Some reflections:
After the Zama incident, if I buy any altcoins this year, I'll stun myself.
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Currently more conservative:
Mostly sidelined stocks—> Currently yielding 15% annualized return per month, offering both offensive and defensive capabilities. Also some inherited BTC.
Stocks—Still learning
US stocks: Added some Coinbase and Robinhood, Micron is still the largest holding. Only holding AMZN among tech giants.
Taiwan stocks: Added some PCB stocks yesterday, Nanya. Also bought some VIA Technologies.
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This year I'm waiting for the divergence to correct, and I plan to buy most of my holdings in Bitcoin, copper, and tech giants under 60,000, with AMZN being my only choice.
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Recent news is that SpaceX will merge with XAI. I wonder how this will affect Tesla?