Author Archives: Tom

Negatives: 75% of loans have high concentration in the cannabis infrastructure Private credit investments are currently out of favor. It is a Small-cap company with little following. Positives: Distribution is covered by earnings 99.5% of loans are composed of senior … Continue reading →

Dual Framework: Anticipatory Stage Analysis + Strict Weinstein Confirmation Market Context: Targeting AI/Crypto/Blockchain Trend: Buy Stage 2 (Advancing) – Sell Late Stage 3 & 4, Accumulate late Stage 3. Interpretation: Markets remain in an early-stage uptrend where positioning ahead of … Continue reading →

The relationship is increasingly seen as circular and symbiotic rather than one-way. Both arguments make sense depending on which “bottleneck” you are trying to solve: 1. Crypto Enables AI (The “Resource & Trust” Layer) Crypto provides the infrastructure for AI … Continue reading →

The major Benefit of Blockchain and Tokenizing physical assets is that it can increase the security aspect of ownership while eliminating the cost of Middle-men. Difference between owning Tokeneized Physical Gold Vs a Gold ETF or owning and storing Physical … Continue reading →

Should I own gold or Bitcoin?                     It’s a question that has its different sides BUT, the real question is – When should I own gold or bitcoin? Below is a … Continue reading →

Week Ending: May 3, 2026 Market Context: Crypto/Blockchain Trend: Stage 2 (Advancing) Liquidity: Expanding Risk Appetite: Risk-On (Early Phase) Interpretation: Markets remain in an early-stage uptrend where positioning ahead of broad participation is critical. Who is in Stage two now!

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 →