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All my TSLA stacking is beginning to pay off... MSTR now 33.8% and TSLA now 33.4%... nearly matching. Remember that the TSLA position is options-heavy, so if TSLA spikes, so too will the performance. As price increases, the value of the puts I sold decreases (a good thing), while the LEAPs I bought appreciate (a good thing).

SOL has also popped, and it is now catching up to BTC in terms of allocation... I foresee it will surpass the Bitcoin load

Still waiting for the window to unload my Bitcoin Miners... but my DRIFT JUP and HYPE positions will soon be a lot larger than my Miners. Proceeds from miners will go into Tesla.

Big Picture

I am 92.7% in 5 items MSTR TSLA BTC SOL and NVDA

Remove NVDA I am 87.7% in these 4 items.

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ChatBTC

42% Tesla after MSTRs last push up to $400+ 😯

iroc007

I waw gonna say will these miners ever pump or will we continue to get diluted? Im thinking the hpc narrative will cause them to pump? Why has CEP been weak?

3324

BTCUSD/TSLA is my currency

Crypto-doodle

James- These portfolio summaries very helpful to see how you’re moving to your endgame. 👍🏻

Darth Bitcoin

My main bags are IBIT, MSTY, ULTY, SOL. I sold my BTC so I could get IBIT and then double my IBIT holdings by buying an equivalent amount on margin. This doubled my BTC equivalent. I use the monthly dividends from MSTY to pay down the margin loan and margin interest I used to get more IBIT. I use the dividends from ULTY to generate weekly cash flow and build cash reserves. My SOL I stake. So I basically doubled my BTC holdings with no cash out of my pocket and am paying it off with the cash generated from MSTY dividends. I thought of buying more IBIT each month from my MSTY holdings but I want to be conservative and pay down margin loan for a safety net and to be able to pounce on opportunities as they arise using margin money.

Coop

Oh man… I can’t wait to say: “I have proceeds from $CLSK!” lol. I really don’t think it’s ever going to happen. It’s a broken stock completely decoupled from BTC. I will NEVER touch the miners again

Step Ahead

James you have to get some Galaxy Digital GLXY… that puppy will be palantiring in no time!

S N

This shows your ultimate dedication James. Something that we all can learn 💯❤️. Thanks once again!

Jelly Beans

Sol seems like a small percentage?