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Taking Q's for DCA (Patreon)

Published:
2025-09-29 01:00:34
Imported:
2026-06
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Content

Our Tom is back :D

Some topics to get the wheels running - drop your top hot Qs below.I will review every single comment tonite and choose the best ones

1) what is in store in Q4

2) Post-rate cut performance & Bitcoin cycle

3) S&P 500 post-cut patterns

4) Breakdown of the traditional 4-year cycle vs. new dynamics

5) Trading the trend & relative strength into alt season

6) Identifying strong assets before alt season

7) Barron’s Roundtable vs. reality

Files

Previews only

Comments

Zexia

I am deeply concerned about Solana ecosystem coins. Bonk is essentially the only coin within 20% of ATH. Everything is down over 36%. Jupiter which is 10th closest to ATH is down 78.9%. If Solana’s future depends on the performance of its ecosystem coins it feels like we are in grave trouble. Proove me wrong?

JP

Do you think Bitcoin price is lagging the QQQ is because significant amounts of investment has rotated out of BTC and into AI? If so, is it likely to rotate back to BTC?

Ocean_Sky

James, we're mid-30s with two kids in Australia and have been following you on Patreon for about a year (wish we'd found you earlier!). We've been sitting on a large cash reserve to enter the property market, but we've reconsidered - we'd rather invest for growth and continue renting. We're in a neighbourhood with all our family close by, and buying would mean leaving that support system. Current allocation: Cash: 38.5% Crypto: 25% Superannuation: 20.6% Tesla: 9.2% Spaceship GrowthX: 2.9% ASML: 0.8% Microsoft: 0.8% NVIDIA: 0.6% Alphabet: 0.4% Amazon: 0.3% The challenge: everything feels expensive to deploy that cash right now. We already have significant growth exposure, but we know sitting in cash long-term is losing to inflation and achieving financial freedom is important to us. Two questions: 1. Would you suggest dollar-cost averaging that cash into AI stocks over 6-12 months rather than trying to time a better entry? 2. Given our life stage with young kids, should we even be reducing cash this aggressively, or does having twins change your typical allocation advice? We're comfortable with volatility and have stable income, but obviously want to balance growth with not being completely reckless with two little ones depending on us. Any advice, would be greatly appreciated.

blue otter

James, you've compared the gold e t.Fs, a lot with the b.T c e t f's introduction... Are there any correlations with the gold ETF's way back when... where they pulled back for a period of time or they short term peaked?

Jim The Pilot

Hi James, I'm exploring pair trading with LEAPS and would love your insights. I hold 3 TSLA $240 Call contracts and 2 TSLA $300 Call contracts, both expiring Dec 17, 2027, currently up 132% and 56%, respectively. My plan is to exercise these at expiration to acquire TSLA stock, funding it by selling my MSTR shares. Is this a viable pair trading strategy? Also, as a long-term pick, what are your thoughts on SMR (NuScale Power Corp), a company developing small nuclear reactors, as a potential "diamond in the rough" over the next five years? Thanks!

BluegrassBaron

$nvts for energy efficiency long term… backed by $nvda. $nvts chips makes energy consumption more efficient. Would love to see analysis here for leaps.

WStally

Hello James, Thanks for all you do. I’ve been retired for 12 years after CHF 2011 (heart transplant) 2022. My wife has one year before she retires June 2026. So together with my SS $3k and her salary we started accumulating in 2021 lost everything except our BTC Roth IRAs with the Voyager debacle. We were impressed with your Answers and narrow focus and have since accumulated: Bitcoin - 3.35 Solana - 580 @$19 thank you! TSLA - 200 401k - $150k MAG 7 - $80k How is our retirement picture? SS $3k & spouses $6k pension Expenses 8k including mortgage $2k - With our goal to pay off the mortgage the day she retires $89000 (Solana) - and no debt. Thoughts?

Stephanie Teri Najor

What single investment opportunity would you prioritize today for the fourth quarter?

Rex

Please explain FORD-Forward Industries. Market cap of $44.4 million. But I read that they have the largest Solana Treasury of 6,822,000 SOL valued at $1.4 billion? What is the disconnect?

WiseOldBird

Will Gold continue to outperform BTC while BTC market is manipulated? What regulation and controls need to be implemented to reduce manipulation of BTC market and allow more countries and companies to buy BTC?