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When Michael Saylor gets stuck into BTC again we will go up. All the Alts will follow BTC IMO. Too much s..t going on in the world right now
BITCOIN MINERS - MARA , ARB ETC DOWN 50-60 %, SO KR1 HANGING IN THERE QUITE NICELY.
Unfortunately, this appears to have lost momentum for now. NAV has gone up nearly 200 million dollars since November but SP receding once more. I now feel this will only really fly again with big BTC moves.
Tia still holding our NAV up strong but we would e more comfortable with another blockbuster or a more even spread on our top 10 assets
It has had a pretty good steady run without being too volatile. 75p to 80p is about right on a healthy pullback after hitting a pound. next move up would be around 1 pound 30p. until a more parabolic run comes in 2024/2025. i like the fact it is less volatile than the miners but still can move 100 percent up or more in a bit more time .
Hard to know, world economics looking a bit shaky - red sea affecting Oil prices,US election, China/Taiwan, Israel, could be a year for maintaining
TIA market cap a drop in the ocean compared with ETH etc. Still looks
the most exciting project in the top 100. But a drop into low-mid teens
would be very acceptable longer term, like pruning a healthy shrub, rapid
growth will once again ensue.
All I know is the share tripled in the space of a year, and is taking a breather.
The tripling process is a multi decade one for the vast majority of FTSE
constituents, and many will never experience it so a brief nap for KR1 is quite
in order imo. Bear in mind also, we are safely out of crypto winter, but the
crypto spring we now encounter is a volatile period. Some days feel like
summer, others still more like winter. Looking forward to full-on summer
and getting some blatant ramping in place overseas. There's no way I could
emulate KR1's skill in picking the right DOT parachains to buy and hold etc, but
my Solana ecosystem lucky dips are beginning to bear fruit, which is quite a lot
of fun to watch.
Could it be that TIA is now over priced so the share price reflects this? I read an article on Celestia from Dec when it was $12 and in that they mention it could have been over priced at that level. The celestia devs need to use TIA to use the blockchain for their apps, they don’t want the token price to be too high at the start or the take up of the blockchain will be expensive to develop on.
Look how much has been sold though over last week, maybe someone knows something else
165000 buy just gone in. Somebody knows something
My buy was shown as a sell too
Hard to tell when the gap narrows but my buy was shown as a sell so you could be right
Pretty sure all the trades today are actually buys
Does anyone have an accurate tracker of the kr1 portfolio? I'd like to use coingecko to track price changes in their portfolio tokens. Thanks
Interesting although it's not the performance of the tokens but the SP that matters. Got KR1 in my SIPP but also buying ICP, RNDR and others despite the CGT implications. If you want a pure play on ICOs etc, why not sure seedify?
On the last bull run , I spent a lot of time pointing these simple facts
out on the stocktwits bitcoin miner blog pages. It may well have been
coincidental, but the KR1 shareprice doubled at the exact same time.
I'm too busy right now, but I intend to repeat this whole process in
the Spring - after halving - when things will be getting very frenetic imo.
Furthermore, at a quick glance, 16 of our holdings (about a third) are up over 30 % in
the last month alone (some of these are up over 300 % lol) - a staggering result. It has
occurred to me that we may remain tarred with same miner brush as Argo et al for the
next few weeks, and also its possible that TIA may sharply correct 50 % (and still be in
bull run that tops out maybe near $100) - but the bluesky here is that a large TIA drop
wont be particularly noteworthy on the current dilapidated state of the KR1 radar .
Very tight spread (by Acquis standards) today, so helped myself to another
generous top-up of KR1. If the recent market cap of MARA was $6bn , with
appx $600m BTC Hodl, less appx $300 m debt - you got appx $300m worth
of coins, plus a mountain of computers etc for within your share price. Hence
the dramatic miner sell-off and imminent flood of BTC etf purchases imo.
We are at the exact antipodes - where the market cap sits Considerably LOWER
than the Hodl. So £5 is very much on the cards at some point in this run, and
if the Mara valuation metrics were used - we'd already exceed that today.
Private investors must be bonkers to think they could generate performance to match KT1’s returns on investment (uplift in seed investment valuations), picking up alt coins from you tube clips, or their own research. Look at all the ICO bag holders from 2 cycles ago. These boys are serial winners, and know the utility in their technology investments from their meme and sh1£ coins.
In addition to the tax advantage of holding the shares in an ISA or SIPP, the fundamental advantages are;
1, Access to the early seed investment market - that you could not gain elsewhere
2. The expertise and strong reputation of the two founders that allows them into projects
3. Inclusion in the projects they back - where they advise, mentor and engage - hence their higher success rate than you may get with a remote investing strategy
Its point 3 that is key to why there are some "duffers" still in there and why they dont simply trade coins. They are an early investor. If your plan is to simply trade coins then with youtube advisors you can do it yourself, but you wont get the early investment opportunity and you may fiond your fail rate is considerably higher than that here. Of recent KR1 has invested in other seed investors - they know they can not spread their knowledge and time too thin if they want to succeed.
There may be a more traditional investment house for crypto in a fund of some sort, but to be clear that isnt what this share is purporting to be.
I can see FOAM on the cointracker portolio says plus 700%+ over 24 hours, but could it just be a data glitch? The same website is showing the current price as almost flat and other sites are showing it's actually down on the day.
https://cointracking.info/coin_charts.php?cur=FOAM
https://www.coingecko.com/en/coins/foam
Sometimes there is more that one project that uses the same ticker, but I don't think that's the case here. I tend to use coinmarketcap for pricing, but they don't show prices for this one. Not sure why.
You’ve just highlighted the benefits.
FOAM sounds interesting https://foam.space/about Looks like they just rolled out some new hardware.