IF International
IF International
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As a six time chapter 11 bankrupt, we can only really be sure of Trump looking to protect his own interests regardless of larger effects on the crypto or financial markets. Battle lines (like policy) can change at a whim, the fallout when measured against personal gain irrelevant. Bitcoin always volatile, always narrative sensitive... Trump just a blip in a far bigger, and longer lived picture.
The minute you classify yourself, you expose yourself to risk.  The ability to blend all aspects of your strategy (i.e. Regions, sectors, asset classes, instruments and strategies) offers opportunity for profit and protection.  Mixed methodologies, patience and a wealth of learning born from our mistakes (which we will always make) are key to short and long term wins.
Market Cap..... Market Share. Which of the two will be the more indicative in the years to come?  No question Nvidia is here to stay as a market leader and innovator, but the smart money will look increasingly at the company's dominance in terms of Market Share in the long team. The surge will settle, competitors and innovators will become more prevalent. Eyes open in the AI space for these players...
No tricks. Buzz words, raging trends, rogue styles and all of the other gimmicks have been ubiquitous in markets for as long as there have been those trying to negotiate them..... Discipline, attention and versatility are the qualities that separate those who mange risk profitably from those who make bets. Tortoise and the hare.... For sure, slow and steady / boring.... definitely, but never lose sight of the prize. There is an important reason losers far outnumber winners in this game.... The decision to accumulate wealth at an ever increasing rate or Get Rich Quick is a major part of this statistic.
Last blast before some serious gasps... The company has been propped by State and Federal Gov't subsidies, tax-credits, research grants, reduced registration programs and a raft of additional supports for years.  These programs (and an almost cult like Musk following) pushed the company's initial rise, but the space is changing rapidly and Tesla is revealing serious cracks. Always a trade play, always volatile... A long term proposition most certainly. But not without some pain on the way.
The 'contango' state of the Gold yield curve over the last 20+ years reveals a simple fact.  Never buy on hype, never sell on news.  Slow accumulation and a long, long term mindset create an income producing hedge that diversifies, protects and enhances returns.

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