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Updated HODL Model for all the changes this week (Patreon)

Published:
2025-07-21 18:49:22
Imported:
2026-06
Tags:
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Content

Changes for MSTR, RIOT, GNS, etc

I do not have GLXY confirmation of additional BTC unless they are OTCing it!

Files

Previews only

Comments

Ike44

Might have to add Trump Media $DJT to your list. It is now 5th largest corporate BTC treasury.

Theresa

Can you add KULR to the list? It's taken a beating

GM

DJT 🚀☝️🇺🇸

Gone With TSLA

SMLR is the cheapest BTC proxy right now. I am buying as much under 40 possible.

Michael
>>181221453

Good idea. I did that when Mara was negative nav. Smlr was so cheap in June though. I’ll nibble and wait for a trade alert for something else.

Michael
>>181218552

Yes please. I’m DCAing. It’s the only proxy that hasn’t ripped.

Chewie

We need separate pure plays of Strategy and Strategy-esque ones like Metaplanet, ALTBG, SWC etc, Vs companies with BTC in Treasury, some of which good companies, some failing rubbish ones. Those aspects more important. Then it becomes speed of stacking among pure ones. That's where the potential gains (& risks) are.

Alaka

Sorry, but where is CEP? it disappeared from this list 🤔🤔

PakeTrofits

GLXY is OCT’ing that coinage

Fdx

Hi James and team, There's a company called sequins communications SQNS that quickly jumped to the top 25 of BTC treasuries. The nav premium is around 1,6. Wonder if it's worth having a look at it. Many thanks 🙏