Daily Digest Becomes Nuggets of the Week (Patreon)

Summary of InvestAnswer's Nuggets (thanks, Josh, for collecting)

Trading and Investing

• Bear Market: Investing is a blood sport. The minute you think it is easy is the minute you get your ass handed to you. Be humble. Respect the markets.

• MSTR/TSLA: I wish I’d put all my retirement money into TSLA instead of splitting it 50% with MSTR. It is still a testing account for the Rotation Model. Key learning, we should have sold all in Tax Free account move to cash and waited..... deploy today... but hindsight is always 20/20 vision.

• Nancy Pelosi: If you’re unsure, copy Nancy Pelosi’s trades. She never misses.

• Rotation Model: My team’s still working on the rotation model. It is proving to be a VERY tough nut to crack. I guess that is why it has never been done before. We will get it ready soon. My only issue is I’ve got tons of ideas but I do not have very much time left.

• Cash Update: I am 13.5% cash. I’ve been stacking cash for the past 6 months. I think in cycles and slowly preparing the market downturns and or the next bull. I firmly believe 85% that this bull run will continue but there is now a 15% chance no we already saw the top.

Altcoins

• Alt Season: There’s always an altcoin boom somewhere, but 99.5% of them are worthless. This is why I don't chase dreams and I focus religiously on allocations and balancing risk and reward. Get rich slowly, everybody.

• FUN Daily Active Users Fact - DAU: ADA had 400,000 daily users in 2021, now it’s down to 25,000. ETH had 1.5 million in 2022, now it’s at 400,000. The old chains appear to be shriveling up.

• Rate of Growth: ETH’s drop doesn’t matter. What counts is how fast one blockchain grows—it handles 75% of transactions and users. It is called SOLANA and despite the price action no other chain comes close. Fantom rebranded to Solo or something... it has half the daily active users of ADA - and as I say, the last ditch effort is always rebranding as a way to survive. Rebranding 80-90% of the time fails. Meta is a great exception. What happened to the Meta verse anyway? :D

MSTR

• Kicking Myself on MSTR. If it was not for taxes, I would've been out at $550 and I tried to sell the Calls at that level, but nobody could fill the volume. I already had a large tax obligation for 2024 and did not want to exacerbate it given my extremely low MSTR cost basis. I am still kicking myself. Having big tax obligations can perverse your investing decision-making. RULE - NEVER GO BROKE PAYING TAXES

Bitcoin

• Fort Knox: If the gold in Fort Knox isn’t real, Bitcoin’s price will skyrocket. It’d prove Bitcoin’s better than gold by 10 or 100 times.

• Potential Top: There’s a 15% chance Bitcoin and SOL have already peaked.

• Morale: Bitcoin’s up 6x from the bottom but morale is very low.

Tesla

• India Production: Tesla might start selling cars in India by April. It’s the third-biggest car market globally.

• Price Drop: I’m happy Tesla’s stock is dropping now—it’ll pay off big in 2026 and 2027, like Elon predicted. I am enjoying the FUD Storm and $300 is a gift.

• $215: I don’t think Tesla will drop to $215. We’re less than 16 weeks from some big moves.⁠