MARA Holdings* – A Stock of Interest

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Bitcoin Viewed from Technical, Sentiment and MoneyFlow Perspectives

Comments of Gold Included

Below is a view centered around a six-month forward perspective on Bitcoin. We are taking into consideration Technical Indicators, Sentiment and Money Flows. Later in the writing, we add in Michael Howell’s “Declining Liquidity” outlook arrive at the most likely probabilities.

Bitcoin (BTC) is currently trading around $67,000–$68,000 (as of March 3, 2026), down ~47% from its all-time high of ~$126,200 in October 2025. It has been in a multi-month correction amid geopolitical tensions (including the ongoing US-Iran conflict), macro headwinds, and a broader risk-off environment. Here’s a structured breakdown from the three requested perspectives, followed by a synthesized 6-month outlook (through ~September 2026). This is not financial advice—crypto is highly Continue reading

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Comps and Projections for Galaxy Digital, DeFi Technologies and CoinShares

  • Galaxy Digital (GLXY) $20.59
  • CoinShares (CNSRF) $8.10
  • DeFi Technologies (DEFT) $0.68

Comparative features of the Asset Management Divisions

The division that each of the companies share in common is their Crypto Asset Management division. Therefore, we thought it helpful to shares these operations as a starting point.

As of early 2026, Galaxy Digital (GLXY) remains the largest Crypto Asset Manager of the three by total assets, while CoinShares (CNSRF) maintains a dominant European presence, and DeFi Technologies (DEFT) is the fastest-growing in terms of product variety. Continue reading

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LOTM Research Notes March 1, 2026:

  • MARKET ROTATION HAPPENING – WHERE TO BE POSITIONED?
  • Where AI and Blockchain meet: Bittensor (TAOUSD) $175.00

MARKET ROTATION HAPPENING – WHERE TO BE POSITIONED?

AI’s Expansion Is Dependent on Crypto and Blockchain

Artificial intelligence cannot achieve meaningful expansion without the foundational support of crypto and blockchain technologies.

Why Is This the Case?

Time: Traditional financial systems are unable to keep pace with the rapid changes driven by AI agents. The transition from fiat currency to stablecoin payment systems, along with the tokenization of a wide array of assets—including stocks, bonds, commodities, currencies, real estate, and retail transactions—is now in full effect. This shift enables transactions and processes to occur at speeds and levels of automation that traditional finance cannot match. Continue reading

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Summary of EQX and BTG recent earnings.

Past is the Past, We only Look Forward – common saying of Vietnamese people and a cornerstone in their culture

The next year is very bright for both Equinox Gold (EQX*) and B2Gold (BTG*)

Skate to where the puck will be, not to where it isAttributed to Wayne Gretzky, former hockey great.

Equinox Gold (EQX) $15.40 Continue reading

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A Slow Motion Portfolio Management Strategy

The Stock Market can be broken into Eleven sectors. These sectors and their one-month, three-month and twelve-month performances are shown below.

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Is ProShares Ultra Short QQQ (QID) at a Point of Change Alert?

We are seeing a potential moving average cross oversold 21-day MA crossing above the 50-day MA.
ALSO the Three Best Interviews of last week!

6-Month QID with 21 and 50-day moving averages (MA) & with waxing and waning moons Continue reading

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Real World/Real Time Examples of How Crypro & Blockchain are Impacting Traditional Payment Systems.

Large retailers such as Walmart may cut or even eliminate payment processing fees. This is resulting in literally billions of dollars of cost savings for Walmart. Meanwhile, companies like Fiserv, which provides payment services to banks, might lose revenue from credit card processing but benefit from direct-to-bank payment systems like Walmart’s OnePay.

Any questions on Crypto or Blockchain disrupting Traditional Finance can be set aside. Crypto and Blockchain are so deeply embedded into the Financial system now, it is impossible to stop the transition. The important questions are – Who benefits the most? – Who can adapt to the change? Who will go out of business because of the transition to Crypto & Blockchain?

As the top 10 global retailers begin to bypass traditional bank settlements using blockchain-based rails, the role of traditional banking Continue reading

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