Paarslaars

I'm much more conservative, thinking $150k-$200k. Will start reducing my exposure (now 60%) around $150k.

Leak Reveals Trump Crypto Bombshell As Bitcoin Suddenly Surges Toward $100,000 Price Crypto Czar

Yes but you don't have options on top of options. MSTR options are more interesting than IBIT options due to the volatility, I was assuming? Not an expert here, I'm not an options trader, I just sometimes buy leaps when I like a bit of leverage. I am curious to understand if the volatility that MSTR provides to the option market is an important part of its premium to NAV or not. Guess only one way to find out...

Won't that depend on the volatility? I thought the reason traders love MSTR is because it is more volatile than BTC itself.

Or they keep up appearence for the CCP in official communication? Dnno maybe wishful thinking.

So people who live more comfortable lives vote more to the left? Nothing new there. This election was won based on the economy, people voted with their wallets. Poor people will vote for change from the current goverment that created high inflation and increased povertry, while those who have it good vote for status quo.

I recommend you sell some China positions.

Same here, I was a skeptic on BTC until I heard Blackrock was pushing it. Made me take a small position and do some DD based on recommendations here. Now it's 50% of my portfolio (largely due to gains but ok :)).

Man you really are a true democrat, anyone who disagrees with you has to be either dumb or evil... To anyone who wanted to discuss other trump trades: sorry I brought this one up.

Dems are not different, as hell bent on power ze Trump, just different agenda's. I would have always considered myself a democrat until they started pushing the woke agenda.

Mmm I look at this from an outsider but that was not how I experienced Obama vs Romney. I thought, compared to the last 3 elections, that one was actually quite civil and polite. To me it looked like Romney lost because there was not a single thing I can remember he actually stood for... Obama had a few things going for him, he also had class in the way he carried himself. I would even argue that using a smear campaign instead of running on facts, is what cost Hilary the election. She lost her own voters in the process of trying to make Trump lose his.

Was at a carnaval with my wife and family, you know, that wholesome stuff the dems despise these days. I like the Viking example, had the same thing in mind. Sure Viking might want to load up more, don't want to speak for him, but only up to a point. At one point, someone needs to buy into the story. Not to mention that it goes deeper, you need people to buy into every story of every FFH subsidiary because otherwise thoses businesses won't sell anything. The entire economy is based on supply & demand and demand is based on people buying into stuff... it cannot be easier to comprehend than this. It is always about people buying into a story. Look at Apple, millions of people in line to buy inferior hardware just for the story. Anyway, pretty much done with this topic though. I gave you my trump trade, do with it as you please. FYI: BTC is up 4% today and MSTR 16%, you can believe I'm wrong but with these numbers I love to be.

Trump got elected because the democrats are catering so much to the far left that they lost the center. Simple as that...

Well to your first point, you are using stock buybacks, which means you are replacing 'more people' in the BTC scenario with the company itself. Sure BTC cannot buyback itself but existing whales sure can accumulate further (as was the case for most of this year). In that way the analogy still fits... To your second part, I am comfortable holding BTC for 10 years, though I would likely reduce my MSTR position as the volatility during the bear run would hit me mentally for a large position.

That goes for every post in investment ideas when the poster is also a shareholder.

I hold BTC directly via an exchange (Bitvavo) and hold indirectly via MSTR and Metaplanet. All 3 combined are currently 40% of my portfolio (purchased at half of this value).

I rarely talk to anyone about BTC, simply wanted to state here it is in my opinion the best Trump trade. But yes Bitcoin adaption in society is in my best interest, also in that of society if you ask me. By the way, the only way anything goes up is if more people want to buy it... BRK can crush it at earnings but the stock won't budge unless more people buy it. Sure the earnings make BRK more attractive to buy but I would argue that our current economical climate also makes BTC more attractive to buy. I am proof of that, I am a late mover myself, only started reading/learning about BTC end of '23. People are catching on to its virtues more and more.

Buffet and Munger are very smart and experienced in a world that only knows stocks, bonds and the USD. They missed everything in tech for the past 20 years except for a bit of Apple, because they admitted they don't understand it. The only other big tech investment was IBM and that turned out poorly. These guys are good in businesses that they know and grew up with but they don't have a clue about how the world is changing. But let's not go top far off-topic here, my claim is that the most obvious Trump trade at the moment is (leveraged) BTC, we'll see what happens, no need to believe me now.

Doesn't that apply to any currency?

Not if used as a cash equivalent like people use bonds or gold today in portfolio's. You will be able to pay with it everywhere in time.

No need to buy Bitcoin, use an etf to stash cash and sell when you find something to buy. Unless you're here trying to question the whole BTC thesis? In that case this will take us too far off-topic.

Fairly certain BTC is a sure thing now. Seems like the most obvious Trump trade to me. Another ATH btw today... So use BTC instead of cash

Yeah they lost the male latino population with the woke shit.

I was making the assumption that when China is affected by tarrifs, the goverment will support the businesses even if it temporarily makes them take a hit. After all China has a long term plan while they US looks at the next 4 years, after that the tarrifs are likely gone.

While that only impacts export to.US, we don't really know what Trump is going to do here. Let's not forget he is president because people want to see things cheaper again... Making all imports more expensive is not going to get him there. In any case I do believe the chinese goverment is not just going to roll over in that case.