🚨 Beware of investing in the next big thing...
Source: CB Insights
$RIVN (+5,16 %)
$ABNB (+3,68 %)
$CPNG (+0,67 %)
$SNOW (+0,59 %)
$COIN (+0,27 %)
$NU (-0,2 %)
$RBLX
$PATH (+3,5 %)
$HOOD (+3,38 %)
$AFRM (+3,63 %)
$PLTR (+6,35 %)
Postes
184🚨 Beware of investing in the next big thing...
Source: CB Insights
$RIVN (+5,16 %)
$ABNB (+3,68 %)
$CPNG (+0,67 %)
$SNOW (+0,59 %)
$COIN (+0,27 %)
$NU (-0,2 %)
$RBLX
$PATH (+3,5 %)
$HOOD (+3,38 %)
$AFRM (+3,63 %)
$PLTR (+6,35 %)
In the last bull run, Bitcoin broke through the 20 day SMA (blue) on the daily chart several times and tested the 50 day SMA (yellow) line. If we close several days above the 50 Day SMA, then we could see a similar behavior of the Bitcoin price as 4 years ago until it goes higher again in January and February. That's the theory, but of course nothing is guaranteed. Historical patterns are sometimes broken.
I remain curious and am eyeing a (re)purchase at $COIN (+0,27 %) , $MSTR (+8,98 %) and of course $BTC (-0,13 %)
(Not Financial Advice)
I have already trimmed my $MSTR (+8,98 %) and $COIN (+0,27 %) positions and opened a small position in $HOOD (+3,38 %) for a bit of long-term investment.
Nothing wrong with $MSTR (+8,98 %) but I considered it as selling $BTC for over 250K.
Completely out of $AMAT (+0,53 %) instead, I focused on only $ASML (-1,59 %), might add $AMAT again but for a better price or better market conditions.
I recently bought $MU (+2,58 %) because it is extremely undervalued, I will add more after earning which is in 2 days.
Buy List for 2025 at the right price
Selling 2025
ETF's that I will keep DCAing for 2025
any suggestions are welcome
No inclusion in the S&P 500 - These stocks are now plummeting! $COIN (+0,27 %)
$TTD (-2,1 %)
$APP (+5,4 %)
Investors are fleeing the stocks of their recently celebrated favorites such as AppLovin or Coinbase on Monday. Double digits at times!
Summarized for you
Investors flee AppLovin and Coinbase shares.
AppLovin and The Trade Desk fall sharply, up to -17.5%.
S&P 500 rebalancing influences share prices significantly.
In contrast, shares of Apollo Global Management and Workday gained as their inclusion in the S&P 500 was announced. Workday gained up to eight percent on the trading floor. $APO (+0,24 %)
$WDAY (+1,08 %)
Robinhood
$HOOD (+3,38 %) -CEO Vlad Tenev said:
"We are already reaching half of the trading volume of Coinbase
$COIN (+0,27 %)although we operate exclusively in the US 🇺🇸 and have less than 10 % of the coins listed there."
Podcast episode 67 "Buy High. Sell Low."
Subscribe to the podcast to keep Bitcoin rocketing.
00:00:00 Bitcoin, MicroStrategy, Coinbase
00:23:00 BlackRock
00:32:40 Nu Holdings
01:01:00 Alphabet & Meta
01:26:00 Unity Software, AMC, GameStop
01:38:50 Thomas von Finanzfluss, MSCI World & EM
Spotify
https://open.spotify.com/episode/373hy6ZTbixJ6jB4effhlc?si=U_f7l6tRQwy0z184kew35Q
YouTube
Apple Podcast
$BTC (-0,13 %)
$MSTR (+8,98 %)
$COIN (+0,27 %)
$BLK
$NU (-0,2 %)
$GOOGL (+0,94 %)
$GOOG (+1,03 %)
$META (-2,23 %)
$U (+0,33 %)
$AMC (+1,27 %)
$GME (+2,79 %)
$IWDA (+0,23 %)
$EIMI (-0,21 %)
#finanzfluss
$SPOT (+0,22 %)
$AAPL (+1,34 %)
#podcast
Coinbase
$COIN (+0,27 %) has announced that Apple Pay
$AAPL (+1,34 %) can now be used for all fiat-to-crypto purchases via the Coinbase Onramp.
Photo: Coinbase
Month in review Moonvember 🤑💰📈
Total portfolio
+€232,900 book profit
+44% monthly performance
757,700€ Total portfolio size
Securities
+€ 165,300 book profit
+43% monthly performance
554,000€ Depot size
Cryptos
+67,600€ book profit
+50% monthly performance
203,700€ Depot size
Largest positions
+160% Coinbase-OS $COIN (+0,27 %)
+116% MicroStrategy factor $MSTR (+8,98 %)
+56% BEST (crypto) #bitpanda
+53% Bitcoin $BTC (-0,13 %)
+52% Palantir $PLTR (+6,35 %)
#pltrgang
+27% MicroStrategy-OS $MSTR (+8,98 %)
+25% Robinhood lever cert. $HOOD (+3,38 %)
-3% AMD $AMD (-0,35 %)
For comparison
+4% S&P 500
+3% MSCI World
-2% MSCI Emerging Markets
New all-time highs again for Palantir and MicroStrategy. Perhaps my best trading month in almost 14 years on the stock market.
>> Are you ready for Bullcember? Which stocks performed best for you in November?
$COIN (+0,27 %) In the last 3 years my Coinbase position from 4% to 28% due to acquisitions and profits. The position is a proud 350% in the plus. As I continue to see long-term potential in this company, but do not want to hold the position for long at this size, I now need an exit strategy concept. Here are my thoughts:
I want to keep about 20% of the position as a long-term investment. So when do I sell my 80%? Approximately at these dates:
-> 20% at 120K Bitcoin
-> 30% at 140K Bitcoin or on 01.03.2025
-> 30% at 180K Bitcoin or on 01.06.2025
I am setting these points under the assumption that not only Bitcoin, but the entire market jumped at this price or at this point in time, which drove up the figures at Coinbase, not only the turnover from transactions, but also the number of users and the subscription and services turnover.
What do you think? I am always happy to receive feedback.
$BTC (-0,13 %) - the largest companies in the world when it comes to $BTC (-0,13 %) in the balance sheet.
$MSTR (+8,98 %)
$MARA (-3,48 %)
$RIOT (+0,64 %)
$TSLA (-4,58 %)
$COIN (+0,27 %)
$HUT
$CLSK (+0,75 %)
$SQ (+1,31 %)
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