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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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 →