$Coinbase Global, Inc.(COIN)$ I sold COIN too soon after the December top, now trying to cost average back in. Lesson learned here. With MSTR, I did the opposite, opened a position during the January pullback and adding a share on every down day since. Both in the black, but MSTR doing better. I think Bitcoin goes to 6 figures this year. US dollar printing to fund the deficit aImost assures it, especially after the Bitcoin halvening. Bitcoin now has a stock to flow ratio better than gold. Both of these stocks have a lot of Bitcoin on their balance sheet, esp MSTR. I think these stocks, along with Bitcoin etf's are a better long-term tech bet than NVDA, which is likely prone to double-ordering and China geopolitics. AI is also going to take a whole lot more net additional energy than Bitcoin, contrary to what many people believe. We currently don't produce enough electricity for all the AI chips being produced.

Anyone interested in Bitcoin or crypto who hasn't read Lyn Alden's book Broken Money should order it today. It's a compelling look at the history of money and why Bitcoin will make a better reserve currency than the US dollar or gold. She also talks about the difficulties nations will have in stopping it because it's decentralized. I'm buying with more conviction after reading it. When I read the Bitcoin bears' opinions, they usually don't understand Bitcoin and haven't read enough history on the British pound or US dollar, which have been decimated time and again through debasement.