Comments on three Uranium/Nuclear positions and on two newly acquired positions in Bitcoin Treasury stocks.

For forward Information: LOTM does not have a very big positions in the Nuclear industry.

Accounts related to LOTM own small positions in:

• Cameco (CCJ*) $57.40
• VanEck Uranium & Nuclear ETF (NLR*) $95.77
• BWX Technologies (BWXT*) $114.74

We are treating the three companies as one industry focused position. If we see weakness in the general market that causes us concern, we will sell these position very quickly to reduce margin. We might sell these three if we see something more interesting as well. News out of D.C. has these stocks strong at present. These are some of the highest quality ideas in the Uranium/Nuclear space. Continue reading →

High Volume Breakout on news of NASDAQ Listing on May 12^th 2025

LOTM is sharing this not as a news pump but as a reason to celebrate.

Congrats to those of you who bought DeFi and held or added to the position during the March market correction. The same goes for Galaxy Digital (BRPHF*) – Galaxy will begin trading on the NASDAQ on May 16, – four days after the May 12^th listing of DeFi Tech on NASDAQ.

This is a goal reached, and a project completed – Anticipating and seeing Galaxy Digital and DeFi listed on NASDAQ. I absolutely believe Bitcoin and Crypto are still in their early days – early years. There will be fireworks in the stock price as we approach the listing dates. Much of it may be priced in now. Over the next month or two, don’t be surprised if there is a price pull back in each companies’ stock price. Decide this weekend what, when and how you are going to react to every scenario that may present itself. Selling some shares to celebrate and enjoy the fruits of this project is warranted. Continue reading →

BitBonds for refinancing Treasury Debt

Bitcoin Treasury bonds may help US refinance $14T debt — VanEck exec

“BitBonds” would allow the US to save money to refinance $14 trillion of debt even in a scenario where Bitcoin “goes to zero,” VanEck’s Matthew Sigel said.

April 16, 2025 CoinTelegraph
VanEck’s head of research has pitched a new type of US Treasury bond partially backed by Bitcoin to help refinance $14 trillion in US debt.
Matthew Sigel pitched the concept of “BitBonds” — US Treasury bonds with exposure to Bitcoin — at the Strategic Bitcoin Reserve Summit 2025 on April 15.
The new 10-year bonds would be composed of 90% traditional debt and 10% BTC exposure, Sigel said, appealing to both the Treasury and global investors.
Even in a scenario where Bitcoin “goes to zero,” BitBonds would allow the US to save money to refinance an estimated $14 trillion of debt Continue reading →

I: How Expanding Global Liquidity Could Drive Bitcoin Price to New All-Time Highs
April 16, 2025 = Written by Mark Mason for Bitcoin Magazine
Bitcoin’s price trajectory is once again capturing headlines, and this time the catalyst appears to be global liquidity trends reshaping investor sentiment. In a recent comprehensive breakdown, Matt Crosby, Lead Analyst at Bitcoin Magazine Pro, presents compelling evidence tying the digital asset’s renewed bullish momentum to the expanding global M2 money supply. His insights not only illuminate the future of Bitcoin price but also anchor its macroeconomic relevance in a broader financial context.

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ZTA One-year performance:

In ZTA, we have added to positions in Galaxy Digital (BRPHF*) and added a new position in digital assets, Bitwise 10 Crypto Index (BITW*). In Galaxy we added 1000 shares to a 4000 share position. I believe the selloff in Galaxy is over-done. Good news is within three weeks when Galaxy becomes listed Continue reading →

A big difference between Physical Gold and Bitcoin is that Bitcoin has a hard cap on its supply of 21 million Bitcoins. As the gold discoveries below suggest, there is no hard cap on the supply of Physical Gold.  

Our plan with Gold is to slowly harvest profits from Gold miners and rotate into Copper & Silver Miners and Bitcoin. Bitcoin because of its hard cap and growing adoption by governments and institutions. We like Silver and Copper because of its demand for the re-industrialization of industry in America and the need to rebuild the USA grid system. In addition, demand for copper and silver for use in Solar, Robotics, Electronics and Auto industries is large and growing. Regulatory approval time to bring on new supplies of copper is longer than for gold.  Continue reading →

• Galaxy Digital*
• WHAT IS THE TRUMP GAME PLAN? – Mark Moss
• Bitcoin Is Primed To PUMP As The Dollar Collapses – Jordi Visser
• Leading holders of Bitcoin Treasury Reserves of Public Companies

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