IA Portfolio Update (Patreon)

Interesting - SOL Strategies has now surpassed my total Bitcoin mining stock holdings by nearly 15%.

MicroStrategy (MSTR) has fallen below 50% of my portfolio again... after I added a bit of Tesla (TSLA) - planning to buy more if there's a dip. Both spot Bitcoin and Solana (SOL) are neck and neck. As forecast, It looks like MSTR is in a quiet period - Saylor doesn't seem to be selling today.

The AI BlackSwan event really hammered the AI Sector and high-performance computing miners. Iris Energy (IREN) dropped 29% since Friday. I regret only selling half my IREN at $14.11 - should've sold it all. Just as a reminder, my remaining IREN shares make up only 0.00045% of my portfolio, so it's pretty insignificant. I'm still mostly invested in CleanSpark (CLSK) and look fwd to shedding when BTC breaks a new ATH and miners recover a bit. Miners are great to buy in the bear market but suck to hold late bull. Rem a cut throat business.

This was the IREN trade alert from December 4th

IREN 29% haircut since Friday.