bitcoindata21

It's easy enough to say bitcoin or crypto or stock markets are going to go up.
But that doesn't just mean buy the popular thing or what sounds the best.
Asset selection is the difference between wiping your net worth, and retiring multiple generations ahead of you.
That's still the case in a bull market. It's also the most underappreciated aspect.
Timing the market won't mean anything, for example, if you only make +10% Vs 10,000%
Choose wisely.

What are you most interested in, when following me?

Sometimes the market gives great opportunities, like a crypto treasury company trading at 0.40 mNAV.
I can't accumulate fast enough, before the re-rate.

Which would you rather buy?
AI datacentre stocks (formerly bitcoin miners)
OR
Bitcoin/crypto treasury companies

All of the FUD in the last few months was nonsense when you realise whats happening in AI:
1/ Hyperscalers revising capex upward
2/ GPU contract pricing in Contango
3/ Datacentre builders getting improving deals over time