This account has been quite for awhile. Our Trade into Healwell AI has not worked the way we expected. Nothing wrong with the company – just seems to be a large over hang on the share price that needs to get off loaded. We not waiting as we see an immediate opprtunitity in Galaxy Digital (GLXY*) and SharpLink (SBET*) . See our recent email sent last week and our post to the website for our comments. I believe we will finish the calander year 2025 on a strong note led by gold, silver and crypto. The money supply is still expanding globally and especially in the USA. This sets the background as positive for Risk Equities.
Our perpformance has been laging our goal yet beating the market. In all probability we will return to Healwell AI (HWAIF*) in the future. They are doing very well at the company level, but have an overhang with the stock issues to deal with.
I also like DeFi Technology longer-term yet see a “need” for account performance. I think this can come from Galaxy and SBET. Therefore we added SBET* as a new position and added some shares to our existing position in Galaxy (GLXY*)
We are behind our goal of doubling the account annually. The move today is made with this in mind. In other related accounts that are more diversified, we still own DeFi Tech (DEFT*) and Healwell AI (HWAIF*).

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• Galaxy Digital (GLXY*)
• Sol Strategies (CYFRF* – soon to be STKE)
• Sharplink (SBET*)

LOTM has taken the view that Crypto and Blockchain is the most timely and important techologies of the next decade. It is still early to get involved with crypot & blockchain.

• The entire financial system is being put on-line.
• Everything of Value will be tokenized (put on-line)
• While AI will change the world, AI Bots will use and incorporate crypto and blockchain as its tool in automate (smart contracts). Appications using Crypto and Blockchain will literally explode.
• Crypto & blockchains are now revenue generating assets – no longer just encrypted formulas that don’t do anything. Revenue falls under the wording of staking (lending), re-staking and valadating. In the future, AI Bots will be common Doers of Tasks that humans don’t need to do. Payment for these tasks will be in digital currencies (crypto).

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Public Companies mentioned in this collection of publicly available articles gather from multiple sources:

• Sol Strategies (CYFRD*) – rumored acquistion target – see below
• Upexi (UPIX*)
• DeFi Development (DFDV*)
• Galaxy Digital (GLXY*)
• Crossover Holdings (KIDZ)
• Sharps Tech (STSS)
• Trump Media & Technology (DJT)
• Strategy (MSTR)

One of the questions frequently asked about Crypto coins is what is the fundamental, real world reason to invest on Crypto? Continue reading →

August 25, 2025

Physical Silver Price

VANCOUVER, BC, Aug. 25, 2025 /PRNewswire/ — USA News Group News Commentary – Silver miners are using 2025’s price gains to expand operations and make acquisitions, with some analysts calling it the sector’s biggest growth cycle in more than a decade. Earlier this year, the Silver Institute Continue reading →

What is presented below is not new. Cathie Wood has been evangelizing this concept for more than the past five years. It is good to review this as LOTM has bought into this concept completely. Our approach has been a barbell investment approach with one of the five technology approaches fully embraced and Natural Resources as the other barbell –

Crypto/Blockchain as one barbell and Natural Resources with a focus on Gold Silver Copper and recently Natural Gas as the other barbell.

As Cathie projects, these five technologies are converging whereas the five emerging technologies in combination act as a catalyst, accelerating the advancement of all the emerging technologies.  Continue reading →

Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation Sigel talks (linked below) about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.

Matthew Sigel, Head of Digital Assets Research at VanEck talks with Anthoiny Pompliano link.
August 20, 2025 – 48 minutes

I came away from this interview with the following thoughts.

VanEck Onchain Economy ETF (NODE)

NODE is perfect for the investor who wants exposure to the Digital Transformation that is happening in a passive way yet has an active portfolio manger managing this particular Theme through NODE. This fund also hold companies that are not directly related to the Crypto/ Blockchain world but will benefit from the development of Crypto / Blockchain. This woukd reduce the volatility factor Continue reading →

New Found Gold on our Active Buy List

• Americas Giold and Silver (USAS) $0.94
• New Found Gold (NFGC) $1.60

New Found Gold and Americas Gold & Silver share the same Chairman, Paul Huit and the same largest shareholder, Eric Sprott.

Hi Everyone. The technical reading for the one-year chart pattern of USAS are showing the possibility of the stock entering a correction. Fundamentals for USAS are strong. The outlook for Silver is strong. 82% of USAS production is in Silver. Management is first class, honorable and proven. Most of the longer-term readers know LOTM had exposure to Karora Gold which was bought out by Westgold Resoiurces (WGXRF) in August of 2024. That was a very successful position for LOT from our LOTM stock “discovery” price in 2020 to our acquisition by the Westgold sale date. The management team at Americas Gold & Silver, led by Paul Huet, is the mangement team that led Continue reading →

A LOTM, Trade-half/Own-half Idea

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