QID is a 2X leveraged, Short ETF designed for benefiting on the downside action of the NASDAQ 100 (QQQ). Intended for short-term trades, its performance declined significantly as the QQQ rebounded after the March 2025 flash crash. According to Stage Analysis, we are looking at Stage Four, the declining stage, and Stage One the basing stage. With the price now above declining trend lines, it Continue reading
Below is the chart of IBIT, the BlackRock iShares ETF for Bitcoin.
The bottom four studies are a various form of indicators related to answering the question – Are larger share trades on the Buy-side of the trade or the Sell-side of the trade.
For clarity purposes the four indicators are 1) OBV – On Balance Volume, 2) Chaikin Money Flow (CMF), 3) Balance of Power (BOP) and 4) TSV – Time Segmented Volume.
Based on network activity and adoption trends through early 2026, Solana (SOL) and Hyperliquid (HYPE) have emerged as the fastest-growing altcoin networks over the past 15 months.
Top Growing Altcoin Networks (Oct 2024 – Jan 2026)
As part of a new approach to LOTM information, we will share charts of positions held and of LOTM companies of interest we may not yet own. We will post this update on roughly a four week cycle. There will be few comments. Most of you can read a chart by now and come to your own technical conclusions. There will be very little on the Company, Products, Capital Structure, Fundamentals or Valuations. We are available by appointment to share verbal thoughts and comments for subscribers of LOTM.
Our three-year-performance of companies held in one of our accounts related to LOTM is below. Most of these names are in this portfolio. Our focus over this period has been a barbell approach between Precious metal miners and Crypto/Blockchain related industries. We have recently added Income producing companies as long as the dividend is above our cost of borrowing. We now consider our approach a triangle focus between these three investment themes. Currently our cost of borrowing at eTrade is about 8.9%. The Income producing company charts are Continue reading
Comment: in terms of traditional performance, we look good. In doubling the account each year, we are in our fourth-year. Starting with $1,000 in July of 2022 we hit our goal in the first year of $2,000. We hit the second goal of $4,000 at the end of our first two-years. It took us about 15 months to hit our three-year goal of $8,000 (October ’25). The price sell off of Q$ ’25, in what we own, set us back to Continue reading
Several large financial firms have recommended holding more than 0% of Bitcoin in asset allocation models, typically in the range of 1% to 4%, depending on the investor’s risk tolerance. Firms like BlackRock, Morgan Stanley, Bank of America, and Fidelity Investments have provided specific guidance on incorporating Bitcoin into diversified portfolios.
Institutional Bitcoin Allocation Recommendations
Major financial institutions generally recommend a modest, conservative allocation to Bitcoin, acknowledging its high volatility while also pointing to its potential diversification benefits and long-term growth prospects.
Financial Firm |
Recommended Allocation |
Publication Date |
Bank of America |
1% to 4% |
December 2025 |
Morgan Stanley |
2% to 4% (for growth portfolios) |
October 2025 |
Fidelity Investments |
2% to 5% (up to 7.5% for younger investors) |
March 2024 |
BlackRock |
1% to 2% |
Early 2025 |
Morgan Stanley Takes Crypto Mainstream in 2026
Morgan Stanley is actively pursuing the launch of spot Bitcoin (BTC), Solana (SOL), and Ethereum (ETH) Exchange-Traded Products (ETPs)/ETFs in 2026, filing for these with the SEC in early January 2026, alongside plans for crypto trading on their E*Trade platform and a new digital wallet, signaling a major move into regulated crypto for the firm and broader institutional adoption. Continue reading
