we would be past the point where them missing earnings causes a Nasdaq selloff, but I think the computers will automatically sell FANG tomorrow.

No_Yogurtcloset_2547

Dont mind all the shitposts that dont even address the question. Most people are too young to have whitnessed the dot com bubble and have no idea what you are talking about. Others are just plain stupid. I think there are several big forces coming to play here. First, right now under PoW it is technically doable to secure several x the value of the network. E.g. eth can easily secure $1 trillion in Dapp value with a $100 billion network value. This vastly differs from PoS ethereum. The security model of a PoS blockchain greatly differs from its PoW twin so to speak. One cannot account for all the ramifications that we will come across once eth switches its consensus model. Depending on the free float vs staked ratio and the mere market cap, securing a $1 trillion network of Dapps with a $100 billion network value may not work out. Once the value you secure becomes x times greater than the money you need to put in to gain a 51% majority stake, the whole security model fails. However, since the security model is based on a reward (staking reward) you may incentivize enough entities to secure the Dapp value. It could be a self-reinforcing loop where more Dapps come to eth because its the most secure (like I said, PoS security depends on decentralization of nodes first and foremost but secondly also network value). Since more Dapps come to eth, the secured value on the network rises (Dapp value). Eth staking reward is paid in-kind which means the higher the value of eth, the higher value the rewards are. Since many Dapps run on eth and create utility, people start to trust eth more hence more Dapps come to eth and the value of eth rises. This circle may continue for quite some time. The moat is created by such a circle. Why build on something else than eth? Doesnt make any sense. The reason people do build on thing like cardano is that they want to copy cash cows like uniswap. The first to build a functional dex on ada can "IPO" and make lots of money. That's it. Any other L1 is basically the same, just a different color. SOL is centralized af, BNB too. ADA is decentralized but sucks on throughput and the eUTXO model causes other problems together with haskel. AVAX is a shitshow and all other L1 are smaller than polygon (a 2nd layer of eth). If you want a PoS chain with a functional security model and decentralization, eth is the only thing that really works right now and probably in the future as well. Its not sure whether it will work on PoS though, but apes in this sub wont understand it. Your concers are real, however I think the moat will represent itself when eth becomes the only chain that runs PoS with a serious Dapp ecosystem that creates value together with a functional security model + decentralization. Right now, everything that exists has barely zero real-world utility. Issuing bonds over eth which as been done by european banks is something I consider utility. Tokenized value I consider utility (= tokenized stocks, real estate, identity, information). Automation of clearing processes I consider utility. You cannot run these things if the chain doesnt provide a decentralized consensus layer and a functional security model. The big question will be whether people want participate in securing the value that's running on eth aka taking part in staking. Staking can create yields of several percent in-kind (in eth). This is a very strong reason to buy and hold eth and I do think that a PoW eth wouldnt be able to grow as big as a PoS eth. But you are right to assume that this can be achieved by others than eth of course. In fact, one could remove the decentralization part and rely on trust e.g. run a blockchain where top 10 companies are validators and data is stored in AWS or other cloud services. Then you could build a chain with a de-facto endless scalability which can grow with a couple zetabyte per year. In the end, no one cares about the consumer and the consumer himself is too stupid to understand the difference between FANG managing his digital ID, ownership and everything else or a decentralized network of nodes. In the end, people trust companies out of convenience.

Ayyvacado

This style of writing is unethical, persuasian through fear and threats. The world is no where near that bad and it is absolutely absurd to think that. Like you are mentally deranged. Go OUTSIDE and touch grass, get some air. SURE, FANG knows what kind of sick porn you watch, and when your birthday is, but have you ever been to the beach or eaten at Chipotle or hung out in a library reading a fantasy novel or talked with your friends on a hike? I swear, crypto nerds/maxis are the fucking worst. The world isn't ending because "the gobermempt" knows your address, please go and have a barbecue or visit San Diego or adopt a cat. Tons of ways to occupy yourself, but if you keep jerking off, then the government gets more and more dirt on you and you become more and more depressed.

DotNetRussell

NFT the technology is extraordinarily exciting and I know exactly what we can use them for. **Music artists/Movie Makers/Artist/Authors** \- Imagine being able to create a song, movie, or piece of art and be able to sell it directly to the consumer, prove that it authentically came from you, have a limited edition AND collect royalties, all without having to give some big FANG company a huge chunk of your sale **Video Game Consumers** \- Imagine being able to not just buy DLC and download it, but also then be able to trade it when you turn your console in. Sell your games along with all the content you purchased **Video Game Creators** \- Imagine being able to sell DLC directly to customers and know that they're not using a pirated copy of your software ​ **Real Estate Holders** \- Real estate and property deeds throughout the world are not as easy to track as they are in the United States. With an immutable blockchain deed transfer becomes trivial (don't lose your keys) ​ **Supply Chain Tracking** \- Imagine being able to confirm unequivocally that your diamond didn't come from a blood diamond or being able to trace your gold coin back to where it was refined. There's also other industries that'd benefit here like coffee beans ​ I'm super excited for the future of NFTs. There's a million ways it's going to be used in the near future

Fabulous-Net96

Saitama anyone? A former memecoin with a revolutionary product in Saitamask which is an exchange, swap, wallet, NFT platform (FANG), P2E game with Wolfcaster, as well as many partnerships (including Eagle FC). Still early and under a 1B marketcap, great tokenomics, with almost 350K holders. Have a look at SaitamaToken.com

admiralCeres

FANG buysBTC for balance sheet. Major US Corp begins to accept BTC. Country accepts BTC as legal tender. SEC allows BTC ETF. Almost any can send us higher.

PurpleSupermarket835

No FANG company will have anything to do with the Mouth of Colorado CH. Using sharding now when hydra was supposed to deliver. Maybe VB will let chuck carry his water when eth 2.0 ignites.

dsernst

Historically there have been basically two paradigms for bringing consumer software into the world: 1. volunteer non-profit open source software development, like GNU/Linux 2. for profit closed source, like most of big tech There are some nuances and edge cases that defy both of these, but this covers like 98% of it (1) the non profit paradigm usually has “we respect your freedoms” on its side, but is chronically under-resourced, under-maintained, etc. Eg think about how many consumers run Linux vs. Windows or Mac (2) the for-profit paradigm, when even semi successful financially, is typically massively \*over-resourced\*. Each of the FANG firms have 10s of thousands of engineers, and the scenes from HBO Silicon Valley of some of them getting paid 6 figures to play hackey sack on the roof are very real. The problem is, they not uncommonly abuse their centralized positions, and become gatekeepers (google search), massive surveillance operations, rent-collectors (iOS App Store) etc. “don’t be evil” is gone. Mobilecoin is pretty remarkable because it has managed to somehow thread the needle to get the best of both paradigms… (1) well-resourced R&D to actually be able to achieve the very lofty goals of privacy-respecting, non-custodial digital cash that “just works”. But ALSO (2) totally open source, cryptographically verifiable that it’s following all the rules, and worst case forkable, all to ensure everyone else can trust the network to actually run fairly w/o corruption

BITethADAdotLINK

It would be self-defeating, everyone must eventually learn that between the carrot and the stick with Bitcoin the stick is getting much much larger while the carrot, although getting fat, might be one of the vegetables (cryptos) in town before too long (assuming some similar type of tech wreck like we had at the turn of the century with FANG surviving while pets.com and a thousand others turned to dust... so will thousands of crypto coins, the sooner the better as real use case projects get fed that capital...

thetagodfather

You’ve got it wrong. FANG is the original term from 2013. The second A was added in 2017. You also got Standard Oil wrong, which only hit 1 trillion dollars (adjusted for inflation), not close to Apple’s 3 trillion+ dollar record. The only 3 stocks exceeding the FANG’s would be: Saudi Aramco Dutch East India Company Mississippi Company South Sea Company

graytleapforward

Markets not bad enough yet. Need some more panic... Russia invading Ukraine should do it, and an interest rate hike for the cherry...and bad FANG results for some chopped nuts

CyanideCandyx

Wow FANG is taking real beating

Tyroneus

Facebook is the most undervalued FANG stock. Your outrage and moral indignation doesn’t matter

greenappletree

For stocks there is FANG what you think of LAME BOD? Luna, atom, matic, eth, dot, one and dot

greenappletree

I think eventually we will see a group of FANG like crypto- maybe LAMBA? Luna, algo, matic, bnb, atom?

MrFlex21

What are the FANG' then?

ndgoLiberty

The problem with that community is they seem to think a couple million dollars is enough to live on forever, and at the same time believing that a fiat job can get them there before normal retirement age. 1. By the time they get to their goal amount of money it isn’t going to be enough to retire on anymore. 2. Once they realize this they’ll have to keep working a job that is paying them less and less as time goes on. 3. They are investing into a bubble market that is FANG+ stocks

blingblingmofo

If you think this space is anything like it was 4 years ago, I have news for you. Not saying BTC and ETH aren't the current "FANGS" of crypto, but id rather own the next FANG.

randomee1

Yes, the debasement of fiat forces normal people to "invest" in order to preserve their wealth. There is no reason why your grandmother needs to be investing in all manner of FANG tech stocks and who knows what else just to maintain her purchasing power. Its why stocks no longer operate on fundamentals or pay dividends...because they don't have to...the debasement of fiat has produced torrents of money flowing into the biggest shitcoin casino ever, aka. Wall Street.

randomee1

Its really amazing whats happening in crypto world these days. The reverberations of @jack leaving twatter are huge. Its seeping out into "tech bro" universe that FANG is dead and new frontier is crypto (bitcoin). Retards like the author of this drivel have largely missed out and in 5 years their kids will gargle liquid shit for .0000001 BTC in tips to survive. Nature is amazing.

bowtothehypnotoad

This is how I feel about FANG energy, I’m up like 130% on natural gas stocks and options even though I hate the industry

evoxyseah

That’s one thing too. I saw a tweet where the FANG companies are hiring Haskell developers. Some example includes, Twitter, Amazon, etc…

Drspaceman1717

A healthy balanced stock portfolio… S&P 500, FANG stocks, global, blue chip, mid cap, small cap. Only need to check it quarterly… damn I miss that!

eve_of_distraction

Genuinely curious, why don't you invest in FANG stocks or Tesla?

eve_of_distraction

>No one every made stupid money over a 10yr period investing in S&P 500 FANG on the other hand... 😏

shostakofiev

It's not the only asset out there, it's only the most obvious. During the dot com boom there were tons of companies that could have made you rich, but good luck picking them out. In the last decade, the FANG stocks could have made you rich but it always seemed like they were as high as they could go. And everybody knew about Tesla, but it didn't seem underpriced before it took off.

eve_of_distraction

Tons of istitutions still on the side sidelines. Think FANG, we have only seen Tesla so far, I suspect another Silicon Valley giant announcing allocation would drive us past 100k fairly rapidly. Then we have the big funds. Not the hedgies that have been trading it since 2012 but the big boys like BlackRock. There are still regulatory barriers to navigate before large pension money can begin to be allocated. GrayScale ETF will be instrumental. All this will drive a storm of retail fomo with enourmous leverage much like late 2013 and 2017, but on a larger scale.