The first, Technical Analysis – This is the most popular and most seen and works best for short-term traders.

The second, Fundamental analysis. This is the study of Companies individually. This is a best for a longer term approach. Especially if you believe in Knowing what you own belief is at your core. More money is made here than the other styles but requires patience and longer time lines. If you look at the wealthiest people in the world. Bill Gates of Microsoft, Mark Zuckerberg of Face book. Warren Buffett of Berkshire Hathaway, Jeff Bezos from Amazon and there are many more. They took big concentrated positions in an area they know well, believe in and have strong conviction and then hold for years and even decades to one position.

The third, the Macro approach viewing global movement of money and into the most timely performing countries and industries. Best applied to benefit from sector rotation and to apply long-term trend following Continue reading →

The US government has been exploring different ways to add Bitcoin to its reserves in a budget-neutral manner, aiming to avoid direct taxpayer costs

President Trump has already established a Strategic Bitcoin Reserve via executive order, which is being initially funded by existing government Bitcoin holdings. The order explicitly states that the Treasury and Commerce Departments are authorized to develop budget-neutral strategies for acquiring additional Bitcoin, ensuring no incremental costs are imposed on American taxpayers.

It is anticipation that the US administration will make decisions in this area in the next 60 to 90-days. Continue reading →

The emerging thinking is that, buying Ethereum is like buying “The Internet” upon which all current world internet applications operate.

Ethereum can Flip Bitcoin!

Ethereum is Hot. The headlines above are beliefs held by Ethereum Maxie’s. Come to your own conclusions. I have seen too many incredible things happen to ignore these comments yet enter with a “show me” attitude. Decide for yourself, but don’t dismiss the possibility without hearing the story.

The video below is Lee’s case for Why own a Ethereum Treasury Company or Ethereum itself.

His basic reasoning is the Genisis Act recently passed in the USA, launches legal and regulatory approval for the application of Self-acting, Smart contracts. These contracts will be used in 1) stable coins and 2) embraced by Wall street and the financial banking system as the Infrastructure of finance. Continue reading →

• In the last 13 years, the Bitcoin index (in USD) had a compound annual growth rate (CAGR) of 99.25%, link to source
• 10 years ago: If you invested $1,000 in Bitcoin in 2015, your investment would be worth $408,108. source link
• If you invested $1,000 in Bitcoin in 2010, your investment would be worth about $1.07 billion.Jun 30, 2025. Source link same as above “10 years ago.”
• Although 14% of U.S. adults overall report owning bitcoin or another cryptocurrency, the rate varies significantly by gender and age. Ownership is much higher, at 25%, among men aged 18 to 49 than among men aged 50 and older (12%), women aged 50 and older (9%) and women aged 18 to 49 (8%).Jul 22, 2025.

Continue reading →

I: Bitcoin Benefits from Deployment of AI & Robotics
      Jordi Visser with Anthony Pompliano
II: Gold is under Consistent Demand Exceeding Gold supply – Whose’s Buying?
      Joseph Cavatoni with Kitco NEWS
III: Part I – Bitcoin completed Legislation Passed, Stable Coins as solving US Debt Problem.
      Mark Moss persentation
IV: Part II – Bitcoin and Gold as the Relief Valve for Rising Inflation
      Government’s intent to Prevent Inflation showing up in Energy, Food & Real Estate.

The current Administration has set policy, passed legislation and taken actions to enact its policy. Trump’s administration has 3.5 more years to enact Continue reading →

When evaluating “companies,” it is important to know something about the people involved in managing or supporting the actions of management. Below we share with you some of the Bitcoin Treasury companies that LOTM finds interesting or owns. We also link some of the key people involved with the individual companies. Part of our selection process when buying companies is to identify the people involved at the company level. We also note who they reference and might be in their network. We want to own and associate with successful people in the areas we invest.

Companies on the Bitcoin treasury List below that LOTM finds interesting or owns*:
#1 Strategy (formerly MicroStrategy) $371.90 MSTR – Michael Saylor
# 2 Mara Holdings (MARA*) $15.65 Fred Thiel
#3 Twenty One Capital – XXI (CEP, soon to be XXI) $27.55 Jack Mallers, Softbank & Tether and Cantor Co-founders
#4 Bitcoin Standard Treasury Company (CEPO $10.93, Continue reading →

EQX is a hold based on the quant system at Seeking Alpha. LOTM believes EQX quant rating are set up perfectly for a one-year to three-year triple in EQX’s price. Here is my logic.

Note the Valuation, Growth and Profitability rankings below – they all look pretty good to me. The Revisions are bad (down) because the short term problems at Greenstone that are likely fixed or will be soon. The Momentum Ranking is a very big deal at Seeking alpha. I don’t know its weighting in the five sectors but I would not be surprised to learn that Momentum is weighted higher than the othere four ranking in the over all picture. As a value company buyer first and also seeking long-term capital gains I love this quant reading. If I bought today and sold a year plus from now I would expect at least a double in the share price. The stats metrics from Finviz are below the Quant ranking that follow immeditally below. Continue reading →

• Account I – Single stock account. This simply means we might go down to one single stock position on our path to compounding to One Million$ value. Currently the account has four positions. The timeline goal is one double a year for the account.
• Account II – ZTA – Multi-position focused Portfolio Account

I: Make a Million$ Club (M&M Club)

Goal: Achieve 11 doubles, at a rate of one per year to build the account above $1 million dollars after tax.
Starting Date: July 22, 2022
Starting Amount: $1,000 with no money added. For your personal account, contributions to the account will increase the rate of compounding. We are big fans of dollar-cost-averaging (DCA) – even if trading. Catching long-term trends is how one goes about creating wealth.
Perspective: The mental perspective for this account, the money at risk is what you have contributed. The rest is score keeping in the Game of Doubling. Patrick Ben-David provides the game outline – LOTM provides the ideas for the double. Our LOTM goal is to profile for Companies/Stocks that are in position to double in price within a one year time-line. Getting you to trust the process is one of our goals. Many times we buy when the market has hate, fear or apathy towards our ideas. Ride the Continue reading →