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Here are the top themes for DCA - thank you all for the feedback

1. Bitcoin price predictions and market outlook

- Price targets for Q4 2024 and beyond - Fred says 100K right after election 

- Potential for a blowoff top  

- Impact of ETFs and market manipulation


2. Altcoin season and specific altcoin questions

- When altcoin season may start

- Thoughts on SOL, SUI, JUP, PYTH, APT or other specific altcoins 

- Best altcoins to invest in now and are most of the gainers gone?


3. Stock-related questions 

- MSTR and TSLA - which is your fave 

- Hopes for ROBOTAXI event? 

- MSTR https://x.com/invest_answers/status/1843129503373275318

InvestAnswers (@invest_answers) on X

Imagine when enterprises wake up to the fact that CASH is TRASH and discover the Infinite Money Glitch with #Bitcoin —aka the $MSTR playbook! #Bitcoin #MSTR #InfiniteMoneyGlitch @saylor

The Koreans are looking at MSTR? https://x.com/ryQuant/status/1842956839446892857

Ryan (@ryQuant) on X

“I don't think it would be strange at all if [mNAV] goes up to 10 during this cycle.”


4. Macro factors impacting crypto

- Geopolitical events over ? (Middle East conflict, elections) Trump looks like he has PA and if true he wins by my math. 

- Interest rates and monetary policy - strong jobs means rate cuts less?

- Inflation outlook - OIL 

5. Portfolio management 

- Quick check in on Asset allocation strategies

6. Technical analysis

- Wyckoff method analysis from Marty - do Mando and CTO believe in Wyckoff? 

7. Regulatory and adoption questions

- Custodia Bank Impact of ETFs and institutional involvement

8. Team-specific questions

- Investment strategies of each team member recap - folks wanna know

- Price predictions from each member 

9. General market questions

- Months are different and cycles are left translated for now… when Equilibrium and when supply crunch? 

- Potential black swan events 

- Long-term outlook for crypto - will we run till Nov 2025? 

Comments

Frank

I have a question. I have been following JUP and lately the correlation with Solana is very very high. But staking Solana is around 7% apy, meanwhile JUP is going to give 18% just in the last 3 months due to ASR, isn't it a much more interesting bet than what we are really paying attention to?

MBMBZ

Hi James, first of all, thanks for all yr work and sharing of so important info we get in this channel/community. I really appreciate it, wish I had known of it earlier. It has been key for my investment decisions here in Brazil, specially with MicroStrategy, Sol and Tesla, which we can buy/access through B3(Brazilian stock exchange). As Tesla event getting closer, can u compare to us the use of FSD with supervision (paying Tesla the 100 monthly fee) to just the use of a Tesla with FSD but not supervised? I think that will help to understand better the possible mass adoption of this service on the existing cars and new sales and its impact on future gains/price of Tesla. I just saw a Cybertruck in São Paulo last week, but probably an independent importer. We don’t see Teslas on the street here , and they are not available for sale unfortunately .

Boring

Anyone seen Industry on HBO?

Ryan

MSTR is ripping

CryptoPirate

MSTR at 180 some profit taking?!?

Wicksley Snipes!

My partner watches that. I watch occasionally. Pretty good, I think, as far as shows go. Not much time for TV. Unless it’s TView.

Buzzbomb

Anyone layering out MSTR? What % of your position. I'm thinking 25%

Info

James, could you please comment on this video that exposes many questionable aspects of SOL? The criticisms appear to be backed by research. I have a large position in SOL and I wish to protect it. Thanks. https://www.youtube.com/watch?v=eZ_rghR5u_A

F101

How overbought is MSTR today. ? That is real alpha needed. Right now

Wicksley Snipes!

PSA: If you have a question for James’ esp if you’re new and haven’t seen all the videos (like some of us have 😳) I recommend this: **Use the search bar on James’ creator page. It will help answer a lot of questions, as it does for me/us**