1Semana·

Pipe burster or tenbagger

As I know that many people here are invested in $3350 (-1,79 %) I wanted to ask you for your opinion. I am also invested to a small extent and am rather skeptical. This is primarily due to the general negative development in the Japanese economy.

Rising inflation, a dramatic contraction in economic growth of over 2% and the imminent end of the zero interest rate policy are not necessarily a good basis for alternative investments. Add to this the falling Bitcoin prices. I am therefore considering closing out the position, as I see a sideways movement at best in the near future.

What do you think?

37 Comentarios

Alpalaka@Alpalaka

1Semana

Out with the critters

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SanSebastian@WarrenamBuffet

1Semana

I think that when Bitcoin picks up again, Metaplanet will also pick up.

It probably also depends on the position, it doesn't hurt me, if you're in it big, it probably depends on how big you are in the red and how high the further drop could be...

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Kate🦋@Iwamoto

1Semana

I think we might have survived the worst and I see it similarly to @WarrenamBuffet. Of course if I had a time machine I would cancel the purchase but for now I'll wait and see

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SanSebastian@WarrenamBuffet

1Semana

@Iwamoto I'm already in for the 2nd time and have made good profits, I'm back in with a little less. So if the thing goes to 0 I'm still slightly up, so I'm relaxed ;)

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Daniel@Daniel1212

1Semana

I got in at just under €2.5 and the losses are therefore manageable. For me, it's basically my bet on Bitcoin and I'm definitely holding it.
Basically, I am personally absolutely bullish about Japan and Asia in general. This is mainly based on the unpopular conviction that they are way ahead of the rest of the world in terms of innovation, work ethic and, above all, migration. That is why I am now 50% invested in Asia. So far, everything is going very solidly and I see this increasing significantly over the next 10-20 years...

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Tigawutz@Tigawutz

1Semana

at the moment i would rather stay in, unless you are looking at minimal losses and see significantly better return opportunities

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Chris@Multibagger

1Semana

@Tigawutz That is exactly the case. I'm 15% in the red. But I also have a small savings plan. But maybe I'll keep the position and just stop the savings plan.

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Tigawutz@Tigawutz

1Semana

@Multibagger the 15% is quickly recovered. but I would also stop the savings plan

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BoldTake@BoldTake

1Semana

Sounds silly, but Japan has had a rather deflationary environment for years, so I suppose inflation is desirable. Interest rates are not being raised enough to become a real investment alternative.

But I'll be honest with you: I'm not invested because of Metaplanet's business model. I'm investing because I believe that every gambler will buy the stock again as soon as Bitcoin rises.

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TradingHase@TradingHase

1Semana

I remain invested and think that the share will head north again as Bitcoin rises.

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Tenbagger2024@Tenbagger2024

1Semana

@PikaPika0105
What is your assessment of the Japanese macro level?
I'm also personally interested.
Should I perhaps wait a little longer before investing in Japan?

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TradingHase@TradingHase

1Semana

@Tenbagger2024 I'm curious about that too. Please keep me informed.
I am only in Japan with one ETF, but it has been very unexcited where things got more turbulent.

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Tenbagger2024@Tenbagger2024

1Semana

@TradingHase
Can you send me the ETF?

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TradingHase@TradingHase

1Semana

@Tenbagger2024 $IJPN

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Tenbagger2024@Tenbagger2024

1Semana

@TradingHase
Fine annual performance

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PikaPika0105@PikaPika0105

1Semana

@Tenbagger2024 The macro level and Nikkei 225 companies are not overly correlated now. The economic situation in Japan is tense, but rather promising. Inflation has been back for a few years (currently seen as a problem, but actually important) and wages are rising. The policies of the new coalition government are also much better (very liberal economic policy, socially rather nationalistic and resolutely against illegal migration, very strongly committed to education, mixture of active pragmatic industrial policy and very high research spending.....). The government and the prime minister in particular enjoy very high approval ratings and are therefore capable of taking action. Many reforms are being or have already been initiated, including internally at companies. There are still risk factors, of course. The high debt burden itself is not so problematic (hardly any foreign debt), rather the increased interest rates (dilemma of fighting inflation and keeping the interest burden low). The strong tensions with China and the US tariff policy are also negative influences. But none of this has any influence on whether specialty chemicals, semiconductor equipment, deep-sea cables, Nintendo consoles or anime productions (etc. etc.) continue to sell, if you know what I mean. So winners remain winners and in my opinion you can always invest in them. However, I would be very careful with companies that are very active in China, as tensions are not going to ease and China is getting bolder and bolder.

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Chris@Multibagger

1Semana

@PikaPika0105 Do you have an opinion on $3350 in this context?

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PikaPika0105@PikaPika0105

1Semana

@Multibagger not an investment for me, as I am generally skeptical about the real value of crypto. They are one of the largest Bitcoin holders in the world, but they also bought everything at the high. If you believe in Bitcoin in the long term, it might be a cheap alternative to MicroStrategy, but definitely not for me. Japan really has more to offer.

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Tenbagger2024@Tenbagger2024

1Semana

@PikaPika0105
On my buy list is $7012
They have a drop in profits for next year. After that, however, they will increase significantly. I think that the increase should be reflected in the share price next year.
Do you have an opinion?

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PikaPika0105@PikaPika0105

1Semana

@Tenbagger2024 We've written about them before and I explained why I see a lot of potential.

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Tenbagger2024@Tenbagger2024

1Semana

@PikaPika0105
I also dealt with this at the weekend.
I'll post about it in the next few days
I'm just wondering whether now is a good time to buy

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Ver todas las 12 respuestas adicionales

toscho@toscho

1Semana

If BTC rises again, many will jump on the bandwagon again ... it's just a gamble. As long as you only hold a
small position, then you're happy when it explodes and if it crashes downwards, you shouldn't be too worried about it in your portfolio. I think that's how you should deal with such shares.

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Nemesis1990@Nemesis1990

1Semana

I'm down 30 percent, but I'll stay invested anyway, wait and see, in retrospect it probably wasn't the best decision to invest. As soon as my minus is over, I will sell .

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Keineui@Keineui

1Semana

I would wait and see what the regulatory authority in Japan decides. If they kill the model then out. If they confirm it, the price will go up again.

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Thom@Depot_7777

1Semana

I also think that was the bottom for now. Anyone who makes the bet on $BTC, even in the long term, which I do ...

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