Hard sell off on rising tensions between China and USA

Written 10/13/25 edited and added to 10/19/25 (seperated below)

  • Comments on China and USA trade relationships
  • USA has moved toward a digital financial system While Chiona/BRICS is focused on Gold backed Fiat System.
  • Digital Asset Treasuriers (DAT). LOTM is focused on multiple DATs mentioned below.
  • SharpLink (SBET*) Price is attractive with excellent leadership – recent offering announced 10/16/256 above the market by 12%!

Friday’s (October 13sell-off reasoning was given to China’s imposing new trade restrictions or requirements on rare earth minerals and increased costs to dock in Chinese ports. President Trump in turn, responded by Continue reading

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Gold & Bitcoin as Best Performers

Four plus years ago, LOTM moved to a barbell portfolio approach. Crypto/Blockchain (tech focused) and Gold & Silver (hard asset) are the two ends of the barbell. As the chart above shows we did a good job, though it was not Continue reading

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Difficult Choices!

LOTM is heavily werighted in

  1. Crypto/Blockchain and Precious Metals. Both Sectors are HOT.
    BUT
  2. Energy and BioTech are starting to emerge from Stage 1, base building chart patterns, and move into stage two chart patterns. Do we sell some or all of the first group to position into the groups that “appear” to be leaving their basebuilding patterns?

Our answer is that we are reluctant to leave Crypto/Blockchain and Precious Metals, but – we have identified a few undervalued companies (multi-baggers In My Opinion) in the Energy and Biotech sectors that we really like at their current prices. Therefore we are beginning to slowly add some names in a soft Continue reading

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Positions and Performance dated September 22, 2025

M&M Club

$1000 to a Million goal started July 20, 2022 – with $1,000 and no money added.
Goal is to double the account annually. 10 double over ten years is more than a million dollars. Do the math, to prove it to yourself and make it more real!
Positions currently held as of September 22, 2025.

A screenshot of a spreadsheet

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Changes in the Let’s Make a Million$ Club

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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Timely activity or news in these companies:

  • 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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Why Invest in a Solana Treasury Company?

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

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Silver Mining Sector Emerges as Clear Winner Amid Production Expansion Wave

August 25, 2025
Physical Silver PriceA graph with lines and numbers

AI-generated content may be incorrect.

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

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