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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Crypto miners are deeply oversold and set-up for a rally – Which one is Best for you?

Crypto / Blockchain Application ETFs are very different from each other when looked at from what they own. Some focus on crypto miners – some focus on asset management companies and others look at traditional companies that are using Crypto applications already. Others look at owning companies that have Bitcoin Treasury reserves. There are many different perspectives on how to approach this sector.

In this report we will provide our views of five Crypto-Blockchain Application ETFs
VanEck – DAPP $9.33
ARK-21 – ARKD $36.56
Invesco Alerian Galaxy Crypto Economy ETF (SATO) $14.01
First Trust SkyBridge Crypto Industry and Digital Economy (CRPT) $12.62
Bitwise Crypto Industry Innovators (BITQ) $14.12
Global X Blockchain ETF (BKCH) $34.02    Continue reading →

Technology changes but the Human Condition never changers 😊

Success in life is as simple as
1) knowing what patterns, you are looking for
2) recognizing patterns before others – AI makes this easier, but you still need to know what pattern you are looking for. To keep things interesting, there are multiple successful patterns. They rotate over time. Conclusion, is there is no one single successful pattern as “the constant.”

The First Baseline Truth of Investing:
Human Behavior is the most consistent of all patterns. We are programs to fight or run when threatened. Most of us choose to run. It is hardwired into us for our survival. The trading markets are counter intuitive. Success in the market is watching for fear, starting to buy in late apathy stage and early greed stage. Continue reading →

30% correction in Crypto Related Stocks
Six that are Ready to Rally

MARA Holdings (MARA*)
Galaxy Digital (BRPHF*)
WonderFi (WONDF)
Hut 8 (HUT)
CleanSpark (CLSK)
Hive (HIVE)

LOTM believes that since 2022 year-end we have had two waves higher in the Crypto/Blockchain stocks. This “correction” sets us up for the third wave higher before a longer-term correction.

The Crypto/ Blockchain industry has a decade or more of a rising tide looking forward. As we have just experienced, however, corrections happen along the way. The names above have yet to rally off their over-sold condition. Continue reading →

Seven Stocks with Breakouts Moves above Their 150-day MA

A cross section of companies LOTM tracks. Some we trace more closely than others. We have large caps like Intel and tiny higher risk illiquid companies like mining exploration companies – Hot Chili & Silver One.

I left for Vietnam to have some medical work done and just before leaving my computer crashed. I lost my email list until I return and recover the email addresses. If you would like to receive emails between now and April 15^th, please send me an email to AccessVietnam.Tom @ gmail.com Close the spaces around the @ sign.

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One-Year – Five-year & Ten-year performance
QQQ – GDX – Physical Gold & Bitcoin

Numbers in the charts below will be slightly different then the grid above due to time (less than one hour) selected. The price leverage over longer time periods make a big difference. It is important to understand this benefit of long-term position building due to the human desire for excitement and drama fueled by the swings between fear and greed, that drives us to trading Vs long-term position building. Continue reading →