Monthly Archives: April 2026

Date: April 30, 2026

Written April 27, 2026 Reasons for considering Lien Chicago Atlantic BDC: The dividend is attractive: about 14% annualized Revenue has been strong: Increasing 1,653.42% over the past 3/5 years and up 151.5% TTM Earnings are strong: Increasing 137.2% TTM Margins … Continue reading →

As of April 2026, Strategy (MSTR) remains the top Digital Asset Treasury (DAT) offering the greatest overall leverage to a move in Bitcoin (BTC), largely due to its unprecedented, aggressive use of permanent capital—specifically, its massive perpetual preferred stock issuance—to fund Bitcoin acquisitions. While … Continue reading →

Those of you who have read this blog know the LOTM macro theme is focused on three areas: Crypto/Blockchain – this is an early stage – probable decade or longer expansion trend. Scarce Natural Resources with a focus on Gold, … Continue reading →

The largest subnet of Bittensor, Templar, has withdrawn from the Bittensor ecosystem with negative price reaction in the price of Bittensor. This negative price action in Bittensor will impact xTAO Inc (XTAIF*) as they are the largest public company owner … Continue reading →

Dated March 2, 2026 Neptune (NPPTF*) is a self-described, concentrated “fringe” asset treasury Company that trades mainly in Canada.